- September 17, 2025
Undue Influence Case Fades Away at U.S. Supreme Court, But Lessons Endure
The legal saga surrounding the estate of Dr. Laura Dean Head—a respected professor at San Francisco State University—is a powerful…Read Article - September 15, 2025
Undue Influence or Lack of Capacity: Which Theory Fits Your Facts?
By Natalie Ortiz In California estate and trust litigation, attorneys often face a choice and must carefully evaluate whether to…Read Article - August 25, 2025
What to Bring to Your First Estate Litigation Consultation
Considerations for a Productive and Informed Assessment of Your Dispute When a dispute arises over a trust, will, or estate,…Read Article - August 5, 2025
What Happens When a Prince of Darkness Dies? Estate Litigation Lessons from Ozzy Osbourne’s Legacy
Estate Litigation Risks Rise with Celebrity Status, Blended Families, and Massive Wealth When a cultural icon like Ozzy Osbourne passes…Read Article - July 23, 2025
Disinheritance Case Settled: Children of Celebrated Movie Director Cut from Estate via Alleged Undue Influence
The since-settled estate litigation involving Oscar-nominated director Norman Jewison, whose estate was valued at more than $30 million, demonstrates the importance…Read Article - July 16, 2025
When Family Trusts Fracture: Lessons from Disinheritance of Stepchildren
In a case that underscores the emotional and legal complexities of blended families and estate planning, the Idaho Supreme Court…Read Article - June 20, 2025
Can trustees in CA use trust funds to defend themselves?
Short answer: sometimes — but only when the defense clearly benefits the underlying trust- not the amendments that favor one…Read Article - May 1, 2025
Stock Market Volatility and Trustees’ Duties Under the California Prudent Investor Act
Stock market volatility this year has frayed the nerves of anyone whose assets are in stocks or are otherwise influenced…Read Article - April 17, 2025
Winning Attorneys’ Fees with Cost of Proof Sanctions
How Requests for Admissions Under CCP § 2033.420 Can Pay Off By Evan Basakis In California litigation, Code of Civil…Read Article - April 11, 2025
Caregiver’s Effort to Replace Trustor’s Daughter as Beneficiary Thwarted
California appellate court overturns probate court on validity of trust amendments and lis pendens issues. By Kaden J. Kennedy The California Court…Read Article
