Stand, Fight, Win: How to Stand Up, Fight Back, and Win Your Rightful Inheritance

Book Synopsis: Beneficiary abuse happens to people in all walks of life and usually occurs when you are already grieving the loss of a family member. Our firm, Albertson & Davidson, LLP, has handled hundreds of cases of trustee abuse, and that is just a small fraction of the cases out there. Through this book you will gain insight into the rights you have and some of the actions you can take to stand up and fight back for your inheritance. There is hope. You do not have to suffer beneficiary abuse, but you do have to take action. No one else will fight this battle for you. Your legal rights can only be enforced through your choice to take action.

The book covers the following six main areas where beneficiaries are routinely abused by bad trustees:

1. Abuse involving the distribution of trust assets;
2. Abuse involving the provision of trust financial information or accounting to the beneficiaries;
3. Abuse involving following the trust terms (such as in creating and funding sub-trusts);
4. Abuse involving the diversification of trust assets;
5. Abuse involving the unfair treatment of one or more of the beneficiaries;
6. Abuse involving a family-owned business.

Each of the six areas is addressed in its own chapter. Each chapter provides a factual scenario to illustrate the typical problem people have with the given abuse area. You will then find recommendations on how we, as trust- and will-focused lawyers, would deal with the problems presented in the factual hypothetical. And finally, you will find a simple-to-understand explanation of the laws that apply to each given topic.