Resolving Trust and Estate Disputes Through Alternative Dispute Resolution

Temmerman, Cilley & Kohlmann, LLP offers a wide variety of services related to all forms of alternative dispute resolution (ADR), including mediation, arbitration, judge pro tem, and service as a court-appointed referee from a Livermore Mediation & Arbitration Attorney.

ADR services are available to parties who have been unable to resolve trust and estate-related disputes. Resolution assistance is usually available at any stage of a dispute, including prior to the initiation of litigation. An out-of-court resolution is generally a cost-effective route for resolving a dispute.

We provide mediation and arbitration services to clients throughout Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.

Mediation

Mediation is a confidential and voluntary form of alternative dispute resolution. The confidentiality of the process allows the parties to openly discuss difficult issues and forge a mutually agreed-upon resolution, rather than have one imposed on them by the court. The scope of mediation is broader and more flexible than a trial. Our mediation clients receive the benefit of a fair process sensitive to the personalities and goals present in each unique situation, combined with an aggressive and creative problem-solving approach to even the most difficult and emotionally charged circumstances. Mediations handled by Temmerman, Cilley & Kohlmann, LLP result in a signed settlement agreement in approximately 90 percent of the cases we handle.

Other Forms of Alternative Dispute Resolution

When mediation is not the right choice, a full range of alternative forms of binding dispute resolution are available. Our firm ensures thorough and competent review of the issues, followed by an unbiased determination of a reasonable probability of a result.

ADR services are available at the offices of Temmerman, Cilley & Kohlmann, LLP in San Jose or Pleasanton, or at another off-site location at the agreement of the Livermore Mediation & Arbitration Attorney and the parties. Examples of issues our firm has settled using ADR include:

  • Allegations against a trustee for breach of fiduciary duty
  • Actions by a trustee
  • Challenges to the validity or interpretation of one or more estate planning documents
  • Elder abuse allegations against a beneficiary or trustee
  • Donative transfer statute disputes
  • Trust and/or conservatorship accounting disputes
  • Removal and/or replacement of a trustee
  • Appointment of a private professional fiduciary or corporate trustee
  • Compensation of a fiduciary
  • Duties of an attorney-in-fact or agent
  • Beneficiary rights under a decedent’s existing or intended estate plan
  • Discovery disputes
  • Avoidance of an anticipated dispute via facilitation of an open but controlled dialogue among the parties
  • Other trust and estate-related issues or disputes

Offering the services you need to obtain a successful dispute resolution

For further information regarding alternative dispute resolution services, contact Temmerman, Cilley & Kohlmann, LLP. Our San Jose and Danville law firm represents clients in Fremont, Danville, Walnut Creek, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.