Case Results

Litigation Victory (Saving Client’s $5 Million Inheritance)

Result: Successfully Defended Enforcement of No Contest Clause by Way of Anti-SLAPP Motion

Orange County Superior Court

Result: $1,575,000 Personal Injury Settlement

Pre-Litigation Settlement

Result: $1,500,000 in Financial Elder Abuse Pre-Litigation

Madera County Superior Court

Result: 7 Figure Trial Settlement for Financial Elder Abuse and Breach of Fiduciary Duty and Surcharge

Orange County Superior Court

Result: Removal of Trustee, Surcharge for Double Damages, and Appointment of Client as Trustee

Orange County Superior Court (Judgment Entered)

Result: Defense Judgment in Breach of Fiduciary Duty + Surcharge Action

California Trust Administration

Result: Avoided Filing of Lawsuit Against Client Who Was The Trustee of a $13,000,000 Trust

Orange County Superior Court (Settlement)

Result: Approx. $1,000,000 in Financial Elder Abuse Settlement

Orange County Superior Court and Riverside Superior Court

Result: Dismissal of Multiple Lawsuits for Fraud, Conversion, Financial Elder Abuse, Breach of Fiduciary Duty, Surcharge, Etc.