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
Hartog, Baer and Zabronsky (HBZ) is pleased to announce their 4th annual Diversity Scholarship. The [..]
The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
