The Trust Fund Battle: How Sibling Rivalry DESTROYS Generational Wealth

Estate litigation expert Matt Stein breaks down the emotional and financial cost of family members fighting over a trust. Discover why naming a child as trustee often leads to lawsuits and how you can prevent the "pot" from being diluted by legal fees.

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Find Matthew Stein at:
Website:  https://www.lsalawyers.com/

📈 https://https://www.linkedin.com/in/matthewgstein

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Creators and Guests

Chris Chudacoff
Host
Chris Chudacoff
Striving to help my clients understand the best mortgage option for them based on their needs, goals and financial success! I am passionate about eliminating the myths around the mortgage maze of confusion and guide my clients with a proactive approach.
Matthew Stein
Guest
Matthew Stein
Matthew G. Stein is a Probate Litigation Attorney and Partner at Law Stein Anderson, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary. Mr. Stein is also recognized for his years of experience in defending against personal injury, premises and product liability matters. He has aggressively defended against catastrophic injuries brought against manufacturers, land owners, and business owners in trial. It has been shown that his effective trial experience protects businesses and their financial interests. Mr. Stein has successfully litigated and/or tried numerous multi-million dollar lawsuits. Mr. Stein has also been named California “Super Lawyer”, and has been consistently ranked in Super Lawyer’s list of top attorneys in Southern California. His clients include large corporations, world-wide nonprofit organizations, corporate executives, prominent individuals and family-owned businesses. However, every client and every project, whether big or small, receives the same level of commitment, diligence and ingenuity which distinguishes Mr. Stein’s practice. As an experienced trial lawyer and skillful negotiator, Mr. Stein is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented. Licensed in all State and Federal courts throughout California, he is well versed in handling arbitration, mediation, and other alternative dispute resolutions. Mr. Stein continues to obtain several significant trial wins for his clients and believes that the best results are achieved when every case is meticulously prepared for trial. In addition to running a successful law firm, Matthew sits on the UCI Dean’s Leadership Executive Committee, is a ProVisors Group Leader, and sits on the Executive Board of Alzheimer’s Orange County.
The Trust Fund Battle: How Sibling Rivalry DESTROYS Generational Wealth
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