San Mateo, CA estates & probate lawyer Jeffrey Loew talks about a memorable case involving trust litigation. He mentions that Trust Law Partners LLP represented a client whose father had long intended for her to inherit his estate, as reflected in his trust. However, in the two to three years before his death, his paid caregiver began to exert undue influence over him. During this period, the caregiver arranged for an amendment to the trust that redirected all assets to herself and a portion to her son, effectively disinheriting the client.

The firm filed a trust contest, arguing that the amended trust did not reflect the decedent’s true intentions and was the product of manipulation. The case was prepared for trial while settlement efforts were pursued in parallel. Ultimately, the caregiver conceded and transferred all assets back to the client, restoring the estate to the decedent’s daughter as originally intended.