[WSBAPT] California/San Jose Area Trust Attorney Referral

Nick Pleasants npleasants at ohswlaw.com
Wed Aug 3 18:11:08 PDT 2022


I work with Michelle Yu in Los Altos (San Jose area) quite often. https://www.yuattorney.com/
I don't think she would handle an outright trust dispute, but she could help you amend the trust/change successor trustee, or refer it to an Elder Abuse attorney in the South Bay if you need.
Best,
Nick
Nicholas Pleasants | Shareholder

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Natalie Kuehler
Sent: Wednesday, August 3, 2022 3:46 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] California/San Jose Area Trust Attorney Referral

I have a client who is looking for a good trust and estates attorney, ideally with a background in elder abuse, located in the San Jose, CA area. The client has just become successor trustee to a survivor's trust after his mom resigned. There is trouble brewing with a no-good brother who is in line to become successor trustee for the decedent's trust if mom resigns from that position. The brother has potentially been abusive to mom, which is why she is refusing to resign as trustee of the decedent's trust. It is questionable how long mom will remain competent. The client is looking for advice on whether there is any way to prevent the no-good brother from becoming successor trustee of the decedent's trust.

Thank you!

Natalie N. Kuehler
THE KUEHLER LAW FIRM PLLC
PO Box 3059 - 1112 State Route 20
Winthrop, WA 98862
o: (509) 996-2832 x1 - c (509) 557-5769
www.kuehlerlaw.com<http://www.kuehlerlaw.com>

CONFIDENTIALITY STATEMENT: This message contains information that may be confidential and protected by the attorney-client privilege. If you received this message in error, please notify the sender immediately and delete the message.

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