Trust & Estate Litigation Attorney in San Mateo, California

Trust Litigation

San Mateo, CA estates & probate lawyer Jeffrey Loew talks about a memorable case involving trust litigation.

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well we had a client come to us in a
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situation where her father had clearly
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wanted her to inherit his estate and
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that had been the case for many years
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and he had a trust that said she would
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inherit his estate but in the 2 or 3
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years before his death a caregiver of
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his had started to influence him in a
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way that we viewed as inappropriate and
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she created a situation where she as his
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paid caregiver was to receive all of the
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assets of his trust and she obtained an
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amendment to the trust that gave her
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everything and gave some of it also to
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her son so we filed what’s called a
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trust contest we asserted to the court
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that this trust was not actually what
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the decedent wanted and that he did not
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want to give everything to his caregiver
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and that he’d been manipulated to do so
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and we prepared that case for trial we
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moved forward also with trying to
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resolve it and ultimately the caregiver
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gave up she transferred everything back
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to our client and so our client the
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daughter of the decedent received all of
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the assets of his trust
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[Music]

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