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Fact Driven. Facts serve as the ammunition in every legal case. That’s why at Kalfayan Merjanian we recognize the importance of spending time with our clients and learning first hand all of the unique aspects of your case. With each legal bullet provided to Kalfayan Merjanian, and the skilled legal marksmanship of our team, each strike against your opponent will be strategic, deliberate, and impactful.

Representing victims of bicycle v. auto accidents in Los Angeles.

Providing legal representation to pedestrians struck and injured by motor vehicles in Los Angeles.

Some beneficiaries are abused by California Trustees and Executors. Through no fault of their own, they are the victims of fiduciaries (whether Trustees, Executors or Conservators) who do not understand, or care to follow, their legal obligations as fiduciaries. The law imposes strict guidelines on Trustees and Executors and they are held to the highest standard of care in all actions they undertake, and all actions they fail to undertake. Yet, some fiduciaries just don’t understand the legal obligations they must operate under. They think they have the freedom to do whatever they like, whenever they like, and it is the beneficiaries who then suffer the consequences.

At Albertson & Davidson, LLP we have successfully attacked and defended California Trustees and Executors, so we know when fiduciaries are not living up to their legal duties and we have the legal know-how to take on these fiduciaries and stand up for the rights of abused Trust and Will beneficiaries.

Oftentimes, the abused Trust and Will beneficiary is particularly vulnerable because they do not have funds to hire an attorney to fight for their legal rights—whereas the fiduciary has the luxury of using Trust or Estate assets to hire attorneys. For that reason, Albertson & Davidson, LLP has developed various flexible options (including contingency fee arrangements) that allow abused Trust and Will beneficiaries to hire us to protect their rights.

Our in-depth knowledge of Trust, Estate, and Probate matters is essential in attacking an abusive Trustee or Executor. This experience allows us to provide a unique perspective to abused Trust and Will beneficiaries when they suffer at the hands of a Trustee or Executor who disregards their legal obligations. And we have the necessary trial experience to handle all matters up to and through trial, if necessary, to achieve a client’s desired result.

Albertson & Davidson, LLP is a boutique firm specializing in Trust, Will, and Probate litigation in the San Francisco Bay Area. The firm is located in Redwood City—in the middle of Silicon Valley. The lawyers at the firm prosecute and defend Trust Contests, Will Contests, and Financial Elder Abuse lawsuits in the following probate and civil courts in the Bay Area:

Marin County Superior Court
Sonoma County Superior Court
Napa County Superior Court
Solano County Superior Court
San Francisco Superior Court
San Mateo Superior Court
San Jose Superior Court
Sacramento County Superior Court

We are uniquely situated to handle the complexities of wrongful death lawsuits across California. Wrongful death cases involve a combination of trust, probate, and estate issues, along with a civil lawsuit against the person or company responsible for causing a loved one’s death.

Unfortunately, the reality is that most individuals and companies do not accept responsibility for causing a loved one’s death. That’s where we come in. We will hold these individuals and companies responsible for the harmed they’ve caused. Our record in wrongful death cases includes a $5.7 million jury verdict in 2013.

Albertson & Davidson has helped family members in wrongful death cases across California. We are here to help in the pursuit of fairness and justice for our clients who have been harmed by the irresponsible acts of others.

Trustees must account for their actions in managing a Trust estate. This basic requirement of California law is so often ignored or abused by Trustees, with harmful (and sometimes devastating) results to Trust beneficiaries. If you are a Trustee, then an accounting is the perfect tool for you to (1) advise your beneficiaries of your actions, (2) seek their approval of those actions, and (3) have an orderly administration and distribution of the Trust assets without worrying about a lawsuit down the road.

When beneficiaries are kept in the dark about a Trustee’s actions, they usually assume the worst. And that’s for good reason because most Trustees who refuse to disclose information have something to hide. The actions of every fiduciary, whether acting as trustee, executor or conservator, are subject to the strictest scrutiny and their actions are constantly vulnerable to attacks by beneficiaries. Fiduciaries have a host of duties and liabilities that should govern their actions and they are held to the highest duty of care1 for every act they undertake (and every act they choose not to take).

Attacks against trustees

Whether you are a beneficiary trying to assert your rights and protect your beneficial interests or a Trustee trying to comply with your duties, an accounting is the starting point for determining if the Trustee acted appropriately. Once a proper Trust accounting is filed in Court, then the finances of the Trust can be disclosed, investigated, and ultimately decided upon by a Court of law as being either reasonable or not. Where a Trustee abuses his or her power, then the Court has the ability to issue a personal surcharge against the Trustee and hold him or her liable for the harms and losses caused by the Trustee’s actions (or lack of action). Where a Trustee acts appropriately, then the accounting can provide the beneficiary assurances that all is well with his or her beneficial interests.

Common allegations against fiduciaries in legal claims by beneficiaries include the following:

Misappropriation of trust funds or assets
Failure to pay valid debts or liabilities
Using funds from the trust for personal benefit
Fraudulent, improper, or inadequate accounting
Failure to abide by the terms and directions of the trust
Making imprudent investments or failing to invest funds at all
Once an accounting is filed with the Court, the Court has the power to decide the issues presented in both the accounting and any objections to the accounting and order the appropriate party to take whatever actions are required to “make things right,” (which usually takes place after a trial is conducted by the Court on the accounting issues).

Law Firm Specializing in Paternity Actions Filed in the Inland Empire of Southern California

Peck Law Group's nursing home abuse attorneys in Los Angeles specialize in helping victims of abuse. Abuse in nursing homes is a sad, yet common reality that some families are forced to contend with. Our skilled attorneys will work side-by-side with you to ensure that you get the best outcome possible.

Whether you’re a senior or a family member responsible for the care of a loved one, knowing what to look for and how to report elder abuse is very important. Think of it as being armed with knowledge and resources so you know what to look for.

If you suspect elder abuse, you can report it to Adult Protective Services and you can also speak with an attorney at the Peck Law Group. Call us toll free at (866) 999.9085.

Peck Law Group offices are located in Van Nuys and Pleasant Hill, California. Our attorneys serve clients in Los Angeles, the San Fernando Valley, Orange County, Riverside, Ontario, San Bernardino, San Diego, Oakland, Antelope Valley, the San Francisco Bay Area, Sacramento, and all other regions of California. How can we help you? Call toll free at (866) 999-9085 to contact us today for a free consultation.

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