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California Trust and Probate Litigation

California Trust and Probate Litigation

Published in March 2025

This book is essential for litigating any trust and estate issue.

  • Dozens of attorney-drafted forms
  • Dispute analysis
  • Sample spreadsheets to assess a claim’s value
  • No contest clauses and other obstacles
  • Grounds for setting aside a will or trust
  • Negotiating and drafting settlements
  • Accounting, surcharge, and removal
  • Will and trust contests and Prob C §850 petitions
Regular price $725.00
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Table of Contents

  • 1. Introduction and Overview
  • 2. Dispute Avoidance
  • 3. Attorney-Client Relations
  • 4. Dispute Analysis
  • 5. No-Contest Clauses and Other Obstacles to Litigation
  • 6. Grounds for Setting Aside Will or Trust
  • 6A. Statutorily Disqualified Donees and Trustees
  • 7. Multiple Proceedings
  • 8. Remedies Under Elder Abuse Provisions
  • 9. Procedural Issues
  • 10. Litigation Tools: An Overview
  • 11. Alternative Dispute Resolution
  • 11A. Negotiating and Drafting Settlement Agreements
  • 12. Trust and Probate Litigation Settlement Issues
  • 13. Accountings and Surcharge
  • 14. Fiduciary Resignation or Removal
  • 15. Actions by and Against Personal Representative
  • 16. Contesting Appointment of Personal Representative
  • 17. Will Contests
  • 18. Proceedings to Determine Entitlement to Estate Distribution
  • 19. Resolving Disputed Property Claims
  • 20. Trust Contests
  • 21. Breach of Trust
  • 22. Actions by and Against Trustee
  • 23. Appeals

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