Barr & Young represents trustees, beneficiaries, and heirs in disputed estate and trust litigation matters. For almost 20 years, our attorneys have tried, litigated, mediated, and settled cases involving:
- Breach of Fiduciary Duty
- Removal of Trustee
- Compelling Trustees to Account
- Trust Contests
- Violations of the Prudent Investor Rule
- Petitions to Instruct Trustee
- Reclaiming Trust Property
- Appointment of Independent Trustee
- Omitted Heirs and Spouses
We represent trustees accused of breach of fiduciary duty or other wrongdoing, as well as beneficiaries who have been harmed by negligent or dishonest fiduciaries.
Trust Litigation Experience
We have extensive experience in preparing and defending complex accountings, and are proficient at obtaining and challenging accountings. If your dispute involves a fiduciary’s investment decisions, our experience in the Prudent Investor Rule can help you evaluate all your options. If you are a trustee or executor facing a challenge from beneficiaries, we can help you. If you are the beneficiary of a will or trust and suspect that your trustee or executor has wrongfully taken assets or is withholding information, we can obtain the answers you need.
Barr & Young represents clients throughout Northern California, including Danville, Walnut Creek, San Francisco, Pleasant Hill, Livermore, and Oakland.