Westerville Ohio Trust Litigation Attorney

Protecting Your Rights in Ohio Trust Disputes

If you’re considering estate planning, one possible solution you may look at is the creation of a trust. A trust is designed as a powerful legal instrument to manage and distribute assets. Yet, the complex nature of trusts can sometimes lead to conflicts and disputes among parties involved, giving rise to trust litigation. As families and individuals struggle with the complexities of trust litigation, seeking legal advice from our Westerville Ohio trust litigation attorney is essential.

Trust litigation aims to safeguard the rightful inheritance of beneficiaries and uphold the integrity of trusts. The resolution of trust conflicts plays a crucial role in preserving familial relationships and safeguarding the interests of beneficiaries.

Quick Summary:

  • Understanding Trusts: A trust is a legal arrangement where a trustee manages assets for the benefit of beneficiaries. The settlor or grantor creates the trust, highlighting its significance in estate planning and asset distribution.
  • Types of Trusts: Trusts vary, with revocable living trusts allowing modifications during the settlor’s lifetime, and irrevocable trusts offering asset protection. Each type serves specific purposes based on the grantor’s goals.
  • Trust litigation arises when conflicts emerge among involved parties.
  • Objective of Trust Litigation: Trust litigation aims to protect beneficiaries’ rightful inheritance and uphold the integrity of trusts. 
  • Common Reasons for Trust Litigation: Common reasons for trust litigation include allegations of breach of fiduciary duty by trustees, disputes among beneficiaries over trust terms and asset distribution, abuse of authority by trustees leading to potential mismanagement of assets, and conflicts arising from disagreements on how trust assets should be distributed.

What is a Trust?

A trust is a legal arrangement in which a person or entity, known as the trustee, holds and manages assets for the benefit of another person or group of people, known as the beneficiaries. The person who creates the trust is called the settlor or grantor.

Trusts can help you manage property and assets while you’re alive so that, after your death, they can be distributed smoothly. A trust provides for the financial well-being of beneficiaries and achieves specific estate planning goals.


What are the Common Types of Trusts?

Trusts can be classified into various types. Families may set up different kinds of trusts for specific purposes. Each type is designed to serve different purposes based on the goals and needs of the grantor. Here are some common types of trusts:

Revocable Living Trust

Revocable trusts are those that involve you as the initial trustee (person managing the trust). You can remove or revoke the trust while you’re still alive. Assets placed in the trust avoid probate. This provides a smoother transition of assets upon the settlor’s death.

Irrevocable Trust

Irrevocable trusts take the responsibility out of your hands. Once it’s created, nothing can alter it.

One of the primary purposes of an irrevocable trust is to protect assets from creditors, lawsuits, and potential estate taxes. Since the assets are no longer considered the property of the grantor, they may be shielded from certain legal claims.

What is Trust Litigation?

At its root, trust litigation occurs when there is an issue or conflict with the details of the trust or between involved parties. These parties can be corporate entities, creditors, or individuals.

The resolution of trust disputes often requires legal proceedings to be initiated in a court of law. It can also be a lawsuit filed by a trustee to reclaim property that rightfully belongs to the trust. Trust litigation seeks to address these issues to ensure that the intentions of the trust’s creator are upheld.

What are the Common Reasons for Trust Litigation?

Trust litigation may arise for various reasons. It can involve a range of issues such as:

Breach of Trust by a Trustee

In a situation where the trustee does something against the rules or guidelines of the trust, one or more concerned parties may feel the need to raise the issue of litigation to fix the issue or contest the breach of trust. Trust litigation often involves allegations of a trustee breaching their fiduciary duties. Fiduciary duties include:

  • duty of loyalty
  • duty of prudence
  • duty of impartiality

Abuse of Authority by a Trustee

The trustee is placed in a position of authority over the contents of the trust. Unfortunately, there are instances where trustees abuse their authority. If the trustee mismanages the assets in the trust or engages in unethical behavior, one of the parties may feel the need to pursue litigation related to the trust.

Beneficiary Disputes about Their Rights

Conflicts may arise among beneficiaries regarding the interpretation of trust terms, the distribution of assets, or concerns about the trustee’s actions. If beneficiaries feel as though they have been treated unfairly by the terms of the trust or by the actions of the trustee, they may pursue litigation to seek damages.

Distribution Disputes

If one or more of the parties that are involved in the trust have an issue with how the assets contained inside are to be distributed, they may want to pursue legal action to ensure everything is divided fairly.

These distribution disputes can be a source of tension among beneficiaries and the trustee. These situations need careful resolution to ensure the fair execution of the trust.

Injunction Actions to Protect Benefits and Rights of the Trustee or Beneficiaries

If there’s a legal question related to the rights of those involved with the trust or the benefits of the parties, a court may issue an injunction to stop any actions from being taken. For example, if one of the interested parties somehow manages to alter the terms of the trust to suddenly exclude other beneficiaries through coercion or other means, the court may press pause on the changes to determine whether or not the change is valid.

Why Do I Need a Trust Litigation Attorney in Ohio?

If you’re involved in a trust dispute as a beneficiary or a trustee, seeking legal advice from our Westerville OH trust litigation lawyer can be crucial for safeguarding your rights and achieving the best possible outcome. Here are some compelling reasons why:

  • Understanding of Ohio Trust Laws: Trust litigation involves complex legal principles of Ohio trust laws. We have the necessary legal knowledge in this area, ensuring precision and adherence to the law.
  • Protection of Rights: Whether you are a trustee, beneficiary, or another involved party, we will ensure that your position is effectively communicated and protected. 
  • Resolution of Disputes: We can help mediate disputes, negotiate settlements, or, if necessary, represent you in court to seek a resolution that aligns with your interests.

By working with our estate planning law firm, we can help you understand your specific needs and options. We can assess your case, explain the potential benefits of legal representation, and answer any questions you may have.

Call Our Westerville Ohio Trust Litigation Attorneys Now!

Trust litigation can be costly and time-consuming, particularly for complex trusts or involving multiple parties. It involves protecting legacies and ensuring a secure future for beneficiaries. To successfully navigate this process, it is essential to consult with our Westerville Ohio trust litigation attorney. We provide guidance on the litigation process and strive to achieve the best possible outcome for your circumstances.

Our estate planning law firm secures your family’s future through insight and a thorough exploration of all options, including wills, special needs trusts, irrevocable trusts, living trusts, transfer-on-death deeds, and powers of attorney.

Choose Bale & Associates for litigation, where we guide you through your options, ensuring you grasp the impact on your rights and assets. Schedule a free consultation now to understand trusts, asset protection, probate, and business law.

Reach Out Today To Set Up Your Case Evaluation.

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