Trust & Probate Estate Litigation

We advocate on behalf of beneficiaries, trustees and executors.

We handle claims and defenses concerning:

We seek to resolve matters through negotiation, mediation, arbitration and court trial.

Representative Matters

Prevailed on motion for judgment on the pleadings to dismiss will contest; at trial defeated 50% of claim of contract to make a will.
Obtained settlement of $3.5 million in claim to set aside trust amendment based on claims of undue influence.
Settled claim to set aside trust amendment based on claims of undue influence and lack of capacity with clients receiving distribution $1.6 million.
Settled claim as to whether certain property was community property claim or separate property of decedent, resulting in $357,000 distribution.
Settled claim against trustee for failing to distribute and account, and for breach of fiduciary.
Settled claim by wife’s family following deaths of husband and wife resulting in distribution of approximately $250,000 to wife’s heirs.
Settled objections to trustee’s accounting and claims against trustee.