PROBATE, ESTATES & TRUSTS
Representative Cases
- Settled trust/title dispute involving unrecorded deed of reconveyance on a secured note alleged to be outstanding for amounts due in the six-figure range.
- Settled large family trust dispute involving trustor’s declining competency and continued ownership and management of family’s highly-regulated business.
- Settled three-case trust dispute involving distribution of three real properties and one beneficiary’s purchase of family winery located on one of the properties.
- Conservatorship estate dispute requiring resolution of investment versus sale of three real properties in various states of decline.
- Claims of undue influence allegedly responsible for last-minute modifications of trust impacting familial and charity beneficiaries.
- $20 million estate matter with four intertwined cases and large, competing charitable beneficiaries requiring resolution of issues involving discovery, consolidation of cases and validity of trust restatements.
- Competing trust cases involving three real properties and four siblings with claims of fraud and absconding by trustee sibling.
- Settled dispute over revocation of trust and intestacy and whether step-children were intended as beneficiaries.