Trust & Estate Litigation

  • Represented a successor trustee who defended his father’s trust and will against his step-mother’s contest on a theory of undue influence.  The judge ruled in favor of our client following a 25-day trial in Calaveras County that featured testimony from forensic psychiatrists and other witnesses.
  • Represented co-trustees sued for terminating family members who were acting as property managers of a trust-owned shopping center.  After a four-day hearing in Sacramento County, the arbitrator ruled in favor of our clients and awarded them more than $200,000 in legal expenses.
  • Represented a trustee in a petition to settle an accounting.  After a two-day trial in San Joaquin County, the judge overruled the objections of the trustee’s siblings/beneficiaries.
  • Represented an institutional fiduciary as trustee of a trust in a dispute over a general partner’s handling of a limited partnership that owned a valuable property near Lake Tahoe.  After a two-day arbitration in El Dorado County, the judge ruled in favor of our client.
  • Represented claimant in a $15M conservatorship dispute in Fresno County regarding the validity of a holographic (handwritten) will.  Case resolved successfully for our client after the trial began.

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