Expert Witness 459634
Estates And Trusts
California
Doctorate, University of California-Davis
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
With a legal career spanning more than 40 years, he focuses on probate and trust litigation, with extensive involvement in contested estate matters and fiduciary disputes. He earned a Bachelor of Arts and a Juris Doctor and has been admitted to the California State Bar. His practice has long centered on trust administration issues, including challenges to trustee conduct, disputes over asset management, and litigation involving the distribution and control of estate assets.
A significant portion of his work has involved fiduciary accountings and the evaluation of trustee decision-making, including investment strategies, disbursements, and allocations between income and principal. He has handled a high volume of cases addressing alleged breaches of fiduciary duty, including duties of loyalty, prudence, and impartiality, and has also litigated matters involving trustee self-dealing, improper encumbrances, trustee removal proceedings, and related estate and tax issues.
In addition to his litigation practice, he has held numerous leadership positions within probate and trust law organizations, authored legal articles, and presented educational programs on probate and estate law. He also provides expert opinions in matters involving fiduciary standards, attorney fees, legal malpractice, and federal estate tax issues, drawing on many years of courtroom experience and prior testimony in trust and estate disputes.
Full Name
Title / Credentials
Contact Information
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Degree Type
Bachelor
Field of Study
Arts
Institution
University of Southern California
Degree Type
Doctorate
Field of Study
Juris Doctor
Institution
University of California-Los Angeles
Type
N/A
Certification / License
None
Issuing Authority
null
Tags:
Attorney Fees
Attorney Malpractice
Estate tax
Probate litigation