Primary Office
Estate & Trust Litigation
- Litigated and ultimately settled multi-state litigation, with multiple appeals, resulting in a published decision on constitutional jurisdiction in trust disputes involving a trustee and trust beneficiaries outside of California.
- Recovered stolen trust property and obtained an award of double damages, attorney fees and costs in the removal of a co-trustee who victimized her mother leaving her abandoned and unable to pay her bill.
- Defended a trust accounting dispute between siblings where two of three daughters alleged that the successor trustee daughter had misappropriated trust assets to their detriment, thereby avoiding client’s suspension, removal, and surcharge.
- Prosecuted breach of fiduciary duty, breach of trust, and fraudulent concealment against the trustee on behalf of siblings who were beneficiaries of an education trust, resulting in a full recovery of attorney fees.
- Defeated an eight-figure fiduciary fraud claim brought by a conservator, resulting in dismissal of all claims.
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