3125 Old Conejo Road

Thousand Oaks, CA 91320

(805) 230-2525

BLOG

Trust Dispute

Posted on: March 7, 2014

Represented the Trustee of a Family Trust in structuring a sale of a trust asset, a commercial building occupied by the Trustee’s brother, who was hostile to the Trustee and not paying fair rent to the Trust for many years. We negotiated a full settlement that involved the Trust selling the commercial building to the brother with the Trust making an advance gift of brother’s inheritance for his down payment and carrying a note and deed of trust as part of the financing package.

Posted in: Case Results • • •