Perryman Law Firm

Trial Victory:

Following a Court Trial, Judge rendered a verdict awarding damages in favor of my client in her suit to recover damages resulting from a breach of contract to make a will or trust that should have left her two real properties in exchange for financial assistance in the form of monthly payments. My client made monthly payments, but her parents breached the agreement by selling the properties and refusing to pay the money back.

Legal Take Away:

Normally an estate plan is revocable by the grantors unless consideration is paid in exchange for future inheritance. If you agree to accept consideration such as financial assistance or care in return to make a will or trust leaving the property after you pass, then you must perform, and failing to do so will end up in the payment of damages.

The death of a beloved family member or friend is emotionally devastating and particularly complicated if they died owning property and did not create a trust.

Visit our website for more information about the probate process and how we can help you navigate through it.

Probate Whether a person died with a will (testate) or without a will (intestate) his or her estate must go through probate in order to legally transfer the assets to the beneficiaries or heirs. California…

JURY VERDICT IS IN!

It was a successful day. We proved to a jury in Riverside County Court Department 6 that Respondent financially abused her father through undue influence with malice and that she financially abused her father’s 92 year old girlfriend by taking over $50,000 that belonged to her. Justice was served.

A special thank you to the jury members who served for the past two weeks.
Mark Perryman

The goal of an estate plan is to avoid the probate process or litigating ambiguities in court. The litigation costs will substantially decrease the value of your estate, thus reducing the amount to your beneficiaries.

Find out more about Estate Planning and how Perryman Law Firm can help you on our website.

Estate Planning What Makes Up An Estate Plan? A comprehensive estate plan includes a revocable trust, a pour-over will, a power of attorney for health care decisions, a power of attorney for financial decisions, a…

A California fiduciary, whether acting as trustee, executor/administrator, or conservator, is required to account to the beneficiaries. Consequently, a fiduciary is vulnerable to beneficiary attacks if they fail to properly account.

Learn more about trust accountings on our website at https://goo.gl/ISq3Ct.

Trust Accountings If you are a Trustee, an accounting can be a shield you use to fulfill your legal obligations by sufficiently informing the beneficiaries about the trust and about your actions. Also, an accounting…

Our elders need protection from the predators who exploit their vulnerabilities for financial gain. Financial Elder Abuse occurs when a predator receives money or property through fraud or undue influence over an elder.

Find out more about how you can protect yourselves or a family member against elder abuse on our website.

Elder Abuse An elder is anyone 65 years or older, or a dependent adult. These elders are protected under California law. A predator can be any person or any entity. Usually—and despicably—the preda…

Are you a beneficiary of a will or trust and not receiving your inheritance? If you are not aware, California law imposes strict fiduciary obligations on trustees and executors. As a fiduciary, trustees and executors are held to the highest standard of care in all of their actions.

If you want to learn more about your rights as a beneficiary, visit our website.

Beneficiary Abuse If you are a beneficiary, the acting trustee or executor is legally obligated to act in your best interest, despite their personal feelings. Yet, some fiduciaries violate their duties because of th…

Happy Holidays from Perryman Law Firm.

If a Will or Trust accurately reflects a person’s true intentions, leave it alone. But, what if you suspect the Will or Trust reflects someone else’s intentions? You have to make a decision to fight. This decision is not always easy because of the emotions and finances involved.

If you want to learn more about what to look for, visit our website.

Will & Trust Contests If a Will or Trust accurately reflects a person’s true intentions, leave it alone. But, what if you suspect the Will or Trust reflects other intentions?

Are you a beneficiary of a will or trust and not receiving your inheritance? If you are not aware, California law imposes strict fiduciary obligations on trustees and executors. As a fiduciary, trustees and executors are held to the highest standard of care in all of their actions.

If you want to learn more about your rights as a beneficiary, visit our website.

Beneficiary Abuse Are you a beneficiary of a will or trust and not receiving your inheritance? California law imposes strict fiduciary obligations on trustees and executors.

"Two years ago my father passed away and my brother and I, along with my father's wife of 18 months, were assigned as trustees to administer my father's trust and wishes. After 7 months of following my father's wishes the wife decided to sue the Trust, my brother, and I to pay some debts she owed."

Find out how we helped Jeffrey and many others. Visit our testimonials page.

Testimonials Visit the post for more.