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 attorney Kevin Rodriquez were featured in Los Angeles and San Francisco Daily Journal, providing perspective on a recent California Supreme Court ruling that changed the precedent for disinherited beneficiaries…

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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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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…

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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…

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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….

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News

Wendel Rosen Named to the 2022 Best Law Firms List by Best Lawyers

Wendel Rosen Named to the 2022 Best Law Firms List by Best Lawyers

11/05/2021 | Wendel Rosen LLP

OAKLAND, Calif., Nov. 5, 2021 – Wendel Rosen announces today the firm has been recognized by U.S. News & World Report and Best Lawyers as one of the 2022 Best…

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Wendel Rosen Attorneys Recognized as The Best Lawyers in America© 2022

Wendel Rosen Attorneys Recognized as The Best Lawyers in America© 2022

08/20/2021 | Wendel Rosen LLP

Ten attorneys from the Wendel Rosen law firm have been selected for inclusion in the print edition of The Best Lawyers in America 2022. The prestigious award recognizes top legal talent nationwide across…

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Wendel Rosen Scores Six “Tier 1” Rankings on Best Law Firms List

Wendel Rosen Scores Six “Tier 1” Rankings on Best Law Firms List

11/05/2020 | Wendel Rosen LLP

Wendel Rosen LLP, one of the largest and most widely-recognized law firms in the East Bay, has been named to the 2021 Best Law Firms list published by U.S. News & World…

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Related Areas

Trusts and Estates
Tax