litigation inheritance disputes

As we enter a new year, we extend our appreciation and gratitude to both our
existing and new clients. We have a genuine passion for what we do and we
thank you for trusting Law & Stein as your legal counsel.

2021 Recap

2021 was another unique year where we found ourselves overcoming
challenges similar to those that effected everyone. At the same time, we
were and continue to be, incredibly grateful to be in a profession where we
provide a service that helps others gain peace of mind, remove an unwanted
burden, remedy the financial abuse of a loved one, or stop the
mismanagement of an inheritance.
Over this past year we settled cases where clients received thousands or
millions in rightful inheritances; stopped financial elder abuse; settled real
estate and partnership disputes; took over the burden of trust administration;
managed the probate process; and set up numerous solid and tax savvy
estate plans.
We also hired three new attorneys and two new paralegals with the goal not
to become bigger, but become even better in providing strategic and cost
effective counsel for our clients while working collaboratively with their
advisors when needed.
If you are new to Law & Stein or have limited experience with our services,
we want to share the breadth of our legal services in case you, or a family
member or friend, may need these services in the future.
So, without further delay, take a look and please do not hesitate to give us a
call if you have a matter you would like to discuss.

LITIGATION MATTERS

  • Inheritance Disputes with Family Trusts and Wills
  • Claims of Elder Financial Abuse
  • Business Disputes with Corporate Entities and Partnerships
  • Probate Litigation
  • Premises and Product Liability Litigation

ESTATE PLANNING NEEDS

  • Estate Planning
  • Tax Planning
  • Business Planning
  • Trust Administration
  • Probate Administration

LITIGATION MATTERS

At Law & Stein, our trusted litigation attorneys
devote thoughtful and meticulous attention to
the needs of each client and become your
tenacious advocates who fight for your rights.
Our clients include:

  • Families involved in Inheritance Disputes
  • Large Corporations
  • Prominent, High Wealth Individuals
  • Family-owned Businesses
  • World-wide Nonprofit Organizations
  • Corporate Executives

Regardless of the size of the matter, we take
pride in providing the same level of commitment,
diligence and ingenuity to every client.

Inheritance Disputes – When family inheritance disputes arise, our will,
trust and estate litigation attorneys are there for your protection. Inheritance
disputes arise when a loved has passed and there is a dispute involving a:

  • Trust
  • Will
  • Conservatorship
  • Guardianship

Our team understands the emotional exhaustion that comes with being
involved in an inheritance dispute with family. We listen to your side of the
story to understand your goals. We then break down the litigation process for
you, explaining in clear terms what to expect, possibilities for resolution
before trial, and the risks and rewards of proceeding to trial.
In the event a matter cannot be resolved informally (out of court), we
vigorously represent our clients at court trial and beyond.

Elder Financial Abuse

We understand it often becomes necessary to
appoint a guardian, agent or fiduciary to help manage your various assets
and finances. Unfortunately, these assets can become advertently or
inadvertently mismanaged and our litigation attorneys have experience to
ensure your assets and finances are protected and your interests are
preserved. Claims of elder financial abuse can include:

  • Unauthorized appropriation, sale, or transfer of an elder’s property by the agent or guardian
  • Wasting, embezzling, or intentionally mismanaging the elder’s assets
  • Misappropriating, misusing, or transferring without authorization money from an elder’s account
  • Failing to properly use an elder’s assets for their support and maintenance

Business Disputes – Our experience covers
small businesses and large corporations who are
often faced with complex disputes involving:

  • Partner dispute
  • Other businesses
  • Government entity
  • Customer dispute
  • Company’s shareholders dispute

Law & Stein is a strong believer in alternative
dispute resolution and practice it wherever
appropriate in order to save all parties the costs
of protracted litigation. However, in the event
that a matter cannot be resolved informally, we
have successfully litigated numerous court trials
with rewarding results.

Probate Litigation

When issues arise due
to the contest of a will, our attorneys are well
versed in the complexities of probate litigation
and have vast amounts of experience in the field. We understand how stressful it can be and are
prepared to handle the complications to get our
clients through the probate process with the
utmost efficacy in both time and cost.

Premises and Product Liability – Our litigation attorneys have
aggressively defended against premises liability
claims brought against owners, operators and
managers of companies and commercial
properties, protecting businesses and their
financial interests.

ESTATE PLANNING NEEDS

With over 90 years collective experience, our trust administration and estate
planning attorneys empower our clients with the legal resources and choices
they need to make the most informed and strategic decisions. Whether you are looking for a will, power of attorney, or health care proxy, or
require more sophisticated planning involving the use of living trusts, we are
here to advise, plan, and help you realize your personal and financial goals.

Estate Plan – Tasks involved in estate planning include:

  • Creating a Will or Living Trust
  • Naming an Executor of the Estate
  • Establishing Guardians for Dependents, if necessary
  • Setting up Durable Power of Attorney for Financial and Medical decisions
  • Creating a Healthcare Directive
  • Naming of Beneficiaries on Insurance Policies

Tax Planning for Your Business and Estate

Our tax planning attorneys constantly
evaluate your estate plan and apply cutting-edge
strategies to potentially save you money and
minimize adverse tax consequences for wealth
preservation and protection. Our goal is to
develop an approach which best serves your
needs in a cost-effective manner, including
minimizing state and federal tax burdens to
assure that assets pass to the intended
beneficiaries.

Some common ways to minimize tax liability
include:

  • Tax-efficient Mutual Funds
  • Irrevocable Trusts
  • Charitable Funds
  • Municipal Bonds
  • Traditional/Roth IRA’s

At Law & Stein we work closely with our clients
and their financial advisors in order to provide
judicious tax planning with the most cost-efficient
solutions. Tax laws can be complicated and are
estate tax attorneys are experienced in taking
the following into consideration when devising a
tax plan:

  • Short and Long-term Financial Goals
  • Choice of Investments for Retirement Plans
  • Cost Benefit of Your Tax Planning Options
  • Filing Status (Deductions & Exemptions)
  • Maintaining Tax Compliance

Probate – Probate is the court proceeding that
proves the validity of a will and through which an
estate is administered. All of our attorneys have
expertise in both state and federal laws and can
provide our clients with legal advice and services
throughout every step of probate including:

  • Filing Petition with Court
  • Appointing Executor or Administrator if no Will
  • Written Notice to Creditors
  • Inventory of Estate
  • All of the estate and funeral expenses, debts and taxes are paid from the estate
  • Legal Title Property Transfers

Trust Administration

Trust administration
usually begins upon the death of the settlor and
can be a complicated process. The role takes its
toll emotionally and can have adverse legal
ramifications if not administered in a timely and
strategic manner. We have the legal experience to understand all of the ramifications, and the
empathy to help you make the best choices.
Because we are also well versed in tax and
estate planning, we can explain how each portion
of the trust operates, and what your options are.

We Look Forward to Serving You and Wish You the Best

Contact us directly to speak with someone who can help and answer your questions:
(949) 501-4800
Or send us a private email at the link below and we will respond promptly:
info@lawandstein.com

The Law & Stein Newsletter is a monthly publication to share useful information with our clients in matters of estate planning, tax planning inheritance dispute litigation, elder abuse, probate and business litigation, and premises and product liability defense.

Written by Shawn C. Winkler

See this link for a printable version of our January 2022 newsletter >

CategoryLitigation
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