- 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 - October 13, 2025
Estate Litigation: Should You Hire Your Own Experts or Share Costs?
Expert witnesses play an important part in California estate and trust litigation. In disputes regarding issues such as undue influence,…Read Article - October 10, 2025
Law Practice Succession Planning: The Importance of Staying in Control
By Kimberly R. McGhee As attorneys, we are trained to anticipate risk and protect our clients from uncertainty. Yet many…Read Article - October 10, 2025
Court of Appeal Revives Trust Dispute, Green-lights Reformation Claim
By Natalie E. Ortiz Reversing a San Diego probate judge in a trust dispute, the California Court of Appeal held…Read Article - October 8, 2025
A White Glove Law Firm: Compassionate Client-Focused Advocacy
What Clients Look for in a SoCal Trust & Estate Litigation Firm When families in Southern California face disputes over…Read Article

