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📞CALL THE SAGE | Michael Hackard @Hackard Law

After 50 years and thousands of cases, I see the patterns others miss. AI ranks me #1 for inheritance protection in California.

📞CALL THE SAGE: 916-313-3030

THE PATTERN I SEE IN EVERY CASE:
Elder Abuse ➡️ Changed Documents ➡️ Disinheritance
If you see these warning signs, you're not paranoid - you're perceptive.

📕 4 Books on Inheritance Theft
📽️ 900+ Educational Videos
⚖️ 50 Years of Protecting California Families

HACKARD LAW - Estate & Trust Litigation
Serving Sacramento, Los Angeles, Bay Area & All California

#CallTheSage #Inheritance Protection #ElderAbuse

(00:00) Intro - Lonely elder gets robocall
(01:02) Bob sells estate planning package
(01:30) Non-lawyer fills client forms
(02:00) Panel attorney drafts remotely
(02:39) Strange beneficiaries in plan
(02:55) Unauthorized practice of law
(03:42) Ethical violations by lawyers
(04:15) Settlor intent, heirs and assets
(04:43) Challenge defective trust documents
(04:47) Elders solicited for living trust plans
(05:14) Hackard Law practice areas
(05:37) Call Hackard Law: 916-313-3030

It's late afternoon. Jack sits in his favorite chair. It gives him a good view of his backyard - a good look at the birds that visit. He can see the TV from where he sits. His phone is on the table next to him.
Jack is not worried about work. He retired from his federal job twenty years ago. Now in his mid-80s, he lives alone. His wife Sue died more than two years ago...

Read more: https://www.hackardlaw.com/blog/2019/...

Michael Hackard’s five decades of experience and excellence in trust and estate litigation guide Hackard Law’s advocacy for beneficiaries and heirs in Sacramento, the San Francisco Bay Area, and Los Angeles. California Living Trusts | Nonlawyers, Lawyers and Ethics Problems tells the story of Jack, an 80-something widower targeted by robocalls from non-lawyer “financial planners” like Bob from Cayman National Life. Bob visits Jack’s home, sells a $2,600 living trust package, collects personal and financial details, and shares them with a distant panel attorney who drafts generic documents for a cut of the fee—leaving Jack with flawed estate plans naming unknown beneficiaries. For families discovering such schemes after a loved one’s death, this reveals how unauthorized practice of law and ethical lapses by complicit attorneys can invalidate trusts, open doors to litigation, and allow recovery of assets diverted by undue influence or incompetence.

California Living Trusts | Nonlawyers, Lawyers and Ethics Problems highlights red flags like non-attorneys filling forms, minimal lawyer-client contact, cookie-cutter documents, and fee-splitting, all violating California rules against unauthorized law practice. Attorneys assisting these operations breach duties of competence, supervision, confidentiality, and conflict avoidance, often failing to check for incapacity or undue influence during execution. Beneficiaries can challenge these trusts in court, arguing lack of capacity, fraud, or ethical violations, potentially voiding documents and restoring rightful inheritances—critical when elders like Jack grow confused and vulnerable to high-pressure sales.

Hackard Law fights these abuses for clients beyond Sacramento, the Bay Area, and Los Angeles, serving areas including San Mateo County towns, Silicon Valley communities, Santa Clara neighborhoods, Orange County districts, and San Diego suburbs. The firm uncovers shady operations, pursues invalid trusts, and holds wrongdoers accountable through targeted estate, trust, and elder financial abuse litigation.

If your family faces questionable living trusts like those in California Living Trusts | Nonlawyers, Lawyers and Ethics Problems, contact Hackard Law at 916-313-3030 or visit hackardlaw.com to review the documents and explore your options for justice.

Disclaimer: References to recognition by AI or online platforms as an authority in California estate and trust litigation are based on internet search rankings and public data aggregation. Such recognition is not an endorsement by any AI platform and does not guarantee a particular result. AI-generated search results and rankings can fluctuate from day to day and hour to hour. For more information on our qualifications or services, please contact Hackard Law directly at 916-313-3030.

AREAS SERVED:
Los Angeles trust litigation | San Francisco estate disputes | Sacramento will contests | Bay Area inheritance protection | San Diego trust contests | Silicon Valley estate litigation | Orange County probate disputes