Case Results

$32,000,000

Heirship Contest Settlement

TLP attorneys negotiated a settlement to have their client named the primary recipient of an estate amid relatives from another country contesting the entire estate under the will.

$24,500,000

Petition For Substituted Judgement

TLP successfully recovered $24,500,000 in assets to family members by objecting to a petition for substituted judgement in favor of non family members.

$8,350,000

Will Contest Settlement

TLP attorneys defended an executor against claims of undue influence and lack of mental capacity brought by an estranged sister and out-of-country relatives concerning the validity of a will that bequeathed the entire estate to the clients. TLP successfully negotiated a recovery for clients in the amount of $8.35 million.

$8,100,000

Trust Contest Judgment

TLP attorneys prosecuted a case against a sibling who procured a fraudulent trust from his demented mother, leaving the entire estate to himself. TLP obtained a judgment invalidating the fraudulent trust, surcharged the sibling for estate damages, and recovered assets of approximately $8.1 million for the executor.

$7,500,000

Will Contest Settlement

TLP attorneys represented a beneficiary of a will against decedent’s relatives who claimed undue influence and mental incapacity. Those relatives absconded with investment accounts, and Trust Law Partners negotiated return of assets to the estate totaling approximately $7.5 million (stock values vary).

$6,000,000

Trust Contest Settlement

TLP attorneys represented a mother who had been named in a holographic will, while an estranged father challenged it. They recovered the majority of the estate for the mother, totaling approximately $6 million.

$5,100,000

Trust Contest Settlement

TLP attorneys prosecuted a case against siblings who improperly amended a demented father’s estate plan using an improper power of attorney to cut out a third sibling. Trust Law Partners recovered $5.1 million in assets and cash for the client via mediation.

$5,000,000

Trustee Defense Settlement

TLP attorneys represented a trustee and beneficiaries in successfully defending the trust against a beneficiary’s claim for additional assets. At the close of trial, the court ordered the losing beneficiary to reimburse the trust for all legal fees and costs incurred.

$3,500,000

Trust Contest Settlement

TLP attorneys invalidated a will procured from a parent suffering from dementia who created an estate plan just weeks before death in a medical facility, cutting out a sibling. Through mediation, Trust Law Partners recovered $3.5 million for the client.

$3,200,000

Sexual Assault Settlement

TLP attorneys asserted that the grantor had sexually assaulted their client as a minor and that the client had a superior claim to estate assets compared to those beneficiaries designated by the estate plan. Trust Law Partners secured a settlement of approximately $3.2 million (investment accounts fluctuate).

$2,100,000

Financial Elder Abuse Jury Verdict

TLP attorneys secured a jury verdict in favor of a client who accused her daughter of committing elder abuse by transferring assets and property to herself while the mother was mentally incapacitated and hospitalized.

$2,100,000

Improper Trust Invalidated

TLP Invalidated improper trust made to a non family member as a result of undue influence and lack of mental capacity.

$1,600,000

Will Contest

$1,500,000

Beneficiary, Heirship, and Trustee Dispute

TLP contested and objected to petition of 3rd party interloper to become trustee and claim ownership of Decedent’s real estate, instead successfully securing the trusteeship for our client. TLP assisted client with securing the real property for the rightful heirs/beneficiaries and properly administering the necessary trust and estate to ensure the rightful beneficiaries received their beneficial shares.

$990,000

Probate Code 17200 Settlement

TLP prosecuted a Petition seeking an order confirming the existence and terms of a trust executed by the client’s mother that was never found after her death. TLP secured a settlement of $990,000 for the client after deducting all costs related to the sale of the trust’s real property.

$973,000

Trust Contest & Elder Abuse Recovery

TLP attorneys recovered assets including a large home (the largest in Eagle Rock) and obtained reimbursement to the trustee for costs advanced to rehabilitate the property—after brothers improperly took out equity loans against it during and after the parents’ lives. This involved three court trials, 13 appeals, four civil cases, two bankruptcy adversarial actions, an unlawful detainer action, and two contempt hearings.