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Why choose this provider?
In Citrus Heights and the rest of California, estate plans may designate multiple co-trustees or executors. These arrangements can work well — or become a source of tension if the individuals involved disagree. Ravi Patel helps resolve disagreements between co-fiduciaries, including situations where one person believes the other is overstepping, withholding information, or failing to act. These cases involve requests for court intervention, temporary suspension, or petitioning for a single successor. Patel evaluates the trust’s language, state law, and any communication breakdowns. His goal in these cases is to identify the fastest lawful path to resolution, minimizing delay and administrative costs.
- Estate Planning
- Trust Administration
- Heggstad Petitions
