Vistas Law Group is proud to share a recent success on behalf of heirs in a complex trust litigation case.
Partner Louie A. Ruiz recovered an estate in the amount over $1.7 million. Several heirs of a vested beneficiary named in a Trust were entitled to inherit from a Trust estate. Unfortunately, the successor trustee—who was unsophisticated in his role—sought to take the estate for himself, in clear breach of trust and mismanagement of the estate. Initially, the client was only offered $300,000 to “resolve” the matter, far below the true value of the inheritance.
Through careful analysis, strategic negotiation, and drawing on years of experience in trust and estate litigation, Mr. Ruiz was able to challenge the trustee’s actions and advocate aggressively for the heirs’ rights. After over 5 years of work, a settlement was reached at over $1.7 million—more than five times the original offer.
This case is a reminder of why beneficiaries need strong, knowledgeable representation when trust disputes arise. Trustees, whether acting in bad faith or simply lacking the sophistication to handle complex fiduciary duties, can cause serious harm to rightful heirs. With the right counsel, however, beneficiaries can protect their inheritance and hold trustees accountable.
Vistas Law Group is grateful for the opportunity to have helped the heirs secure the inheritance they deserved and to bring this case to a fair resolution.
If you or someone you know is facing a trust or estate dispute, don’t settle for less than you’re entitled to. An experienced trust litigation attorney can make all the difference. Contact Vistas Law Group today.