Expertise DescriptionI have more than 35 years experience in the field of Probate and Trust Administration with expertise in Trusts and Estates. I have experience with litigated contests, attorney standard of care issues, removal petitions, accountings, and other probate and trust related contested matters. I have additional experience with fee disputes, attorney fees, malpractice, standard of care issues for fiduciaries, attorney malpractice, attorney competence, estate tax disputes, and state bar disputes. I have over 30 years expert witness experience with consultations, deposition, and courtroom testimony.
Areas of Expertise
My expert witness experience includes Will and Trust contests, fiduciary liability, fiduciary removal, property title litigation, conservatorship and guardianship appointment and litigation, and estate administration.
My consulting experience includes malpractice in regard to estate planning and estate administration, standard of care issues for fiduciaries, estate tax calculations and allocations, peculiar distribution problems, and spousal issues in regards to family law and probate/trust crossovers.
My professional experience includes being a Probate Attorney.
I have engaged in fiduciary litigation since 1976. Such litigation has included presenting, defending and attacking accountings by hundreds if not thousands of fiduciaries. Accounting problems have included without limitation the propriety of disbursements, the prudence of investments, the propriety of invasions under ascertainable standards, the allocation of receipts and disbursements between income and principal, the allocation of assets between sub-trusts, and questions concerning the form and completeness of the accounting.
|Member of the State Bar of California|
Awards & Affiliation
|Member of trust and estates section of State Bar of California|
American Bar Association
Partial List of Consulting Expert Witness Cases