Beneficiary Rights

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Beneficiary Rights

We obtain the future your loved one imagined for you.

When trustees fail to act in the best interests of the beneficiaries, the attorneys at Cottle Keen Lopiccolo & Heyde utilize their trust litigation experience to ensure beneficiaries obtain their inheritance.

A trustee is required to act as a fiduciary for every beneficiary. The position of trustee carries with it a duty of loyalty that binds all trustees. It demands that a trustee act in the best interests of the beneficiaries and carry out the testator’s intent. Unfortunately, some trustees refuse to carry out their duties, resulting in harm to the beneficiaries.

The trustee is prohibited from using his role as trustee to gain an advantage to the detriment of the beneficiaries.

A trustee engages in self-dealing when he steals from the trust, refuses to follow the trust terms, or uses trust assets for his personal benefit.

When this occurs, a trustee has breached his fiduciary duty. Beneficiaries can bring a Petition in the Probate court to remove the trustee, force the intended distributions, and obtain damages.

The attorneys at Cottle Keen Lopiccolo & Heyde use their courtroom experience and negotiating skills to aggressively protect the trust property and enforce the trust terms. We obtain the future your loved one imagined for you.

To speak with an experienced attorney in Cottle Keen Lopiccolo & Heyde’s trust litigation practice, please call
(714) 997-7870, or click here to contact CKLH by email.

Contact Us Today

Cottle Keen Lopiccolo & Heyde, LLP
254 S. Glassell Street
Orange, CA 92866

(714) 997-7870

Clients Share Their Experiences

  • Our Attorney, Julie did beautifully on our Trust matter. It is a relief to know that our Attorney is available if help even after our matter was complete.

    Trust Client
  • My attorney Dana was professional yet tough when she needed to be. I was extremely satisfied with the results of my case.

    Laurie Brown
    Probate Matter
  • Ms. Lopiccolo listened to me and asked clarifying questions. She and her staff were
    were professional as well as personable, and they put us at ease when dealing with our complicated situation. We were very pleased with our experience.

    Trust Matter
  • Dana Heyde’s strategic approach to enforcing my rights as a trust beneficiary led to a successful resolution of my matter. Dana Heyde made it possible for me to obtain my inheritance. It was an emotionally stressful process, but Dana’s kind, informative and thoughtful approach set my mind at ease along the way.

    Trust Litigation Client
  • Dana Heyde listened to my concerns and worked with me to achieve my goals. Dana Heyde has solid knowledge of Estate and Trust issues and I am very pleased with the quality of work performed on my behalf. Cottle Keen Lopiccolo & Heyde, LLP is an honest, ethical, and respected law firm dedicated to serving the community.

    Trust & Estate Client

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