What that means for you and your case is that we will take the time to hear you, to understand the family dynamics and personalities that drive your case, learn the facts, do the diligence, and construct a real world strategy designed to drive your case to a better result sooner and for less legal spend, a result that not only adds to your bottom line, but your peace of mind, because hearing that we provided clients "relief" and results that allow them to "move on with their lives" are the single biggest compliments we can receive.
Services
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We have decades of experience getting results for people like you. Our team will listen to you, investigate your claims, develop a strategy aimed at accomplishing your goals efficiently and cost-effectively, whether that's through negotiated resolution, formal mediation or trial, so that you can move on with your life.
Trust Litigation
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We represent trustees, beneficiaries, and heirs in cases involving trust contest, a disputed trust amendment, claims of breach of fiduciary duty, trust accounting, fiduciary misconduct and fraud, trustee theft, investment mismanagement, waste financial elder abuse, incapacity, and undue influence. How do you protect yourself as a trustee?
Probate Estate Litigation
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Stepping into the role of "Personal Representative" to handle your loved one's will or intestate probate estate can be an overwhelming experience. We have decades of experience helping individual and institutional administrators and executors fulfill all their duties efficiently and cost-effectively, and representing executors, administrators, heirs, beneficiaries, spouses, and creditors in probate disputes.
Financial Elder Abuse
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Financial elder abuse is one of the fastest growing areas of law, affecting one of the most vulnerable sectors of our society. California's and other states' elder abuse statutes provide extra protections to those 65 years of age and older who were victimized by the fraud or theft of another, most often a "loved one" who takes advantage of mom, dad, aunt, uncle, grandma or grandpa's incapacity.
Conservatorships
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When your loved one is incapable of handling their affairs, whether financial or their own care, it may be time to consider a judicial Conservatorship/Guardianship of the person (personal health and welfare of the conservator/guardian) or Conservatorship/Guardianship of the estate (care of the conservatee/guardian's finances), especially where your loved one may be the subject of financial or elder abuse.
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