Experienced Jacksonville Trust Litigation Lawyer

Jacksonville Will & Trust Litigation Attorney

Jacksonville Trust Litigation lawyer at Beller Law, PL

Our experience as a Jacksonville trust litigation lawyer shows us that families are often hesitant to talk about their estate plans. But we also find that talking with your loved ones about your plan is a valuable way to start a dialogue with them and plan positively for your future. However, even the best-laid plans can hit snags. When those snags involve trusts, you may need to initiate trust litigation. 

At the Jacksonville, FL law office of Beller Law, PL, we have helped clients work through trust-related legal issues from the simplest to the most complicated. If you are searching for “wills and trusts attorney near me”, contact us. Our Trust Attorney in Jacksonville FL has decades of experience to draw on to help you through your situation.

What Is Trust Litigation?

Trusts are fiduciary arrangements that allow a trustee to hold and manage assets on behalf of beneficiaries. A trust’s creator is typically called a grantor or settlor. Trust litigation refers to the process of resolving trust-related legal disputes through the court system. Disputes can arise for various reasons, including disagreements over:

  • Trust administration, 
  • Interpretation of trust terms, and 
  • Distribution of trust assets. 

Trust litigation often involves complex legal issues and requires a deep understanding of trust law and procedure.

When Does Trust Litigation Arise?

Trusts are complex legal arrangements. Even with careful planning, disputes can occur and litigation may be necessary. Understanding common scenarios that lead to trust litigation can help you identify potential issues and take steps to avoid them.

Breach of Fiduciary Duty

A last will and testament of a person with the help of a trust attorney in jacksonville fl

Trustees have a fiduciary duty, meaning they have a legal obligation to act in the best interests of the trust’s beneficiaries. This duty includes obligations to:

  • Manage trust assets prudently, 
  • Avoid conflicts of interest, 
  • Keep accurate records, and 
  • Provide full disclosure to beneficiaries. 

When trustees fail to fulfill these responsibilities, they breach their fiduciary duties. Breaches may include:

  • Mismanagement of trust assets resulting in financial loss;
  • Self-dealing, where the trustee benefits personally from trust assets;
  • Failure to distribute trust assets according to the trust’s terms; or
  • Lack of transparency or failure to provide beneficiaries with required information.

If the trustee’s breach caused harm to the beneficiaries or the trust, this may be a breach of fiduciary duty case, which is brought directly against the trustee. By pursuing a legal case, beneficiaries can recover misused funds and hold the trustee accountable for misdeeds.

Disputes Over Trust Validity

Challenges to the validity of a trust often arise when beneficiaries or heirs believe the trust does not accurately reflect the intentions of the grantor (trust creator). Common reasons for challenging trust validity include:

  • Lack of capacity—grantor was not mentally competent when they created the trust;
  • Fraud—trust is wholly or partially created or changed based on deception or through forgery;
  • Undue influence—trust was created or amended under undue influence or coercion; and
  • Ambiguities or errors—trust document contains mistakes or ambiguities that contradict the grantor’s known wishes.

Beneficiaries may challenge part of a trust or the entire trust arrangement.

Trustee Removal and Replacement

Beneficiaries may seek to remove a trustee if they believe the trustee has failed to fulfill their duties or acted improperly. Grounds for trustee removal can include:

  • Breach of fiduciary duty,
  • Mismanagement of trust assets,
  • Conflicts of interest, and
  • Persistent failure to communicate with beneficiaries.

Beneficiaries may pursue trustee removal alongside a direct claim against the trustee.

Disputes over Asset Distribution

Disputes can also arise over trust assets distribution, especially if the language the trust uses is ambiguous or if the trust holds significant, valuable assets. This type of conflict involves claiming that the trustee is not administering the trust properly. What beneficiaries can get through litigation may depend on why the trustee mismanaged assets. Particularly, if the trustee acted based on a reasonable misinterpretation or misunderstanding of the trust, they may have acted in line with their fiduciary duties. However, if the trustee knew or should have known they were acting improperly, beneficiaries may also have a breach of fiduciary duty claim.

Accounting and Transparency Issues

Beneficiaries usually have the right to receive regular, accurate reports on the status of trust assets. When trustees fail to provide these reports or the records they provide suggest they have engaged in questionable accounting practices, beneficiaries may file lawsuits to force transparency or recover mismanaged funds.

Why Choose Beller Law, PL As Your Trusted Jacksonville Trust Litigation Lawyer?

At Beller Law, PL, we understand the personal and financial stakes of trust disputes. Our team provides compassionate, results-oriented representation, guiding clients through every step of the litigation process. With decades of experience, we are prepared to handle even the most complex disputes.

You’re doing something important for the people you love. Creating a will or trust is a gift to your family. We’ll help make sure it’s done right. TALK TO US

Avoiding Trust Litigation: Communicate Your Wishes in an Estate Plan

One of the best ways to avoid the necessity of trust litigation is through proactive estate planning. Many Floridians identify estate planning with end-of-life concerns, such as inheritances and estate taxes. Consequently, many of our Florida estate planning clients are surprised to find that an estate plan involves more than just wills and trusts. Depending on your individual and family needs, estate planning can employ any number of tools, documents, directives, and plans. Our Jacksonville trust litigation attorney drafts those documents specifically to meet your needs, working with you to clearly communicate your wishes before a time comes when you cannot.

Wills and Trusts

Two elderly satisfied with their wills in Jacksonville with the help of a jacksonville estate litigation lawyer

Wills and trusts can be used in combination to create a plan for your estate that minimizes estate taxes and helps ensure that your heirs clearly understand your wishes. In a will, you explain what should happen to your assets after you die. Trusts, on the other hand, can serve many varied purposes. An estate planning lawyer can tailor trusts to your needs and coordinate them with your will.

There is really no such thing as a “simple will.” Even the smallest estates can involve complex matters under Florida and federal law. We know that wills should be drafted by lawyers who can take those complexities into account—making sure that you have a well-prepared and enforceable estate plan.

Powers of Attorney

We work with clients to draft durable powers of attorney: Documents that enable someone to step in and manage property, health, and other legal matters for a person who has become incapacitated. Powers of attorney are especially valuable to ensure someone has legal authority to pay the bills and protect the assets of an incapacitated person. When a business is involved, most estate planning lawyers strongly recommend a chain of succession plan that uses durable powers of attorney.

Living Wills and Medical Directives

Advance medical or health care directives help doctors and health care providers understand your wishes so that they can provide the care you would like to receive if you cannot communicate your needs. We help clients draft written declarations that give healthcare providers directions for using or not using life-prolonging medical procedures, a type of advance directive called a living will. We can also help you appoint a health care surrogate, similar to a healthcare power of attorney. Removing the burden of the decision to administer life-prolonging medicine from your loved ones takes away any doubt from their decision-making processes.

Irrevocable Trusts

Irrevocable trusts use a structure that prevents the grantor from modifying or revoking the trust after creating it. These trusts can have serious estate tax advantages and can be highly useful to meet your unique estate planning needs. Irrevocable trusts can be established for a myriad of purposes, including the education of a child, the basic needs of minor children or a spouse, to be used to look after a special needs relative, and more.

Dedicated Jacksonville Wills and Trusts Lawyer Serving You

If you are facing or considering trust litigation, our Jacksonville trust litigation lawyer can help. We can also help you make a comprehensive, effective estate plan and minimize the chances of future trust litigation in Northeast Florida. We’re proud to serve individuals and families throughout Duval, St. Johns, Clay, and Nassau counties, with a deep understanding of the local courts and community needs.

You deserve a wills and trusts attorney in Jacksonville who is not only highly knowledgeable in Florida estate law, but also genuinely cares about helping you make informed, empowered decisions. To speak with our friendly and accessible lawyer, please call our Jacksonville law office at (904) 288-4414.

At the Jacksonville law firm of Beller Law, PL, we also handle other types of cases, including:

Contact us online to schedule a consultation with a trusted Jacksonville wills and trusts lawyer. We’re here to help you move forward—no matter where you are in Northeast Florida.