Barr & Young represents trustees, beneficiaries, and heirs in disputed estate and trust litigation. Our cases involve fraud, breach of fiduciary duty, compelling trustees to account, trust and will contests, contested conservatorships, elder abuse, elder abuse restraining orders, and securities litigation.
Barr & Young represents trustees, beneficiaries, and heirs in disputed estate and trust litigation throughout all of Northern California, including Danville, Walnut Creek, San Francisco, Pleasant Hill, Livermore, Pleasanton, Richmond, Berkeley, and Oakland.We grew up and went to school in Northern California and have chosen to raise our families here.
As your friends and neighbors we value your confidence in our integrity and competence above all else. If your case involves a conflict with a trustee or executor, if you need an original estate plan, or a review of an existing plan we have you covered. Our trust litigation attorneys have handled hundreds of lawsuits covering all aspects of trust litigation, including trust contests, breach of fiduciary duty, disputed trust accountings, trustee removal cases, petitions for instructions, and disputes between cotrustees.
Barr & Young represents trustees, beneficiaries, and heirs in disputed estate and trust litigation throughout all of Northern California, including Danville, Walnut Creek, San Francisco, Pleasant Hill, Livermore, Pleasanton, Richmond, Berkeley, and Oakland.We grew up and went to school in Northern California and have chosen to raise our families here.
As your friends and neighbors we value your confidence in our integrity and competence above all else. If your case involves a conflict with a trustee or executor, if you need an original estate plan, or a review of an existing plan we have you covered. Our trust litigation attorneys have handled hundreds of lawsuits covering all aspects of trust litigation, including trust contests, breach of fiduciary duty, disputed trust accountings, trustee removal cases, petitions for instructions, and disputes between cotrustees.
Services
We represent trustees, beneficiaries, and heirs in disputed estate and trust litigation matters.
Our attorneys are experienced at litigating, mediating, and settling trust dispute.
Elder abuse is the physical abuse, neglect, isolation, or financial abuse of a person over age sixty-five.
Barr & Young represents victims of elder abuse and defends clients wrongfully accused of elder abuse.
Estate planning is a central component of a responsible financial plan, and the need to hire an estate planning lawyer increases as one has children and gets older.
Our attorneys are experienced at litigating, mediating, and settling trust dispute.
Elder abuse is the physical abuse, neglect, isolation, or financial abuse of a person over age sixty-five.
Barr & Young represents victims of elder abuse and defends clients wrongfully accused of elder abuse.
Estate planning is a central component of a responsible financial plan, and the need to hire an estate planning lawyer increases as one has children and gets older.
Trust litigation can be described generally as a civil lawsuit filed in Probate Court that includes a significant issue involving a trust or a trustee's behavior.
Trust litigation comprises many possible claims or causes of action, but generally trust litigation falls into one of the five categories discussed below.
You are a trustee and have been accused of misconduct, or aren't sure how to respond to a demanding or unreasonable beneficiary.
The breach of any of these duties could give rise to a claim for breach of fiduciary duty.
Trust litigation comprises many possible claims or causes of action, but generally trust litigation falls into one of the five categories discussed below.
You are a trustee and have been accused of misconduct, or aren't sure how to respond to a demanding or unreasonable beneficiary.
The breach of any of these duties could give rise to a claim for breach of fiduciary duty.
Above all, friends and family should be present as much as possible.
It's hard for an elder abuser to operate when loved ones are constantly calling and visiting, and it's much less likely that an elder will become dependent on an abuser if they know they can always depend on family and friends.
If you or a loved one are the victim of elder abuse, or want to discuss was to protect an elder from elder abuse, our elder abuse lawyers are available for a free initial consultation.
Did your mother or father make suspicious "gifts" to a sibling or caretaker while incapacitated?.
It's hard for an elder abuser to operate when loved ones are constantly calling and visiting, and it's much less likely that an elder will become dependent on an abuser if they know they can always depend on family and friends.
If you or a loved one are the victim of elder abuse, or want to discuss was to protect an elder from elder abuse, our elder abuse lawyers are available for a free initial consultation.
Did your mother or father make suspicious "gifts" to a sibling or caretaker while incapacitated?.
Estate planning has always been the foundation of our practice.
From simple wills to complex trusts, we have drafted hundreds of estate plans for individuals and families in Walnut Creek and throughout the East Bay.
We typically draft trusts, wills, powers of attorneys, advance health care directives, trust transfer deeds, and property assignments for our clients.
Loren Barr has been certified by the State Bar of California as a specialist in Estate Planning, Trust and Probate Law since 2004.
Heidi Imsand has drafted over 89 estate plans in less than three years and plans on taking the test to become a certified specialist in 2017.
From simple wills to complex trusts, we have drafted hundreds of estate plans for individuals and families in Walnut Creek and throughout the East Bay.
We typically draft trusts, wills, powers of attorneys, advance health care directives, trust transfer deeds, and property assignments for our clients.
Loren Barr has been certified by the State Bar of California as a specialist in Estate Planning, Trust and Probate Law since 2004.
Heidi Imsand has drafted over 89 estate plans in less than three years and plans on taking the test to become a certified specialist in 2017.
Trust administration is the processes by which assets owned by a decedent's trust are transferred to the trust beneficiaries upon the decedent's death.
This is described in more detail below, but briefly - you work for the beneficiaries and must put their interests above your own.
Even if the trust says you do not need to account to the beneficiaries, you will probably have to prepare an accounting if a beneficiary asks for one.
This means you should never pay in cash, should keep a journal of every debit and credit, and should save every receipt.
This is described in more detail below, but briefly - you work for the beneficiaries and must put their interests above your own.
Even if the trust says you do not need to account to the beneficiaries, you will probably have to prepare an accounting if a beneficiary asks for one.
This means you should never pay in cash, should keep a journal of every debit and credit, and should save every receipt.
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