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Max Alavi, Attorney at Law, APC - OC Trusts Lawyer

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Newport Beach, CA
Max Alavi, Attorney at Law, APC - OC Trusts Lawyer

Max Alavi, Attorney at Law, APC - OC Trusts Lawyer Estate Planning & Trust Litigation Firm
Serving clients in Southern California.
(1)

We are a boutique law firm focusing on Probate, Estate and Trust Litigation, Estate Planning and Probate and Trust Administration with multiple locations across Southern California. With decades of combined experience, our Estate and Trust litigators are experienced trial attorneys who represent clients in the most complex disputes involving wills, trusts and estates. This experience allows our at

torneys to foresee issues before they arise when drafting your customized and tailor made estate plans, saving you and your family the expense, and frustration associated with costly litigation.

08/30/2024

We're thrilled to share that Max M. Alavi has been featured in Mirror Review for his outstanding work in estate planning, trust, and probate litigation! With over three decades of experience, Max brings a hands-on approach to simplify complex legal issues, providing clarity and guidance to his clients in Southern California.

From his early days at a Houston law firm to becoming the founder of Max Alavi APC (DBA OC Trusts Lawyer), Max has built a stellar reputation for managing emotionally charged disputes and helping clients protect their legacies. Our team is dedicated to delivering exceptional legal services tailored to meet each client's unique needs.

💼 If you're navigating the complexities of estate planning, trust administration, or probate, let us be your guiding light. Learn more about Max's journey and how we're making a difference for families in Orange and Los Angeles Counties.

👉 Read the full article here: https://www.mirrorreview.com/max-alavi-southern-californias-estate-planning/

05/29/2024

At OC Trusts Lawyer, we're thankful for every client who chooses us. Your reviews and recommendations are invaluable. Thank you for choosing OC Trusts Lawyer!

05/23/2024

Looking for comprehensive legal assistance tailored to your unique needs? Look no further! At OC Trusts Lawyer, we pride ourselves on our specialized expertise in various legal practice areas. Here's a glimpse into what we offer:

🔍 Trust Litigation: When disputes arise, you need a dedicated team in your corner. Our trial attorneys are relentless in advocating for your interests, ensuring success in trust litigation cases.

Learn more: Trust Litigation

⚖️ Probate and Trust Administration: Navigating probate and trust administration can be daunting. Let us simplify the process for you while keeping costs reasonable. Trust us to handle the complexities with efficiency and care.

Learn more: Probate and Trust Admin

🏛️ Estate Planning: Secure your legacy and protect your assets with meticulous estate planning. Our experienced lawyers provide personalized counsel to create custom living trusts tailored to your objectives.

Learn more: Estate Planning

At OC Trusts Lawyer, we're not just legal professionals; we're partners in safeguarding your future. Contact us today to embark on your personalized estate planning journey.

https://www.octrustslawyer.com/areas-of-practice/

05/21/2024

Trust disputes can be complicated both legally and emotionally. The best way to achieve an optimal outcome is to enlist the services of a trust litigation law firm. Here’s how a trust litigation attorney can help:

✅ Legal Expertise: Advising on the statute of limitations, case law, and legal strategy
✅ Dispute Resolution: Recommending mediation or settlement while protecting your interests
✅ Emotional Support: Providing clarity and stability in challenging family dynamics

Learn more about the benefits of hiring a trust litigation lawyer by reading this post from OCTrustsLawyer.com.

🔗 Read the full article here: https://www.octrustslawyer.com/reasons-to-choose-an-experienced-trust-litigation-attorney/

05/15/2024

Max Alavi's exceptional work in trust litigation and estate law has earned him a well-deserved recognition of his peers .Super Lawyers is a prestigious peer rating service that recognizes accomplished attorneys in over 70 practice areas. The Thomson Reuters research team honors lawyers based on peer recognition, case results, and professional achievement.
Join us in celebrating his outstanding contributions to the field!

05/10/2024

Do you know why trusts end up in court? From improper trust informtion to trustee mismanagement; we bring you the 6 most common reasons...
Read them all here: https://www.octrustslawyer.com/why-do-trusts-end-up-in-court/ and find out the best way to avoid your trust ending up in legal dispute,

05/02/2024

Ever wondered what happens when trustees abuse their power? We've seen it firsthand. From neglecting trust instructions to using funds for personal gain, trustee misdeeds can jeopardize the fulfillment of intended legacies

Curious to learn more about trustees' duties and real-life cases like Uzyel v. Kadisha?

Discover:
🔍 What is a trustee and their fiduciary duties?
🔍 The crucial duty of loyalty and its implications
🔍 A gripping case study shedding light on trustee misconduct

https://www.octrustslawyer.com/trustee-duties-duty-of-loyalty/

04/30/2024

We value the trust our clients place in us for their legal needs. Their support motivates our ongoing commitment to quality.

04/25/2024

As long as you’re alive, you enjoy critical protections for your retirement funds. Specifically, the assets in an IRA or 401(k) are shielded from lawsuits, courts, and creditors. But when you die, these protections evaporate, meaning any retirement assets your loved ones inherit from you can be seized.

Effective estate planning can prevent this.

Read the whole article to learn how: https://www.octrustslawyer.com/how-to-protect-your-retirement-accounts/

04/23/2024

Our client's review reinforces our commitment to excellence in trust creation. Thank you for acknowledging our efforts to secure your assets and future.

04/17/2024

"When the holder of a living trust dies, or the trust becomes irrevocable upon its own terms (e.g., the creator of the trust becomes incapacitated in some way), California Probate Code § 16061.7 requires the trustee to provide notice to all beneficiaries and heirs. This must be done within 60 days of the original trust holder’s death.

If the trustee fails to do this, beneficiaries may file a petition in probate court, compelling the trustee to furnish them with a true and complete copy of the trust. In addition, the probate court can order the trustee to pay for any of the beneficiary’s attorney’s fees, specifically covering any costs incurred with trying to obtain a copy of the trust."

https://www.octrustslawyer.com/what-can-i-do-if-the-trustee-wont-give-me-a-copy-of-the-trust/

https://www.octrustslawyer.com/what-can-i-do-if-the-trustee-wont-give-me-a-copy-of-the-trust/

04/11/2024

Do you know the most common reasons trusts end up being challenged in court?

The trust isn’t properly funded. In order for the trust to be binding, the named assets must be properly transferred into the trust.

Ambiguous language. If the terms of the trust are unclear somehow, it can lead to disagreements or disputes between different family members.

Questions regarding the trustee’s actions. A trust may be challenged if there is reason to think the trustee has been neglectful, engaged in fraud, or otherwise violated their fiduciary duty.

Concerns about undue influence. Sometimes, a trust may be challenged if there is a perception that one heir or beneficiary exerted inappropriate influence or manipulation over the trust’s maker.

Misgivings about the trust maker’s mental capacity. Trusts are also challenged when there is reason to believe the trust maker was not in the right mind to create, revise, or amend the terms of the trust.

Read more: https://www.octrustslawyer.com/common-trust-challenges/

04/08/2024

Are you familiar with the legal criteria used to assess whether a will or trust has been created or altered due to undue influence?

In 2014, California updated its laws on undue influence and created a four-factor test to determine if someone was unduly influenced to change their will or trust (Lintz v. Lintz 2014). A factor test means that a judge will consider specific facts to make their judgment. The four factors considered to determine undue influence includes:

Vulnerability of the Victim: The victim is the person who has been unduly influenced. Vulnerability can be shown in many ways; the most common are diminished physical and mental capacity, isolation, age, and dependence.
Apparent Authority of the Influencer: The influencer is the person who unduly influenced the victim. Examples of authority can be demonstrated by the status of the influencer: caretaker, family member, or fiduciary (a trusted person with legal responsibilities, like a will executor or trust trustee). Even a spiritual advisor or a handyman can be an influencer.

Influencer’s Unduly Actions: Unduly actions an influencer takes to coerce a victim to grant them their assets are controlling the victim’s basic needs like sleep, social interactions, medication, and access to information. A lot of times, the influencer intimidates the victim. An act that occurs often is the influencer changing ownership of the victim’s real property, which can be done in secrecy and during inappropriate times and places.

Equity of the Result: A judge will evaluate the consequence of the undue influence to determine if undue influence was exercised. If undue influence is proved, the documents can be invalidated.

https://www.octrustslawyer.com/challenging-a-will-undue-influence/

04/03/2024

Grateful for the trust and support shown by our clients. Your words make a difference.

03/31/2024

Wishing a very Happy Easter to all who are celebrating today. 🐣

03/29/2024

We're grateful for the opportunity to assist Alex with their estate planning needs and appreciate his trust in our services.

03/26/2024

Planning for the future is important, but where do you start? Living trust might be a good first step. Avoid probate, maintain privacy, and retain control over your assets.

Ready to explore trust creation? Learn the essential steps from experts who specialize in estate planning.

Read more: https://www.octrustslawyer.com/how-to-create-and-manage-a-trust-successfully/

03/22/2024

Are your assets really safe? Learn the warning signs of trust scams, how to protect yourself.; and what to do if you do fall victim to it.

https://www.octrustslawyer.com/uncovering-trust-fraud-signs-strategies-and-legal-remedies/

03/19/2024

Today marks the , a time when cultures worldwide celebrate renewal. From various equinox traditions to Nowruz, this day holds significance for many. At OC Trusts Law, we honor this diversity and embrace the spirit of fresh beginnings. Here's to a season of growth, harmony, and shared traditions!

03/17/2024

🍀 Wishing all our clients and colleagues a St. Patrick's Day filled with luck and legal victories. Happy St. Patrick's Day!!

03/14/2024

What exactly entails the trustee fiduciary duty of care?

The California Probate Code, particularly sections 16040 and 16014, addresses this duty. Section 16040 mandates trustees to administer the trust with reasonable care and skill, aligning with the trust’s goals. Further, section 16014 requires trustees with specialized skills, like lawyers or accountants, to apply their professional knowledge in trust management.

https://codes.findlaw.com/ca/probate-code/prob-sect-16040/
https://codes.findlaw.com/ca/probate-code/prob-sect-16014/

03/08/2024

💼🌸 Happy International Women's Day from all of us at OC Trusts! Today, we honor the resilience, strength, and intelligence of women everywhere. As always we remain committed to advocating for equality and justice for all.

03/06/2024

Living trust has the power to protect your children's their inheritance and preserve your legacy, without the risk of premature distribution or mismanagement.
In this article we break down how how a properly planned living trust can safeguard their interests. Plus, we will show you steps to setting one up., while also teaching you how to choose the right trustee to manage the trust. Interested in protecting their future?

Click the link to learn more about creating a lasting living trust:

https://www.octrustslawyer.com/ensuring-minor-beneficiaries-receive-their-inheritance-with-a-living-trust/

📚🔐

03/01/2024

Navigating the complex world of living trusts, estate planning, and probate can often feel overwhelming. Recognizing the need for clarity, we've compiled a detailed glossary of legal terms to assist anyone looking to understand and navigate trust creation.
This glossary includes straightforward definitions for essential legal concepts such as living trusts, estate planning, probate, trustees, beneficiaries, wills, power of attorney, guardianship, conservatorship, trust administration, estate tax, and more.

By familiarizing yourself with these terms, you can gain a clearer understanding of the processes involved in managing and protecting your assets. Explore the full glossary and learn how we can assist with your estate planning and probate needs. Click here to read more : https://www.octrustslawyer.com/estate-planning-glossary/

02/27/2024

We're proud we were able to deliver detailed answers to all trust-related questions our client had; in our first conversation. It's all about making complex legal matters simpler and easier to understand.

02/22/2024

Estate planning can feel overwhelming, especially for blended families facing unique challenges. But did you know that with the right approach, you can ensure a fair and smooth transition of your legacy to your loved ones?

At Max Alavi, Attorney at Law, APC, we specialize in creating living trusts tailored to the intricate dynamics of blended families. Learn how our expert strategies can protect your assets, avoid litigation, and maintain harmony within your family. Dive into our latest article for essential insights and solutions that promise peace of mind for you and your loved ones. Your family’s future is worth it.

Click to explore how we can help. ➡️ https://www.octrustslawyer.com/navigating-estate-planning-for-blended-families-a-guide-to-living-trusts/

02/19/2024

Happy Presidents' Day from all of us at OC Trusts! 🎩 Today, we honor the great leaders who have shaped our nation's history and principles. As we reflect on their legacies, let's also celebrate the values of integrity, justice, and equality that continue to guide us. Wishing you a day filled with patriotism and pride.

02/15/2024

Did you know that Max Alavi has been recognized as a California Super Lawyer? This prestigious title is awarded by Super Lawyers, a highly respected peer rating service that celebrates accomplished attorneys across more than 70 practice areas. Selected by the Thomson Reuters research team, this title reflects Max's exceptional contributions in trust litigation and estate law!

02/12/2024

Happy Lunar New Year from all of us at OC Trusts! Wishing you a year filled with prosperity, good health, and success. May this new lunar cycle bring joy and blessings to you and your loved ones. Here's to new beginnings and positive energy in the year ahead! 🐉 🌟

Address

2424 SE Bristol Street , Suite 300
Newport Beach, CA
92660

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.octrustslawyer.com/

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