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In Depth

Loeb & Loeb's Trust and Estate Litigation Practice offers clients a team of attorneys widely recognized as being among the most distinguished, experienced and successful litigators in the field of trusts, estates and conservatorships. Many law firms involved in trust and estate litigation assign these cases to attorneys who are fundamentally estate planners with limited or no experience handling a major contested matter in the probate courts. Other firms rely on civil litigators with little or no experience in the field of trusts and estates. Loeb & Loeb is unique because we offer seasoned trial attorneys with many years of experience in the probate courts and in-depth knowledge of the substantive law and unique procedures applicable to probate and trust disputes. For that reason, we are often the firm of choice to represent corporate fiduciaries (including large financial institutions), charitable beneficiaries, and individual fiduciaries and beneficiaries in the most significant disputes involving trusts, estates and conservatorships.

Our many accomplishments are due in part to the credibility we bring with us to court. We are known nationwide as experts in this highly specialized field. We are successful because our team is as comfortable cross-examining a witness at trial as we are arguing an arcane point of probate law in the courts of appeal, and we are just as comfortable deposing hostile witnesses as we are building consensus with conservators, court-appointed counsel and guardians ad litem.

Our team has had enormous success in the trial courts in probate matters of all types. Our attorneys have successfully argued appeals to the United States Supreme Court, the California Supreme Court and various state Courts of Appeal. Because of our success in court, we have the credibility to obtain the most favorable settlements of disputes for our clients in mediation or even before litigation ensues. We also counsel our clients about litigation avoidance, and we can provide sophisticated advice that only comes from years of experience in the courtroom.

The attorneys in our practice have written extensively in the area of trusts and estates, including the well-known treatise California Probate Procedure, and in the most noteworthy trust and estate journals and publications, including the State Bar Trusts and Estates Quarterly. A number of these articles have been cited by court decisions in the field and have influenced the creation of new legislation. Our attorneys have also drafted legislation that is now part of the California Probate Code.