Seniors duped into buying living trusts

Posted on Jul 25, 2010

Senior citizens in Washington State who were duped and/or pressured into buying living trusts are getting a refund.  This story shows how unscrupulous insurance agents used the information collected from preparing the living trusts to sell other financial products to their customers.  Of course, the insurance agents were not attorneys.

Living trusts are useful estate planning tools for many people.  But, not everyone needs one and no one should get a "cookie cutter" document because it is unlikely to meet their needs.  Getting a a trust that isn't personalized may result in unintended consequences and a battle in the probate court.

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The Grossman Law Firm, A.P.C. are San Bernardino, California probate lawyers.  We help probate estates in San Bernardino County, California.  We appear in the Redlands probate court for cases from Rancho Cucamonga, Ontario, Fontana, Rialto, San Bernardino, Victorville, Hesperia, Apple Valley, Loma Linda and Redlands, California. If you  would like more information on probate and trust administration then order our free book The Insider's Guide to California Probate and Trust Administration as well as our free DVD Probate a Will or Administer a Trust After the Death of a Loved One.