Trust and Estate Litigation

Trust, Estate, and Conservatorship Litigation

Watson Law Group, APC, has handled all types of trust and estate litigation, including conservatorships, will contests, breaches of fiduciary duty, removal of trustees, reformation of instruments, elder abuse, and other contests based on allegations of lack of capacity and undue influence in probate courts in Los Angeles, Orange, Riverside, San Bernardino, and San Diego counties.

We have represented trustees of financial institutions, private professional fiduciaries, and individual clients in disputes relating to conservatorships, wills, trusts, estates and fiduciary issues. We also prosecute pre-death disputes, such as issues of capacity, undue influence and financial elder abuse.

We represent clients in matters related to breaches of fiduciary duty, including improper asset management, self-dealing, conflicts of interest, and improper administration and distributions, as well as accounting disputes, petitions for court instructions, reformation of instruments and removal of fiduciaries, contests on the grounds of undue influence, lack of capacity, fraud, duress and forgery.

As the U.S. population ages, we increasingly see challenges raised regarding the capacity of donors and fiduciaries, as well as allegations of undue influence and elder abuse. We are experienced in all aspects of these matters, including effectively utilizing expert witnesses and discovery, both of which are often pivotal in helping courts find the clarity needed to resolve these matters fairly.

Over the years, we have represented both fiduciaries and beneficiaries, giving us a broad understanding of how fiduciary disputes emerge and optimal strategies for resolving them. Often, we find that disputes can be avoided by establishing clear policies and protocols for trust and estate administration, and we  are experienced in advising trustees on how to structure their oversight to adhere to best practices and the law.

Our experience as trial attorneys has taught us what positions win and lose in court. Our understanding of what influences favorable outcomes in probate litigation helps us proactively resolve disputes and reduce the risks of lawsuits for clients.

Fiduciaries also retain us to review their best practices and policies to avoid litigation. Attention to the latest case law and best practices, appropriate planning, and periodic review are the most effective ways for clients to reduce their exposure to expensive litigation.

If you or a loved one has a trust, estate, or conservatorship matter that may need to be litigated, please contact us at (888) 482-1851. We’d love to help you understand your options.

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