Neutral (Fiduciary) Services

Estate Litigators often find themselves involved in a case where parties’ interests are not aligned. In these situations, all parties may benefit from a neutral third party fiduciary to safeguard trust or estate assets while the litigation is pending.

Disputes can relate to allegations of mismanagement of assets, the validity of a trust or will, or even the management of an elder or dependent’s care. No matter what the issues are, a neutral can protect and manage assets – or provide for an elder’s care – so no further damages occur. Bringing in a neutral can either be permanent or temporary in nature.

Matthew Talbot is a Certified Specialist in Estate Planning, Trust and Probate Law, and has represented neutrals in complex trust and probate matters for over 15 years. He currently represents neutrals managing multi million dollar estates in the San Francisco Bay Area.

• Talbot Law Group works exclusively with a small group of well respected and licensed professional fiduciaries in the San Francisco Bay Area.

• In some instances, attorneys from Talbot Law Group agree to act as the Neutral third party trustee or Administrator.

A Collaborative Approach

Our approach as a representative of neutrals, or the acting neutral, is a collaborative one. We work with all the parties to ensure the best results for everyone involved. Our goal is to ensure that all of the parties are heard in the legal process, and no one person feels left out. We work hand in hand with our fiduciaries to ensure that all assets are appropriately protected and their value is maximized.