An “Estate Plan” is an arrangement for the conservation, investment, use, management, and transfer of a person’s property, both during the person’s lifetime and after the person’s death.
Disagreements may arise as to how and when funds are to be disbursed or enjoyed. Trust litigation can also arise when trust funds are mismanaged.
Complex problems arising from the interplay among the will or trust instrument, the probate code, and tax laws must be resolved by the trustee and the trustee’s professional advisors.
We have extensive experience serving as expert witnesses and mediators in matters that involve trusts and estates and complex tax issues.
OUR MISSION
Committed to being California’s best
full-service trust and estate law firm.
Our experience, skill, and accountability instill confidence in our clients.
Our work sets the standard for excellence and professionalism in a
caring trust and estate practice.
Latest News
HBZ is proud to support three passionate and driven individuals in their pursuit of diversity and community thinking within the field of law. Congratulations to Trinity Balla, Alondra Lopez, and Jenny Jeon for their superb efforts and dedication. We wish you the best in your endeavors!
Hartog, Baer, Zabronsky, APC is pleased to announce the recipients of the 2024 HBZ Diversity Scholarship. Congratulations to Saleshia Ellis, Alejandra Hernandez, and Jiayu Fang for their outstanding achievements!
