Elder Law Attorneys

Local knowledge, small firm service, and decades of experience

Elder Law Attorneys

Local knowledge, small firm service, and decades of experience

Our firm represents beneficiaries, trustees, heirs, and fiduciaries in all aspects of California trust litigation, including challenging or defending trust amendments, pursuing or resisting claims of undue influence and incapacity, compelling statutory accountings, removing or surcharging trustees for misconduct, recovering misappropriated trust assets, resolving real-property and business-interest disputes, and litigating allegations of self-dealing, conflicts of interest, or breach of fiduciary duty. We manage every phase from emergency petitions and evidentiary investigation to trial and settlement.

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We handle both routine and contested probate matters in California guiding personal representatives through all required filings, notices, inventories, appraisals, and accountings, while simultaneously resolving disputes involving will contests, omitted heirs, executor misconduct, creditor claims, improper real-property dispositions, and allegations of fraud or undue influence. Our services include full administration, litigation over estate distribution, and court petitions for instructions, surcharge, and removal.

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We represent seniors and their families in civil actions under the Elder Abuse and Dependent Adult Civil Protection Act, pursuing recovery of stolen funds, invalidation of fraudulent deeds or trust amendments, disgorgement of property taken through undue influence, injunctions to stop ongoing exploitation, and statutory remedies including attorney’s fees, enhanced damages, and punitive damages where warranted. Our work includes investigating financial irregularities, obtaining forensic accounting, tracing assets, and litigating against caregivers, family members, agents under power of attorney, fiduciaries, and financial predators.

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We litigate claims against trustees, executors, agents under power of attorney, and other fiduciaries who violate duties of loyalty, prudence, impartiality, or disclosure, including failure to account, commingling of funds, diversion of assets, investment mismanagement, unauthorized gifting, and preferential treatment of certain beneficiaries. Our services include petitions for accounting, suspension, removal, surcharge, asset recovery, imposition of constructive trusts, and pursuit of double damages under Probate Code § 859 in cases involving bad faith.

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We design comprehensive estate plans—including trusts, wills, powers of attorney, healthcare directives, and advanced planning structures—aimed at avoiding litigation, protecting vulnerable individuals, preventing undue influence, ensuring clear distribution of assets, and creating enforceable mechanisms for oversight and succession. Our services include drafting, trust restatements, capacity-safeguard planning, no-contest strategies, trust protector provisions, business-succession planning, and guidance on funding and implementing the plan to ensure legal durability.

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We prosecute and defend professional malpractice claims relating to wills, trusts, tax planning, trust funding, and probate administration, including negligent drafting, ambiguous or defective documents, improper execution, failure to detect undue influence or incapacity, missed creditor or tax issues, and administrative errors that cause financial loss or litigation. Our firm evaluates underlying planning or administration failures, works with experts when appropriate, and litigates to correct the harm through reformation, damages, or equitable remedies.

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Comprehensive Representation for Families, Beneficiaries, Fiduciaries, and Seniors.

Estate matters become contentious when assets are missing, documents appear suspicious, fiduciaries fail in their duties, or professional malpractice results in unintended financial consequences. Our law firm provides full-spectrum estate and trust litigation, advanced probate representation, aggressive elder financial abuse litigation, and preventative estate planning designed to minimize future conflict.

We assist clients across California in resolving disputes, protecting vulnerable seniors, correcting professional errors, and designing estate plans that protect assets.

We Occupy the Intersection of Complex Litigation

Why do you need an attorney with over 20 years of broad financial industry and legal experience? Many disputes implicate several areas at once. Estate disputes are rarely isolated; integrated strategy produces better outcomes. For example,

Trust Litigation + Elder Abuse

A caregiver pressures a senior into signing a trust amendment. Litigation challenges the amendment and seeks statutory elder abuse damages.

Fiduciary Breach + Probate

An executor sells property below market value to a relative. A petition for removal and surcharge follows.

Malpractice + Trust Litigation

An attorney drafts a trust amendment without assessing capacity. Beneficiaries challenge the amendment and pursue malpractice damages.

Elder Abuse + Fiduciary Breach

A child with power of attorney transfers assets into a trust they control. Litigation seeks rescission, surcharge, and punitive damages.

Estate Planning + Litigation Prevention

A family with multiple children uses clear drafting, staggered distributions, and a professional trustee to avoid conflict.

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Meet Our Attorney

Our Attorney Has Over 20 Years of Experience in Law and Finance

For the last thirteen years, he has been litigating and advising on transactions related to business, real estate, and estate planning matters. Our attorney also has nearly ten years of accounting experience, including his prior career as a financial analyst and accountant in the securities and finance industry. You can feel secure knowing that his broad experience and understanding allows him to keep a watchful eye on all aspects of a lawsuit or transaction.

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Book A Consultation.

Monday – Friday: 8am – 6pm
Weekends Available With Appointment

Sacramento:
(916) 818-1838
6520 Lonetree Blvd, Suite 2031
Rocklin, CA 95765

Fairfield:
(707) 615-6816
490 Chadbourne Rd A100
Fairfield, CA 94534

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What Our Clients Say About Us

Research Resources & Frequently Asked Questions

What will a lawyer cost?

This is highly dependant on your type of issue. If we are performing document review, drafting, or transactional documents, then we have fixed fee rates for certain basic tasks. If the transaction involves more complex issues, such as tax guidance or Department of Real Estate filings, it will be more affordable to hire us on an hourly basis. Our rates are competitive but reflect the 20+ years of our attorney’s financial and legal experience. Luckily, our attorney’s experience has also increased efficiency. Our attorney can produce high quality work in far less time than less experienced attorneys. If your issue is a dispute, there are some cases we take on contingency where there are significant plaintiff damages sought. However, our contingency fees reflect the shifting of risk and tend to cost more in the end. In defense cases and for people seeking something other than money damages (e.g. an order of the court settling title in your name, or a writ ordering the DRE to take some action or another) then we will recommend an hourly fee arrangement. It is usually less costly anyway. Call us to find out more specific details about the cost of our representation. Related posts:

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Why Is It Important to Find An Attorney That Is Local to Sacramento and Northern California?

Finding a local attorney is important because they have a deep understanding of the specific laws, regulations, and procedures in your jurisdiction. For example, our Sacramento attorney knows the local buildong codes, zoning and city inspection procedures, and city and county administrative procedures. Our Sacramento real estate attorney is also familiar with the courts, real estate brokers and property managers, major construction companies, city and county government employees, judges, and opposing counsel in the area, which can provide strategic advantages in handling your case. Additionally, working with a nearby attorney ensures easier communication and more convenient in-person meetings. Related posts: Deed Preparation Services Near Me: Why You Need a Real Estate Lawyer Local to Sacramento Deed Preparation Services Near Me: Why You Need a Real Estate Lawyer Local to SacramentoWhen dealing with real estate transactions, one critical step often overlooked is deed preparation. Whether you’re… Why an Expert Estate Planning Attorney is Essential Essential Roles of Expert Estate Planning Attorneys… Why You Need a Business Formation Attorney Near You Starting a new business can be an exciting venture, but it often comes with a multitude of legal complexities. From choosing the right business structure to navigating state and federal… Landlord’s

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How Does Our Consultation Process Work?

When you call or email us, our receptionist will ask you for a very brief desciption of your issue. We will then set up an appointment for a Zoom, telephone, or in-person meeting with our attorney. These meetings typically last about 30 minutes. We may ask you to forward certain important documents for us to review before the meeting. During that consultation, you’ll have the opportunity to discuss your legal issue with our attorney. At the end of the consultation, the attorney may offer to represent you, explain the next steps, and discuss our fee structure. Some consultations are free, while others may require a fee, depending on the level of complexity and whether aby research or review is necessary beforehand. Related posts: Recovery of Attorney’s Fees in Breach of Contract Cases Recovery of Attorney’s Fees in Contract Breaches… Recovering Attorney Fees in Breach of Contract Cases Strategies for Recouping Attorney Fees in Contract Breaches… Recovering Attorney Fees in Breach of Contract Cases Recovering Attorney Fees in Breach of Contract Cases… Understanding Ongoing Fees and Costs in Franchising Analyzing Franchise Fees: A Comprehensive Overview… Understanding California LLC Annual Maintenance Fees California LLC Annual Maintenance Fees Explained… Annual Meeting and Minute

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Call Us Now

We are waiting to help you.
(916) 818-1838