Find Lawyers in California, United States for Litigation - Trusts and Estates
Practice Area Overview
Trusts and Estates Litigation proceedings encompass a variety of matters including conservatorships, guardianships, will contests, claims or defense of claims of breaches of fiduciary duties by trustees and other fiduciaries (e.g., self-dealing, conflicts of interest, breach of trust), accountings, petitions for court instructions, issues of trust modification and reformation, allegations or protection from allegations of undue influence or fraudulent conveyances, and interpretation, advocacy, or defense of testamentary capacity and decedent’s intent.
The practice of Trusts and Estates also includes litigation prevention matters including review and consultation of the policies, practices, and proposed actions of corporate, charitable, and individual fiduciaries against national or state standards for acceptable fiduciary conduct, such as the Uniform Prudent Investor Act, Uniform Principal and Income Act, and malpractice standards.
All of these proceedings take place under the auspices of state Probate Codes and the nuanced procedures of the probate and surrogate courts – the statutory authority and venue under which nearly all trust, probate, guardianship, and conservatorship matters are adjudicated.
Clients vary widely by case and include corporate or individual fiduciaries, such as trustees, executors, administrators, guardians, and conservators, and also include corporate and individual beneficiaries, conservatees, and wards.
Lawyers practicing in this area combine substantive expertise in their states' laws governing the administration of decedents’ estates, wills and intestate succession, trusts, conservatorships, guardianships, and other fiduciary issues with years of experience trying cases before both judges and juries. Lawyers also must take a collaborative and cross-disciplinary analytical approach with other disciplines such as estate planning, real estate, bankruptcy, corporate, and securities law, as well as complex civil and appellate law.
Beyond the difficult legal proficiencies demanded of lawyers in this practice area, cases involving Trusts and Estates issues also require special skills and experience in dealing with the psychology of difficult family relationships, shattering emotional experiences, such as death and incapacity, and often ill-thought-out estate plans.
In selecting counsel in a Trusts and Estates Litigation matter, it is critical to select experienced counsel as these types of cases are fraught with procedural, ethical, and state and federal tax minefields. The best of the best in this field not only bring substantial litigation and probate court experience, but also have additional skills as mediators, arbitrators, and negotiators in the non-litigated resolution of trust, estate, and protective proceedings controversies, helping resolve extremely difficult cases without costly litigation.
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Roland Achtel is a trust and estate attorney with extensive litigation experience. In his practice, Mr. Achtel prioritizes establishing clear expectations with his clients and maintaining close contact with them throughout each case. Though his legal expertise is highly specialized – trust and probate litigation, trust and probate-related elder abuse, probate conservatorships, trust administration, and general probate matters – his cases are highly diverse. His typical clients inc...
James K. Andrade is a Senior Associate at Keystone Law Group, P.C. Prior to joining Keystone, James practiced at a boutique law firm in estate and trust litigation, estate and trust administration, estate planning, and general business advising. He has represented trustees, administrators, executors, beneficiaries, heirs, professional fiduciaries, and creditors in active litigation matters as well as administration of trusts and estates. In trust administration matters, James has advised trus...
Jared A. Barry of Barry Law Group is a seasoned litigator with expertise in the areas of trusts & estates, business & real estate disputes, and personal injury. He represents clients throughout Southern California, which have included individuals, small businesses and Fortune 500 companies, during his long and successful career. Mr. Barry was named a Southern California Rising Star by SuperLawyers for seven years in row from 2009 to 2016 and a SuperLawyer for Southern California for t...
Paul J. Barulich is the founder, Shareholder and Director at Barulich Dugoni & Suttmann Law Group, Inc. Mr. Barulich's law practice focuses on estate planning clients with high net worth, business owners, and people with significant financial interests in high-tech, wholly owned and start-up companies. Mr. Barulich specializes in representing individual and corporate executors and trustees, and conservators in administrations of estates in contested and non-contested matters.
William G. Benz is a seasoned litigator in the firm’s trust and estate litigation and business transactions departments. He assists a broad array of clients, ranging from private professional fiduciaries to privately-owned companies. Mr. Benz represents both beneficiaries and fiduciaries in complex probate court matters – including family-member, paid professional, and public fiduciaries. Due to his background in business and corporate law, Mr. Benz brings to bear a unique set of ...
Joel Boxer, one of the founders of the Bird Marella, has 40 years of experience as a lawyer representing parties in complex civil trials in the state and federal courts, and in arbitrations. Mr. Boxer has particular experience and expertise in handling suits involving accounting or other complex issues requiring the presentation of expert opinion testimony. These cases often involve real estate, entertainment industry, contract, probate or trust issues or the representation of lawyers and law...
Michael is a partner in the trust, estate and inheritance disputes team at Withers Bergman LLP and is the regional division leader of the US private client and tax team. Michael has extensive experience representing individuals, families, charities, corporate trustees, private professional fiduciaries and creditors in litigation involving complex trusts and estates. Michael’s diverse practice includes will and trust contests, accounting disputes, breach of duty actions, elder abuse and ...
Christopher D. Carico is a board certified specialist in estate planning, trust, and probate law with over 30 years of legal experience. His practice includes all facets of trusts and estates, and he represents families, individuals, professional trustees, conservators, guardians, and beneficiaries. Mr. Carico is one of a handful of California attorneys with expertise in both the estate tax planning and litigation components of trust and estate law. Because of this dual expertise, Mr. Carico ...
Jill Dodd chairs the firm’s estate planning and personal representation practice, focusing on gift, estate and philanthropic planning for very-high-net-worth individuals and families. Jill counsels very-high-net-worth individuals in all aspects of gift, estate and philanthropic planning. She has extensive experience designing and implementing a variety of sophisticated structures, including family limited partnerships, grantor retained annuity trusts, insurance trusts, complex grantor t...
A seasoned trial lawyer with significant experience in both state and federal courts in Santa Clara County, Bill’s expertise in representing businesses and individuals in complex civil litigation has provided clients many noteworthy results. In addition, Bill works with individuals and families in cases involving litigation such as will contests, trust disputes, and related issues. Bill is often called into family law matters when specific litigation expertise is required in cases where...
For high-net-worth individuals with interests on both coasts and around the globe, Abby Feinman acts as a trusted counsel for all their estate, trust and tax-planning needs. She puts advanced creative strategies to use in advising clients on wealth transfer, administering trusts and estates after death and resolving disputes over trusts and estates. She has extensive experience with philanthropic and charitable giving. Abby's clients include family offices, owners of closely held businesses, ...
Rachel Harris counsels clients in connection with all aspects of domestic and international estate planning for individuals and families, pre-immigration planning prior to arrival in the U.S., trust and estate administration, trust and estate income taxation, charitable giving, and operation of tax-exempt organizations. Her practice extends to all facets of estate and gift tax planning and encompasses multijurisdictional and international matters. Highly regarded for her breadth of experience...
Danielle C. Humphries, a partner in the firm’s San Diego office and Chair of San Diego’s Trusts & Estates practice group, is a trusted wealth advisor to her clients and their families through her trusts and estates work. The majority of Danielle’s practice focuses on trusts and estates, including estate planning, wealth transfer and preservation, business succession planning, trust administration, probate, and probate litigation. Danielle also has extensive experience re...
Shawn S. Kerendian is the founder and Managing Partner of Keystone Law Group, P.C., and is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization). Shawn founded Keystone to provide clients with specialized, focused and efficient legal services in probate, trust and estate matters. Shawn supervises and manages a team of probate attorneys in the administration and litigation of estates, trusts, conservatorships, and guardiansh...
Rodney Lee is a seasoned trial attorney focusing on private wealth and general business disputes for clients ranging from high net worth individuals, including professional athletes and entertainers, to entrepreneurs and startup companies. With more than 15 years of experience in general business and trust and estate matters, he navigates his clients through complex business and interpersonal issues obtaining favorable results in state, federal, and alternative dispute resolution forums. Rodn...
Jeffrey Loeb practices in the areas of estate planning and trust and estate administration. He represents many high net worth individuals and families, including a large number in the film, television, and music industries. For those clients who own intellectual property, including copyrighted works, Jeffrey advises as to the approaches needed to ensure that his client’s post-mortem wishes will be carried into effect. Jeffrey also represents individuals and financial institutions servin...
Jeff Marvan is the lead attorney at MarvanLaw, A.P.C. MarvanLaw, A.P.C. is a boutique firm focused on probate litigation, trust litigation, estate planning, guardianships, and conservatorships. After graduating from UC Davis’ King Hall School of Law, Jeff began his legal career a public defender in Yolo County. Over the four years at the public defender office Jeff handled misdemeanors, felonies, juvenile delinquencies, dependencies, and LPS Conservatorships. This time period allowed Je...
Cliff Melnick is a Partner at Keystone Law Group, P.C. where his practice focuses on trust, estate and conservatorship litigation. With more than 23 years of litigation experience overall, including the last 18 years in probate, Cliff has successfully represented a broad range of clients state-wide including trustees, beneficiaries, executors, administrators, conservators, guardians, private professional fiduciaries, life insurance companies, and non-profit organizations. Prior to joining Key...
Jeremy is a partner in the trust and estate litigation team at Withers Bergman LLP and is the Office Managing Director of the San Diego office. He focuses on trust, estate, conservatorship and fiduciary related litigation. He represents clients in litigation and administration matters, including trust administrations, probate administrations, wills and trust contests, accountings, fiduciary representation, creditor’s claims proceedings, conservatorships, and elder abuse matters. Jeremy ...
Lindsey F. Munyer, a Partner at Keystone Law Group, P.C., is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization), and has an LL.M. in Taxation. Lindsey has experience litigating trust and estate matters, and is adept at handling all stages of litigation, including discovery, mediation, law and motion and trials, as well as representing fiduciaries in the administration of estates and trusts. Lindsey has represented client...
David Nelson is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. Previously, he served as chair of the firm’s Los Angeles Trusts and Estates Practice. He concentrates on trust, probate and conservatorship litigation including: litigation and disputes involving trusts, decedents’ estates and conservatorships; will and trust contests; breach of fiduciary duty claims; and interpretation of testamentary instruments. David also has an appellate practice. His pr...
Ron Pearson focuses his practice on estate planning for high net worth individuals, owners of closely held businesses and in the administration of estates and trusts. His clients include prominent individuals in the entertainment industry and commerce. Ron's areas of practice include sophisticated tax planning techniques relating to high net worth individuals. His estate planning services include living trusts, gift and insurance trusts, continuing trusts for children and other beneficiaries ...
Scott Rahn is regarded as a top probate trial attorney, focusing on high-stakes private wealth disputes, fiduciary litigation, and contentious trust, probate estate and conservatorship cases. Mr. Rahn deftly helps guide clients - heirs, beneficiaries, trustees, executors, administrators, charities, creditors and conservators - through the emotional, legal and financial issues that arise when a loved one becomes compromised, is taken advantage of, and after they pass, whenever the theft, manip...
I help litigators and clients keep their trial court victories, and reverse their losses, on appeal. That involves handling appeals and writ petitions in California and federal appellate courts, and partnering with litigators on significant trial court motions and record preservation. My practice spans a wide range of subjects including trusts and estates; profit participation disputes between talent and studios; breaches of contract; employment; federal civil rights; anti-SLAPP; and appellat...
Sussan H. Shore designs and implements multi-generational estate plans for high net worth clients, and oversees the administration of estates and trusts. For over 35 years, she has helped clients fulfill their goals to care for their families, meet charitable giving objectives and reduce estate taxes. Sussan has great compassion for her clients, quickly earning their trust through her patient approach, practical advice and straightforward communication. She is non-judgmental and creative, res...
Neil Solarz counsels his clients on estate planning, wealth transfer and trust and probate administration. Applying over 30 years of experience and an empathetic, caring approach, Neil focuses on getting to know his clients, their families, business dealings and concerns. His clients appreciate this effort, as it helps Neil drive consensus among family members during the planning phases and reduces the emotional stress common to trust and probate administration. In addition to being certified...
Vivian Lee Thoreen chairs the firm's California Private Wealth Services Group. She is a litigator and experienced trial attorney whose practice – both in Superior Court and in the California Courts of Appeal – focuses on complex trust, estate, conservatorship and guardianship matters. She represents individuals, families, charities and financial institutions in cases including will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters, ...
Gabrielle Vidal is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. She concentrates on high-net-worth trust, probate, conservatorship, and guardianship litigation, and is known for her success at trial in high profile private wealth disputes. Most recently, she served as lead trial counsel to Sumner Redstone, controlling shareholder of Viacom Inc. and CBS Corp., securing complete dismissal of the matter after the first day of trial. Cited by The Wall Street Journal a...
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