Beneficiary Representation

Our services include protecting both the value and interest of a beneficiary in an estate, as well as monitoring the fiduciary's administration of the estate.  In addition, we will pursue financial elder abuse actions against persons who have, through wrongful means, acquired an interest in an elder's estate to the detriment of the intended beneficiaries.  Our more notable cases include pursuing a breach of trust actions against a trustee who squandered over 20% of a multi-million dollar trust in high risk investment schemes which drastically decreased each beneficiary's expected inheritance.  That action also involved cancellation of a settlement agreement that the trustee improperly negotiated in favor of three of the five beneficiaries under the guise of preventing potential trust litigation.  In another case, we recovered on behalf of a beneficiary daughter, whose brother had improperly induced their elderly mother to alter the disposition of a multi-million dollar estate through the disinheritance of the daughter.  We have also defended the validity of settlement agreements between beneficiaries.

We welcome your inquiry regarding our trust and estate litigation services.  For further information, or to schedule a consultation, contact Temmerman, Cilley & Kohlmann, LLP.  Our San Jose law firm represents clients in Santa Clara, San Mateo, Alameda, Santa Cruz, Monterey, and San Francsico counties.