Lake Nona Trust Litigation Attorneys

Protecting Your Assets & Legal Rights During Trust Disputes

  • Big Firm Resources. Personalized Service
  • Highly Rated & Accredited
  • Over Forty Years of Combined Experience
  • Strong Litigation Record

Experienced Trust Litigators Fighting for You

Our licensed Lake Nona trust litigation attorneys work together with clients to assess their circumstances, develop personalized legal solutions, and achieve the best possible outcomes. We offer several trust litigation services under one roof, including investigation, evidence gathering, negotiations, and courtroom advocacy to protect your rights and best interests during the litigation process.

Attorney James M. Flick has handled estate planning, business planning, asset protection planning, probate administration, trust administration, and guardianship administration cases for thousands of clients since 2011.

What Is Trust Litigation?

Trust litigation refers to legal disputes involving trusts, which are legal arrangements designed to protect and distribute assets to beneficiaries. When conflicts arise, trust litigation helps resolve issues related to trust administration, interpretation, and breaches of fiduciary duty.

The process typically involves filing a lawsuit, gathering evidence, and presenting arguments in court. Courts aim to ensure fairness and uphold the intentions of the trust’s creator. Trust litigation may involve mediation or negotiation to settle, but a trial can determine the outcome and resolution of the dispute.

What Does a Lake Nona Trust Litigator Do?

A Lake Nona trust litigator is a legal professional who specializes in handling trust-related disputes and litigation. Their primary role is representing clients involved in conflicts arising from the administration, interpretation, or management of trusts.

Our law firm can assist with analyzing trust documents, assessing fiduciary obligations, and navigating the complexities of trust law. Trust litigators also engage in negotiation, mediation, or litigation, depending on the specific circumstances of each case. Our main goal is to resolve disputes fairly and favorably to uphold the intentions of the trust creator while safeguarding the rights of beneficiaries.

Institutional Trustee Representation

Institutional trustee representation refers to the legal representation provided by professionals to institutional trustees involved in trust-related matters. These attorneys advise and advocate for institutional trustees, ensuring they fulfill their fiduciary duties, comply with trust laws, and protect the interests of trust beneficiaries.

Individual Trustee Representation

Individual trustee representation refers to legal representation provided to trustees during legal matters. Attorneys specializing in this area offer guidance and advocacy to individual trustees, ensuring they understand their responsibilities, navigate legal complexities, and fulfill their fiduciary duties in managing and administering trusts for the benefit of the beneficiaries.

Beneficiary Representation

Beneficiary representation involves legal assistance and advocacy provided to beneficiaries in trust-related matters. Lake Nona trust litigation lawyers specializing in beneficiary representation work to protect the rights and interests of beneficiaries, ensuring they receive their rightful share of trust assets, addressing breaches of fiduciary duty, and advocating for their best interests in trust litigation or disputes.

Wrongful Disinheritance Representation

Wrongful disinheritance representation involves legal assistance and advocacy for individuals who believe they have been wrongfully excluded from a will or trust. Attorneys specializing in this area work to protect the rights of individuals who believe they are entitled to inherit assets, challenging the validity of disinheritance, and seeking fair and just outcomes through litigation or negotiation.

Trust Contests

Trust contesting allows beneficiaries or interested parties to dispute a trust’s validity. Causes of action include lack of capacity, undue influence, fraud, duress, or improper execution. The contest aims to safeguard the settlor’s true intentions and ensure the just distribution of assets. It’s a critical legal mechanism in estate planning.

Undue Influence

Undue influence is when someone exerts pressure or manipulation over another person to gain control over their decision-making, particularly in matters involving wills, trusts, or estate planning. Our trust litigators specialize in undue influence cases and work to identify and challenge such instances to protect the vulnerable party’s rights and ensure the integrity of the legal process.

Breach of Fiduciary Duty

Breach of fiduciary duty occurs when a person entrusted with managing the affairs of another fails to fulfill their fiduciary obligations. Attorneys specializing in breach of fiduciary duty cases represent individuals harmed by these breaches, seeking to hold the responsible party accountable, recover damages, and protect the interests of the affected parties.

Accounting Action

An accounting action refers to a legal proceeding initiated to request a thorough and accurate accounting of a trust or estate’s financial transactions and management. Attorneys specializing in accounting actions represent beneficiaries or interested parties seeking transparency, accountability, and a comprehensive review of the financial records and activities related to the trust or estate.

Tortious Interference With a Testamentary Expectancy

Tortious interference with testamentary expectancy refers to a legal claim filed when someone intentionally disrupts or interferes with another person’s anticipated inheritance. Attorneys specializing in this area represent individuals who believe their rightful inheritance has been wrongfully interfered with, seeking to hold the responsible party accountable and seeking appropriate legal remedies.

Florida Trust Litigation Laws

Lake Nona trust litigation laws fall under the broader umbrella of Florida’s trust and estate laws. These laws govern the creation, management, and termination of trusts and the litigation surrounding them. Trust litigation can arise from a myriad of issues, including alleged mismanagement of trust assets, conflicts among beneficiaries, or disputes about the trust’s terms or the trust’s validity.

A key feature of these laws is the Fiduciary Duty, or the legal obligation imposed on trustees to act in the best interest of the trust’s beneficiaries. Breach of this duty can lead to litigation. Statutory rules like the Florida Trust Code in Orange County and Central Florida provide a robust legal framework for addressing these disputes. Understanding these complex laws can be challenging.

Why Should I Hire a Trust Litigator?

Managing a trust or being a beneficiary can sometimes prove more complex than anticipated. Trusts involve intricate legal dynamics, and disputes often arise about the trust’s validity, interpretation of its terms, or allegations of fiduciary duty breaches. When faced with such issues, it’s vital to consider hiring a trust litigation attorney. But why is this so important? Here are some compelling reasons.

Expert Knowledge of Local Trust Laws

Trust litigation attorneys possess an in-depth understanding of trust laws, which are complicated and vary from state to state. The intricacies of these laws can be overwhelming for a layperson. From understanding statutory obligations to interpreting legal documentation, our Lake Nona probate attorneys have the expertise to navigate these complex legal waters. Their profound knowledge enables them to create solid strategies to tackle trust disputes effectively.

Decades of Trust Litigation Experience

Our trust litigation lawyers bring years of experience, honed skills, and a strategic approach to every case. They have handled thousands of trust disputes and know how to adapt their legal strategies based on different circumstances, laws, and cases.

Negotiation for the Best Possible Outcome

Trust disputes often involve family members or close relationships, making them particularly sensitive. Our attorneys handle the legal complexities and provide objective and measured guidance during emotional times. They are skilled negotiators seeking common ground and resolving issues amicably whenever possible. However, they are also prepared to protect your interests when required.

Safeguarding Your Rights

Lake Nona estate planning, wills, and trusts attorneys help ensure that your rights are safeguarded throughout the process. If you’re a trustee, we can help protect you against allegations of mismanagement or breaches of duty. If you’re a beneficiary, they can ensure that the trust is being administered correctly and that your interests are being respected. In both cases, they can advocate for you and ensure your voice is heard.

Time & Stress Management

Litigation is often time-consuming and stressful. Having a professional handle your trust litigation not only saves you a considerable amount of time but also relieves the stress associated with court proceedings. They manage all the paperwork, prepare for hearings, and handle the negotiations, allowing you to focus on your personal life and responsibilities.

Hire a Lake Nona Trust Litigation Attorney

Hiring a licensed trust litigation attorney helps ensure your trust-related disputes are handled properly. We bring an in-depth understanding of trust laws, strong negotiation skills, and meticulous preparation. Our lawyers are experienced in all aspects of trust litigation and can effectively represent you in cases involving breach of fiduciary duty, trust mismanagement, or beneficiary disputes.

Client Success Stories

Discover why clients trust and recommend our legal services.

Charles “Chad” Walker has served Gibbs & Register, Inc. for the past ten years as our de facto general counsel. Chad has demonstrated both a broad knowledge of general legal matters and has been exceptional when it comes to construction law. His knowledge of both the law and the specifics of each issue he has advised us on has been well researched and his proposed strategies have been successful.

John Rodriguez

Gibbs & Register, Inc.

Amazing Just Amazing. The James and his team were fabulous. I want to thank everyone for helping me through this probate process. Every question I had you guys always answer and I am really thankful. The different modes of communication was wonderful especially for me that has a busy schedule. I would definitely recommend to anyone they are great at what they do.

Marlene B.

Working with James and his team has been great. They are a hardworking group that cares about their clients. I highly recommend.

Spencer Gledhill

I had a great experience and would definitely use them again for any estate planning needs. Thanks guys!

Shay

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Contact us today to set up a consultation with one of our attorneys. We look forward to speaking with you!

  • Highly Rated & Accredited
  • Over Forty Years of Experience
  • Strong Litigation Record
  • Client-Centered Approach

Connect Now (407) 745-0609

Charles (Chad) R. Walker, Jr.

Charles (Chad) R. Walker, Jr.

James M. Flick

James M. Flick

Christian Bonta

Christian Bonta