- 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
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 7, 2025
Read This Before You Disinherit a Beneficiary: Part 1
By Natalie E. Ortiz Disinheriting someone from an estate is a big decision, one that requires careful consideration and precise…Read Article - September 22, 2025
Contested Powers of Attorney: Rolling Back Damage and Tracing Transfers
By Natalie Ortiz In California estate and trust litigation, powers of attorney (POAs) are often central to disputes involving financial elder…Read Article - 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