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.
Trustee theft occurs when a trustee, who is entrusted with managing a trust’s assets, intentionally takes funds or property for their benefit rather than for the benefit of the trust’s beneficiaries. This estate fraud is a serious violation of the trustee’s fiduciary duties and can have devastating financial consequences for the beneficiaries.
Trustees have a legal obligation to act in the best interests of the beneficiaries when managing and distributing trust assets. Unfortunately, when a trustee fails to uphold these duties, it can lead to theft, misappropriation of funds, or other fraudulent activities.Â
We specialize in representing clients who have been victims of trustee theft, mismanagement, or breach of fiduciary duty. Our San Jose estate fraud attorneys work tirelessly to uncover evidence of trustee misconduct and help victims recover stolen inheritance, protect their trusts, and prevent trust embezzlement in the future.Â
The trustee withdraws money or transfers assets from the trust to their personal account without authorization.
The trustee uses trust assets for their personal benefit, such as making questionable loans to themselves or purchasing property at below-market rates.
The trustee forges signatures or falsifies financial records to cover up theft or mismanagement of trust assets.
The trustee unlawfully retains trust assets or delays distributions to beneficiaries, even though the trust mandates it.
The trustee engages in fraudulent transactions, such as selling trust property at undervalued prices to a friend or relative for personal gain.
If there are unexpected withdrawals or transfers of money, it may be a sign that the trustee is misappropriating funds.
The trustee becomes evasive or uncooperative when asked for information about trust accounts or financial reports.
If the trust assets appear to have diminished without explanation, this could indicate that the trustee is stealing from the trust.
If the trustee is delaying or avoiding making distributions to beneficiaries, especially when the trust document specifies when and how assets should be distributed, theft may be involved.
If the trustee is living a lifestyle that seems inconsistent with their income or financial standing, it could be a sign of theft or misuse of trust 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!!