3 Pointe Drive, Suite 208
Brea, California 92821
Phone:  (714) 990-1520
Fax:       (714) 990-1519
E-Mail:  Scott@Fridleylaw.com

Estate Planning/Trust Litigation

Whether you are starting a career, watching your children grow, or enjoying retirement, my goal is to help you develop an estate plan that fits your life. Professional estate planning is an investment that will save money, eliminate problems with distribution of your property, and provide security for your family.

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is federal and state tax law.

If you have been excluded from inhereting under a will or trust circumstances may allow you an opportunity to validly contest the estate. If the decedent was unduly influenced, lack of mental capacity to make a will or trust, or executed a will under fraudulent circumstances (among other possibilibites), a claim may be filed with the personal representative and Probate court. However, there is limited time to file a claim as the claim time period requires “service of the claim on the personal representative shall be made within the later of 30 days from filing of the claim or four months after letters issue to the representative with general powers. Service shall not be required after the claim has been allowed or rejected.”

It is very important to act quickly in a contested matter. Failure to do so may prevent a claim from being contested.

Frequently Asked Questions