San Mateo, CA Estate Litigation Trial Attorney
When you create or inherit a trust or will, you likely don’t expect it to be challenged. However, estate and trust litigation happens more often than many people think—especially when emotions are high and family relationships are strained. The passing of a loved one can bring unresolved issues to the surface. When property, money, and control over an estate are at stake, disputes may be unavoidable.
At Loew Law Group, PLC, we understand how personal these conflicts are. Whether you’re a beneficiary, a trustee, or someone who’s been unfairly left out of an estate plan, we will help you understand your options and fight for a fair outcome. If the matter goes to trial, we’re ready to stand by your side every step of the way.
How Estate and Trust Disputes Arise
A well-crafted estate plan can help prevent conflict, but it doesn’t always guarantee peace. Even clearly written documents can be challenged after someone passes away. The more parties who are involved in an estate or trust, the more room there is for misunderstanding—or outright conflict.
We often see disputes that involve:
- Undue influence, where someone is accused of pressuring the will-maker or settlor into changing the document.
- Lack of capacity, such as when the person signing a will or trust wasn’t of sound mind.
- Disinherited heirs, who question whether the documents are valid or fair.
- Executor or trustee misconduct, including mismanagement of funds or favoritism toward certain beneficiaries.
- Conflicts between co-trustees, beneficiaries, and even outside parties like banks or professionals.
Even when an estate plan was drafted with care, circumstances can change. If the plan no longer reflects the person’s true wishes—or was created under questionable conditions—litigation may be the only way to resolve the problem.
Common Parties Involved in Estate Litigation
Estate disputes can involve a wide range of people, and we represent clients on all sides of these matters.
- Beneficiaries may be unhappy with their inheritance or feel they’ve been unfairly left out.
- Executors and trustees may face accusations of mismanaging assets or failing to fulfill their responsibilities.
- Heirs may question the validity of the will or trust entirely.
- Third parties like financial institutions, attorneys, and medical providers may also become involved in the dispute.
No matter your role in the conflict, we take the time to understand your position, explain your legal options, and fight for your best outcome.
What Sets a Trial Attorney Apart
Not every estate lawyer takes cases to trial. Many focus solely on planning or administration. At Loew Law Group, we have the courtroom experience to represent you from start to finish—whether the case is settled quickly or goes all the way to a judge’s decision.
Here’s how we handle estate litigation:
- We gather and review all relevant documents, including wills, trusts, and financial records.
- We work with witnesses and experts as needed to strengthen your case.
- We represent you in court filings, hearings, depositions, and trial.
- Most importantly, we stay in constant communication with you so you always know what’s happening.
Some cases are resolved through negotiation or mediation. But if your case goes to trial, you can count on us to be fully prepared to present it clearly and convincingly.
Common Issues Raised During Estate and Trust Litigation
Estate litigation can involve a wide range of disputes. Below are some of the most common issues we help clients address:
- Fiduciary misconduct, including self-dealing, favoritism, conflicts of interest, or mismanagement of estate assets
- Improper actions by beneficiaries, such as concealing estate property, transferring assets fraudulently, or taking more than they’re entitled to
- Invalid creditor claims, especially when someone tries to collect on debts that were already paid or never existed
- Challenges to the validity of a will or trust, including claims of fraud, lack of capacity, or improper execution
- Concerns about guardians, particularly when a guardian fails to meet their legal responsibilities in caring for minor or dependent heirs
We approach each issue with care, knowing that the outcome affects not only finances—but also family relationships and peace of mind.
Is It Possible to Settle Estate Disputes?
Yes, and many cases do settle before trial. Litigation can be costly and time-consuming, and we always evaluate whether it’s possible to resolve the issue outside of court. That may involve informal negotiations, mediation, or settlement conferences.
Even after a lawsuit is filed, settlement may still be a good option. We’ll weigh the pros and cons with you and help you make a smart, informed decision based on your goals and what’s at stake.
How Long Do These Cases Take?
Every case is different, but most estate disputes take between six months and two years to resolve. The timeline depends on factors like:
- The complexity of the estate
- The number of parties involved
- Whether mediation is successful
- The willingness of both sides to reach a compromise
We’ll give you an honest assessment of your case early on and keep you updated throughout the process.
Contact Our Experienced San Mateo, CA Estate Litigation Trial Attorneys
If you’re in the middle of a trust or estate dispute—or if you’re concerned one is brewing—don’t wait to get legal help. Whether you’re trying to protect your inheritance, defend your role as trustee, or contest the validity of a will, we’re here to help. At Loew Law Group, PLC, we’re ready to represent you with skill and care—whether that means negotiating a resolution or fighting for you in court. Contact us today to schedule a consultation with a San Mateo, California estate litigation trial attorney who’s ready to help you find a clear way forward.