- November 25, 2025
Thanksgiving: A Meaningful Time to Prevent Future Trust & Estate Disputes
Thanksgiving brings families together in a way few other days do. While the holiday is known for gratitude and connection,…Read Article - November 18, 2025
Expect the Best but Plan for Litigation: It’s Always a Risk in Estate Planning
Documentation. Fiduciary selection. Drafting and redrafting and updating documents. All are important aspects of estate planning. In practice, though, it is much more than wills and…Read Article - November 14, 2025
When trust disputes enter probate court in California
Trust disputes involving your client can start quietly, but escalate into probate litigation. As an estate planner or estate planning…Read Article - November 10, 2025
5 Reasons Trial Lawyers Matter Even Though Most Cases Settle
It is true that 95% to 98% of legal disputes settle before trial. While it might be counterintuitive, this only…Read Article - November 6, 2025
Financial Elder Abuse Part 2: Preserving Evidence
By Natalie E. Ortiz Preserving Evidence is Critical to Stopping Abuse When confronting instances of financial elder abuse – one…Read Article - November 5, 2025
Financial Elder Abuse Part 1: Spotting Red Flags
By Natalie E. Ortiz Financial elder abuse is one of the fastest-growing forms of exploitation in the United States, and…Read Article - October 25, 2025
Estate Planners: Know These Five Red Flags
Act quickly if you suspect undue influence. Someone is more vulnerable when they are suffering from poor physical or mental…Read Article - October 22, 2025
We’re proud to welcome our first Spanish-speaking litigation attorney: Natalie E. Ortiz
Families in San Diego, Orange County, and Irvine now have a dedicated, Spanish-speaking point of contact for complex trust and…Read Article - October 22, 2025
Damos la bienvenida a nuestra primera abogada de litigios que atiende en español en San Diego, Irvine y Orange County: Natalie E. Ortiz
Ahora, las familias hispanohablantes de San Diego, Irvine y Orange County cuentan con una abogada dedicada para disputas complejas de…Read Article - October 22, 2025
Understanding San Diego’s Unique Probate Profile
What families, planners, and attorneys should know. By Carl L. Jones Probate law in San Diego County presents unique challenges…Read Article - October 22, 2025
The 48-Hour Path to a Case Plan: Efficient and Compassionate Client Intake
When someone reaches out to a law firm, it’s rarely a casual exercise. It’s often a time of crisis, confusion,…Read Article - October 16, 2025
When Probate Disputes Escalate
Use of Emergency Remedies, TROs, and Freezes in High-Stakes Cases As important as it is, probate litigation can be a…Read Article

