COVID-19 RESOURCE CENTER >

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

Much Ado About Standing: Probate Court Reopened to Disinherited Trust Beneficiaries

Much Ado About Standing: Probate Court Reopened to Disinherited Trust Beneficiaries

02/10/2020 | The Daily Journal

Wendel attorneys Kevin Rodriquez and Matthew John were featured in Los Angeles and San Francisco Daily Journal, providing perspective on a recent California Supreme Court ruling that changed the precedent…

Full Article
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…

Full Article

Events

The Family Law Practitioner & Same-Sex Marriage Issues

The Family Law Practitioner & Same-Sex Marriage Issues

03/18/2016 | Sterling Education Services

Wendel Rosen Trusts and Estates attorney Virginia Palmer will be a presenter at "Family Law and Same-Sex Marriage Issues," on Friday, March 18, 2016, at the Chancellor Hotel on Union Square, 433…

Full Article
Cross-Over Issues in Estate Planning and Family Law

Cross-Over Issues in Estate Planning and Family Law

10/18/2012 | Southern California Tax and Estate Planning Annual Forum

Wendel Rosen estate planning attorney Virginia Palmer presented “Cross-Over Issues in Estate Planning and Family Law,” and “Ten Key Issues in Representing LGBT Clients,” at the Southern California Tax and…

Full Article
Gen Silent Movie Screening and Discussion: Discrimination and LGBT Elder Care

Gen Silent Movie Screening and Discussion: Discrimination and LGBT Elder Care

06/13/2012 | East Bay Trusts & Estates Lawyers

Wendel Rosen Trusts & Estates attorney Virginia Palmer, will be part of East Bay Trusts & Estates Lawyers 2012 Spring Symposium on Wednesday, June 13, 2012 at Kaiser Center Auditorium, 300 Lakeside Drive, Oakland….

Full Article
Date Category Host Title

News

Wendel Rosen Attorneys Examine Court Decision on Disinherited Trust Beneficiaries

Wendel Rosen Attorneys Examine Court Decision on Disinherited Trust Beneficiaries

02/06/2020 | Daily Journal

In their byline article for the Daily Journal, Partner Kevin Rodriguez and Attorney Mathew John examine the California Supreme Court’s recent Barefoot v. Jennings decision. The court held that previously…

Full Article
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…

Full Article
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,…

Full Article

Related Areas

Trusts and Estates
Tax