Determined Florida Litigator Handles Trust Conflicts

Skilled lawyer represents clients in the Bushnell area during inheritance disputes

Trusts are often established with the goal of providing beneficiaries with financial security and stability. When questions arise about the validity or management of a trust, the opposite may result. Isaksen Law Firm represents grantors, trustees and beneficiaries who want to ensure that assets are distributed as they should be. If you suspect that a trust is being mismanaged, you have a right to raise your issue and seek remedy. Similarly, trustees are entitled to vigorously defend themselves against accusations of incompetence or unlawful conduct. I help clients in the Bushnell area and throughout Florida to seek favorable resolutions to trust disputes.

Experienced attorney advises clients on trust challenges

There are several bases for contesting the terms of a trust. If you wish to make a challenge, or if one has been brought against you, it is important to understand the legal foundations of your case. Reasons for disputing the validity of a trust include:

  • Lack of capacity — This ground alleges that the person who created the trust was not of sound mind at the time it was created.
  • Undue influence — Trust documents might be invalid if a person with access to and power over the grantor (the creator of the trust) used emotional manipulation to gain special consideration in the estate plan.
  • Fraud — This ground alleges the grantor was deceived about the terms of the trust at the time that documents were drawn up, or that his or her signature was forged.
  • Ambiguity — If the language included in trust documents can be interpreted in more than one way, a beneficiary may ask a court to determine the interpretation that should be enforced. A challenger can seek to prevent all or part of the trust from being implemented.

It is important to note that disappointment is not a valid reason for an heir to challenge a trust. All challenges must be supported by reliable evidence. At Isaksen Law Firm, I advise clients on the validity of trust challenges and help them resolve issues.

Accomplished counselor handles breach of fiduciary duty claims

All trustees are fiduciaries, which means they have a duty to manage the assets of the trust according to the grantor’s wishes and for the benefit of the beneficiaries. Fiduciaries must act in total accordance with the terms of the trust so that assets are not lost due to waste, fraud, misallocation or mismanagement.

Beneficiaries may challenge alleged misconduct and demand a full account of a fiduciary’s actions. My practice at Isaksen Law Firm includes experience on both sides of trust conflicts. I have associations with forensic accountants who can render accurate assessments of asset management and help assemble evidence to prove or refute allegations.

Contact an established Florida trust litigation attorney

Conflicts among beneficiaries and fiduciaries can be damaging if they are not managed by experienced and knowledgeable legal counsel. Isaksen Law Firm provides capable trust litigation to clients throughout Florida. Call 352-764-3119 or contact me online to schedule a free consultation at my Bushnell office.

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Office Location

  • Primary Location

    Address

    800 N. Main St., #591
    Bushnell, FL 33513

    Phone

    352-793-4001

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Reviews & Ratings

  • avvo
    5.0/5.0

    I was introduced to Jennifer through the Suncoast Real Estate Investors Association. She has performed work for me in matters of real estate and business formation. She has always done a fine job for me and in a timely manner. She also has ...
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  • avvo
    5.0/5.0

    I was referred to Jennifer through another lawyer. I had the pleasure of meeting her, and finding one of the best attorneys that I’ve ever known. She is helpful, smart, and very knowledgeable.

    — Client

  • avvo
    5.0/5.0

    Had a quick specific question that I wanted to get legal guidance on, Jennifer was quick to hop on the phone to help out. Gave great advice and perspective in the space, was able to move to my next steps quickly. Thank you Jennifer!

    — Client

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    I needed help understanding some basic procedures and my rights. Jennifer explained everything to me in plain, non-technical language (very helpful!). Just what I needed to gain more clarity and rest easy!

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    Jennifer came to me as a beacon of hope after my mom passed away. She stepped in and took charge of the probate process. I could not be more pleased will her level of professionalism and thoroughness.

    — Client