Hess-Verdon & Associates PLC

  4.8 – 43 reviews   • Estate planning attorney

Hess-Verdon & Associates PLC 92660

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Hess-Verdon & Associates is one of the leading Trust & Estate law firms in California. Trust litigation is one of our three primary practice areas along with estate planning and trust administration. If you have a trust litigation matter, please give us a call. Our attorneys have handled cases throughout the state of California helping families resolving trust and estate disputes. With over 32 years of in-depth knowledge of probate and trust litigation, we “fully understand” the family dynamics when the estate planning goes wrong and how to get it back on the right track. If you feel you have a case or you need a second opinion, please do not hesitate to call our office to get answers or better understanding of your situation.

Located In: 620 Newport Center

Service Options: Online appointments· Onsite services

Appointments: hessverdon.com

Hours

Friday8:30AM–5:30PM
SaturdayClosed
SundayClosed
Monday8:30AM–5:30PM
Tuesday8:30AM–5:30PM
Wednesday8:30AM–5:30PM
Thursday8:30AM–5:30PM

Address and Contact Information

Address: 620 Newport Center Dr #1400, Newport Beach, CA 92660

Phone: (949) 706-7300

Website: https://hessverdon.com/?utm_source=GMBlisting&utm_medium=organic

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Services

Law Firm
Probate litigation
Trial Attorney
Advanced Estate Planning
Beneficiary Representation
Business Torts
California Special Needs Trust Attorney in Orange County and surrounding cities
Searching for a Special Needs Trust Attorney in Orange County? A variety of state and federal benefits are available for persons who may need skilled nursing care or who are unable to support themselves due to a disability. Using a Special Needs Trust (SNT) can allow a disabled beneficiary to take advantage of both public benefits and a settlement from a lawsuit, a gift, or a distribution from inheritance. Take Note: Both first-part and third-party SNTs must be properly drafted in order to protect the disabled beneficiary’s right to receive means-tested public benefits. 2nd note: Tax consequences of SNTs are also very complex. 3rd note: Some States require that an annual budget be established. 4th note: If you don’t follow State rules, and they may change periodically, you will disqualify the trust and disqualify the beneficiary from Medicaid. Experienced Legal Counsel: Our firm tailors each trust to address the unique situation and circumstances of each client.
Charitable Remainder Trusts
A charitable remainder trust (CRT), which is an irrevocable trust, generates an income stream for you as the donor or other beneficiaries. The remainder of the assets donated goes to your charity of choice.
Client Reviews
Commercial (Business) Litigation Attorneys
Choosing the Right Business Litigation Firm is ParamountHave your rights been violated? Have you been served a subpoena? Are you at a crossroads and in need of a commercial litigation attorney? If so, read on.No matter the size of your company, its formation, partnerships, joint ventures, etc., requires an experienced and knowledgeable business disputes lawyer to ensure your rights are protected during each step of the dispute process. It’s imperative to be patient and steadfast in making the right decision. The last thing you need is to lose focus on company day-to-day matters. Much is riding on litigation issues such as company reputation, personal reputation, the draining of emotions, time consumption, unpredictability and on-and-on are just a few factors that are at stake and must be taken into consideration when launching into a business dispute.
Drafting Of Wills
Elder Abuse Attorney
Estate And Gift Tax
Estate Law Firm
Estate Planning And Trust Administration
Estate Planning Documents
Estate Planning Law
Financial Elder Abuse
Living Trust Attorneys
Nursing Home Abuse
Qualified Personal Residence Trust
Real Estate Attorneys
Real Estate Legal
Real Estate Litigation
Real Estate Planning
Revocable Trusts
Special Needs Trust Attorney
Choosing the Right Special Needs Law Firm is Paramount Searching for a Special Needs Trust Attorney in Orange County? A variety of state and federal benefits are available for persons who may need skilled nursing care or who are unable to support themselves due to a disability.
Successor Trustee
Trust Administration Attorney
Trust Litigation Attorney in Orange County
Don’t handle your estate litigation matters on your own. Hess-Verdon can help you through the process.When you are facing trust litigation, you will need an “expert” trust litigation attorney in Orange County, CA. that can safeguard your interests.Trust litigation often involves substantial assets and can get complicated very fast. Trust litigation cases involve legal disputes over the administration of the trust. Hess-Verdon & Associates is one of the leading California estate planning law firms involved in litigation regarding wills, trusts, and estates. Estate litigation is one of our primary focus and accounts for much of our work in court and our track record in litigation is both extensive and impressive. Our knowledgeable and aggressive courtroom representation is necessary to ensure family members, executors, trustees, beneficiaries, and others maintain the grantors wishes. Here at Hess-Verdon, we counsel clients on various aspects of estate disputes.
Trustee Removal
Trustee Representation
Wills And Trusts
Estate Planning Attorney
Advanced Tax Planning
Business Litigation
A company’s reputation can be damaged by public disputes. A company may have to stop operations due to contract disputes or accusations of fraud. Litigation may ultimately lead to a decrease in a company’s value, lower sales, or even a business being forced to close. Contact us today.
Charitable Remainder Trusts
Conservatorship Litigation
Elder Abuse Attorney | Newport Beach, Southern California
Elder Abuse and Violence Prevention Do you need an elder abuse attorney? Have you spotted some warning signs that are alarming you? Under Penal Code 368 PC, elder abuse can take many forms, including physical abuse, financial abuse, or physical neglect. Here at Hess-Verdon, we know the emotional feelings you are going through. It’s hard to consider a family member or a close friend being neglected or exploited. Elder abuse is hurtful. Everyone deserves dignity and respect.If you feel there may be some financial, physical, verbal, mental abuse is taking place, glad you are taking prevention! Elder abuse can only get worse, leading to suffering and even death.Elderly Abuse Definition: The Centers for Disease Control and Prevention (CDC) state that elder abuse in an intentional act or failure to act by a caregiver. It can also involve an expectation of trust that causes or creates a risk of harm to an older adult. (60 years or older).
Elder Abuse Estate Planning
Estate Administration
Estate And Trust Litigation
Estate Disputes
Estate Litigation Law
Estate Planning For Blended Families
High Net Worth Estate Planning
Life Insurance Trusts
Living Trust Attorneys
Our clients are aware that a highly drafted living trust / revocable trust is paramount. You will never know how well written your estate plan because it comes into effect after you die. Eliminate family issues by ensuring you work with an expert trust attorney.
Living Trusts
Orange County Estate Planning Attorney with focus in Southern California, Newport Beach and surrounding cities
Estate planning is at the utmost importance due to the many tax implications that can occur if your estate goes to probate. Your estate plan, i.e., a will or trust, can help mitigate the taxes that can be levied upon your estate in the event of a death or being incapacitated. Today, a “well-written” trust is the method most families are choosing to protect assets and to pass them to their heirs and beneficiaries. Note: If you allow your estate to go to probate, recognize the probate judge will do all the selection for you not including the high-cost of probate. See the California probate fees here: https://hessverdon.com/california-probate-fees/. Since statutory fees and costs will the same from attorney to attorney why not pick the best firm you can, One that has thousands of clients, great reputation, and a team of attorneys and paralegals. Contact us today at 949-706-7300. We here at Hess-Verdon, are a “women-led” estate planning attorney firm with a staff of attorneys.
Probate Attorney
Most cases the person who requests appointment as personal representative (executor, administrator) hires a probate lawyer to prepare and submit a Petition For Probate.
Probate Litigation Attorney in Orange County
When you are looking for an Orange County Probate Attorney and/or Trust Litigator, Hess-Verdon & Associates is one of the strongest and most sophisticated trust and estate law firm in the state of California at both the trial and appellate levels. Our probate litigation team has spent years acquiring extensive experience in trial preparation, strategy and trial presentation to help you on your specific case. We welcome the opportunity to discuss your needs, our qualifications, staffing approaches and rate structures with a view toward the successful resolution of Estate, Trust and Probate-related problems. Our probate litigation attorneys are well versed to help mitigate loss, ensuring a cost effective and smooth process. Need immediate assistance, feel free to call us now at 949-706-7300. There are times when you really need a second opinion from another attorney. We can confidentially evaluate what the problems and solutions are for your case.
Probate Litigation Law
Real Estate Litigation Attorney
Choosing the Right Real Estate Law Firm is ParamountReal Estate Partnership DisputesHow do you settle real estate disputes between business partners? Going into a real estate investment with a partner or several partners can be a great way to acquire real estate as a team. The benefits of sharing investment costs allow for a larger down payment and possibly a larger purchase price gives you the opportunity to buy more real estate. Unfortunately, conflicts can occur between real estate business partners. That is why a well-written agreement is the first step of preventing irrevocable damage. The Uniform Partnership Act (UPA or sometimes called the Revised Uniform Partnership Act (RUPA) governs partnership disputes in California. Under that Act, partners can enforce their rights under the California law.Yes, partnership breakups typically occur due to some disagreement — disagreements like workload imbalance, or even allegations.
Shareholder Disputes
Special Needs Trust Attorney
Trial Preparation
Trust Administration in Orange County and surrounding cities
Are you searching for a Trust Administration attorney in Orange County, California? Our firm, Hess-Verdon & Associates works with executors, trustees, personal representatives, and other fiduciaries in all aspects of estate administration. We are committed to the delivery of probate and trust administration services with a sensitivity to the special concerns of our clients. The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. We make the process of probate and trust administration as easy and pain free as possible.There are many moving parts to the trust administration process. From speaking to CPA’s, IRS, tax advisors, investment advisors, etc., is quite a task and there are deadlines and expectations from the beneficiaries. Learn more about our Trust Administration process: https://hessverdon.com/trust-administration/
Trust Attorney Orange County | Newport Beach
TRUST ATTORNEY ORANGE COUNTY. Serving all of Orange County and surrounding counties. Estate Planning, Trust & Probate Litigation throughout the state of California.If you are looking for a Trust Attorney in Orange County, CA., you have come to the right trust & estate planning firm.Hess-Verdon & Associates, PLC is one of the strongest and most sophisticated trust and estate law firms in the State of California at both the trial and appellate levels. Call us at 949-706-7300 to discuss what options make most sense for you.Our legal team of Trust Attorneys in Orange County, are well versed in estate planning, trust administration and trust litigation. Our motto is this: Create, train and manage an aggressive legal team of experts that protect you, our preferred client, with up-to-date tax and estate planning strategies.Rest assured, the Hess-Verdon team is here to help you (see our tax-smart strategies for 2019).
Trust Dispute
Trust Litigation Attorneys
HOW TO FIND THE BEST TRUST LITIGATION ATTORNEY – CALIFORNIA Serving as a trustee over a trust or estate is a serious role. You are responsible for controlling the Trust’s property, finances, and other essential assets in this role.
Trustee Accounting
Trusts And Estate Planning
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Last Updates

WHAT ARE GROUNDS FOR CONTESTING A TRUST IN CALIFORNIA? There are ma…
Jun 15, 2022
WHAT IS THE DIFFERENCE BETWEEN A LAWYER VS A LITIGATOR Are litigators the…
Jun 10, 2022
CAN SIBLINGS FORCE THE SALE OF INHERITED PROPERTY Inheritance…
May 27, 2022

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Contact Hess-Verdon & Associates for a no-obligationTrust & Estate Planning Overview. Located in Newport Beach, CA. Call: 1-888-318-4430.

Reviews

Brad McCarville
What a pleasure it was to work with Blaine Brown and Jim Cunningham over at Hess-Verdon. Not only is their office high class, but the professionalism exemplified by both Blaine and Jim when assisting with my living trust, estate planning, and other legal issues was unmatched to any other experience I’ve had. Having multiple properties out of state and various other assets, their team created a clear and concise plan to help map out my estate and ensure I’m protected. Their knowledge base and willingness to assist far exceeded my expectations. I wholeheartedly trust and support this firm and would highly recommend it.
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Mark Coleman
A few minutes into our first meeting, I felt and experienced Blaine’s passionate attention to detail which remained consistent throughout the case. Without exception, Blaine could recall any aspect or detail of the case at any moment and provide a sound strategy for next steps along with realistic timelines. I found Blaine to be compassionate while taking personal ownership in the case. This combined with his aggressive drive was in my mind, the formula for success in defending our case. So allow me to state the obvious: I would recommend Blaine to anyone!
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Linda White~peters
Jillyn & Hess-Verdon & Associates have been our Trust & Estate firm since 2000. I can’t say enough about Jillyn Verdon. She is brilliant, compassionate, explains all issues of importance to my husband Ross and whether they were big or small, clearly concisely, in a way that is easy to understand. She and her associates have been there for many things that our family has needed. Thank you Jillyn and Ted for all you have done for us and our family. I have referred Hess Verdon Associates to many, many people. And those people, in turn have thanked me for doing so after they’ve met with her and become clients.
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Rhonda Brown
I would highly recommend Hess-Verdon & Associates for Estate Planning. Even though my mom used their service years ago, their firm will continually update you with any changes that may effect your estate.
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Rachelle Parham
Positive: Professionalism, Quality, Responsiveness, ValueMy experience with Hess-Vernon has been nothing short of remarkable. A few months ago it became necessary for me to obtain legal representation in handling issues as trustee for the family trust. I was assigned to Attorney Blaine Brown. Blaine has been remarkable in handling my case. He is a profound listener and extremely detailed in all aspects trust litigation. He is personable and very companionate, as evidenced when dealing with my elderly mother.His attention to details has propelled my case to reach closure much sooner than anticipated, as my experience has been when dealing with law firms in the past. It is my opinion that Blaine’s background in finance gives his clients an added advantage, and he is cognizant and sensitive to time and fees.I highly recommend Hess-Verdon Law Firm. I intend to retain Blaine as my attorney to handle all transactions involved with the family trust in the future.My experience with Hess-Vernon has been nothing short of remarkable. A few months ago it became necessary for me to obtain legal representation in handling issues as trustee for the family trust. I was assigned to Attorney Blaine Brown. …More
My experience with Hess-Vernon has been nothing short of remarkable. A few months ago it became necessary for me to obtain legal representation in handling issues as trustee for the family trust. I was assigned to Attorney Blaine Brown. Blaine has been remarkable in handling my case. He is a profound listener and extremely detailed in all aspects trust litigation. He is personable and very companionate, as evidenced when dealing with my elderly mother.
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Will Howard
“Truly helped us as a family navigate complicated yet very important “Family Trust” development at an important time of our lives.”
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Linda Duffy
Positive: Professionalism, Quality, ResponsivenessI can’t say enough good things about how great a job Hess-Verdon is doing for us. They are highly professional, responsive, and know (and apply) the law. They are not hesitant to fight for their clients, IF a fight is needed. We searched far and wide to find them, tested out some others, and so happy we signed a retainer with Hess-Verdon! They might be pricey, but they are worth every penny!I can’t say enough good things about how great a job Hess-Verdon is doing for us. They are highly professional, responsive, and know (and apply) the law. They are not hesitant to fight for their clients, IF a fight is needed. We …More
I can’t say enough good things about how great a job Hess-Verdon is doing for us. They are highly professional, responsive, and know (and apply) the law. They are not hesitant to fight for their clients, IF a fight is needed. We searched far and wide to find them, tested out some others, and so happy we signed a retainer with Hess-Verdon! They might be pricey, but they are worth every penny!
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Joy Garcia
We have been with Jillyn for over 25 years. We are impressed with the services from Jillyn Hess-Verdon and her staff. Estate planning tailored to your present need while covering potential future changes affecting individual needs. Couldn’t be happier.
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Cynthia Roderique
Positive: Professionalism, Quality, Responsiveness, ValueI contacted Hess-Verdon for a consultation regarding a trust that I am a beneficiary. I had several questions. The law firm representative, Blain Brown, was incredible. He spent time to understand my problem and give me legal advise. This is a major factor when I choose an attorney. Although, I did not hire an attorney for my issues at this time. This law firm is definitely one I feel comfortable with in representing me with sound legal advise and entrusting that all documents would be done correctly.I contacted Hess-Verdon for a consultation regarding a trust that I am a beneficiary. I had several questions. The law firm representative, Blain Brown, was incredible. He spent time to understand my problem and give me legal advise. …More
I contacted Hess-Verdon for a consultation regarding a trust that I am a beneficiary. I had several questions. The law firm representative, Blain Brown, was incredible. He spent time to understand my problem and give me legal advise. This is a major factor when I choose an attorney. Although, I did not hire an attorney for my issues at this time. This law firm is definitely one I feel comfortable with in representing me with sound legal advise and entrusting that all documents would be done correctly.
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Richard Hernandez
Mr. Brown was able to bring my very difficult trust situation to a resolution. He was very skilled and attentive. I give him a lot of credit for guiding this situation to a very positive outcome.
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