Throughout Wendel Rosen’s long history as the leading East Bay law firm, clients have turned to us to counsel them through a wide variety of trust and estate related disputes regarding family wealth transitions, fiduciary actions (or inactions), and elder protection issues.

While our litigators actively work with our clients, their families and their advisors to avoid or minimize such issues, sometimes litigation is unavoidable. In such instances, our experience allows us to lead our clients from the outset of a matter to its conclusion; from pre-litigation investigation and strategic planning to mediation, arbitration, trial and appeal. Our litigators leverage their deep knowledge of trust and estate law, as well as their procedural and tactical litigation skills, to guide clients through these complex, and often emotional, disputes.

In addition our attorneys regularly serve as mediators, arbitrators and private judges in matters related to trust and estate disputes.

Examples of the matters our trust and estate litigators regularly handle are:

  • Trust administration disputes, including complex tax and accounting issues
  • Trust and will contests
  • Breach of fiduciary duty actions against trustees, agents and personal representatives
  • Fiduciary removal and surcharge actions
  • Petitions for instructions and interpretation of wills and trusts
  • Financial elder abuse
  • Contested conservatorships

Publications

Show Me The Money: When Can Trustees Use Trust Funds to Litigate?

Show Me The Money: When Can Trustees Use Trust Funds to Litigate?

10/01/2017 | Contra Costa Lawyers Magazine

In the article,"Show Me The Money: When Can Trustees Use Trust Funds to Litigate?" partner and Chair of the firm’s Trust & Estate Litigation Practice Group, Kevin M. Rodriguez discusses how…

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News

Wendel Rosen Welcomes Attorney Mathew John to Trust and Estate Litigation Practice

Wendel Rosen Welcomes Attorney Mathew John to Trust and Estate Litigation Practice

04/03/2019

OAKLAND, Calif., Apr. 3, 2019 – Wendel, Rosen, Black & Dean LLP, the largest law firm in the East Bay representing businesses throughout the Bay Area and state, welcomes attorney…

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Partner Kevin Rodriguez Named Chair of Wendel Rosen’s Trust and Estate Litigation Practice Group

Partner Kevin Rodriguez Named Chair of Wendel Rosen’s Trust and Estate Litigation Practice Group

10/31/2017

OAKLAND, Calif., Oct. 31, 2017 – Wendel, Rosen, Black & Dean LLP, the largest law firm in the East Bay representing businesses and individuals throughout the Bay Area and state,…

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Related Areas

Trusts and Estates
Tax