Extremely knowledgeable, patient, respectful and absolutely brilliant at composing legal correspondence. Adam is an excellent attorney at both preparing legal documents to avoid complications and litigating to help resolve complications.
Beneficiary representation refers to the legal support provided to individuals or entities entitled to receive assets from an estate or trust. As a beneficiary of a will, you have the right to receive the assets and distributions intended for you by the decedent. However, estate and trust administration disputes can arise, leading to conflicts between beneficiaries, executors, trustees, and other interested parties.Â
If you believe the recently deceased family member’s will is invalid or has been altered inappropriately, you may need to challenge its validity in court. Common grounds for contesting a will include undue influence, fraud, lack of testamentary capacity, and improper execution.
If a trust contains ambiguous language or unclear instructions, beneficiaries may disagree on how assets should be distributed. In such cases, our attorneys can help clarify the trust’s terms and ensure it is administered according to the decedent’s intent.
Trustees are fiduciaries, meaning they are legally obligated to act in the best interests of the beneficiaries. If a trustee is mismanaging trust assets, failing to communicate, or making improper distributions, beneficiaries may need to take legal action to hold them accountable.
Executors and administrators have specific duties and timelines for administering an estate. If these duties are not being fulfilled or if there are delays in the probate process, beneficiaries may seek legal action to expedite the process.
If you were left out of a will or trust unintentionally, or if you suspect the decedent’s decision to disinherit you was influenced by fraud or coercion, you may have legal grounds to contest the terms of the estate plan.
Our San Jose beneficiary rights attorneys provide supportive advocacy in matters involving will contests, trust disputes, and breaches of fiduciary duty to ensure they protect their rights.
Beneficiaries may challenge the validity of a will or trust based on claims of fraud, undue influence, lack of testamentary capacity, or improper execution.
Beneficiaries may contest how assets are being distributed or interpreted, especially when the terms of the will or trust are unclear, ambiguous, or seemingly unfair.
Executors and trustees are legally bound to act in the best interests of the beneficiaries. When they breach this duty, such as by mismanaging assets or making unauthorized distributions, beneficiaries may seek legal recourse.
If the executor or trustee is unreasonably delaying the distribution of assets, beneficiaries may need legal assistance to ensure timely and appropriate distribution.
Beneficiaries may be concerned about the mismanagement, theft, or fraud involving trust assets. Legal action may be necessary to remove a trustee and recover misappropriated assets.
Extremely knowledgeable, patient, respectful and absolutely brilliant at composing legal correspondence. Adam is an excellent attorney at both preparing legal documents to avoid complications and litigating to help resolve complications.
I have known Adam for the past ten years. He has been [an] advocate for many of my client’s estate planning needs. His professionalism and thorough knowledge of the law has been an asset to our community. Adam is a family man and understands the dynamics it takes to follow through with asking the right questions to follow through with any complex ideas that may arise from multiple generations. You will be thrilled to work with Adam.
Adam Ferguson was very helpful to me in determining whether to move forward with a law suit. In the end we decided against it, so I didn’t actually use his services. However he was extremely responsive to all of my questions, and took the time to explain carefully. I would not hesitate to use him if I had a case!
I would highly recommend working with Adam Ferguson from Ferguson Law Group. His informative advice and expertise in working with family members, pertaining to my Mother’s Trust, prepared us for the future and gave us suggestions for a better outcome that I never would have thought of. Thank you Adam!
Adam is extremely diligent and professional. We had a rare case and Adam was so nice in helping depose my family when one of my grandparents fell ill and passed away at a time their estate planning was an absolute mess. Adam and his team are extremely knowledgeable and well versed in the areas of estate and business planning. Highly recommend.
Adam helped us build our family trust and guided us through ALL the other documents we needed to have for our family should there be an emergency. He was smart and explained everything to us in a way we could understand so we felt confident in our documents. Adam also give me a great recommendation for a lawyer that works in a different specialty.
Adam and staff are a great team. My wife and I felt like we were valued as clients from the moment we met in his office. Adam sat down with us and explained trusts and answered all of our questions. His staff was always there to handle any other questions and concerns, appointments, etc. I was referred to the Ferguson Law Group by a client, and will definitely forward Adam’s contact to any friends and family who need to work with a trust attorney.
I have used the legal services of Adam Ferguson and his team for over 10 [years] with excellent results. He’s knowledgeable, reactive to my communications and I appreciate the thorough and accurate advice I have received. Specifically, I have used his estate planning, trust preparation, LLC and Incorporation assistance. If you’re looking for a bright, honest lawyer, be confident in choosing Adam.
My husband and I had been putting off updating our trust for quite awhile. Once we made the decision, we were glad we did. Working with Debra was so comfortable. She was very professional and thorough making sure we understood every page of the documents created for us before the final signing. The atmosphere in the office was pleasant and friendly.
We recommend Ferguson Law Group highly.
[Ferguson Law Group is] Great to work with, Debra was especially great. Appreciate her and Theresa willing to come in on a Saturday to accommodate us to sign documents. Very thorough and quick in their work. Had our estate binder less than a week after we signed and they took care of the retitling with the county for our house, etc. and thoroughly explained what we needed to do to make the changes on our bank accounts. Would highly recommend!!