Trust, Estate & Probate Litigation

Providing Answers, Not Just Analysis  

When facing a complex dispute over a trust or estate, you want Lurie, Zepeda, Schmalz, Hogan & Martin’s experienced litigators at the helm.  The genesis of our Trust, Estate & Probate Litigation practice was demand from trust and estate planning attorneys.  They knew our firm for our successful business litigation practice and wanted us to apply our problem-solving skills to their clients’ complex trust administration disputes, will contests and conservatorship issues.

Since those early referrals, we have resolved hundreds of matters, large and small.  We apply our skills as litigators to quickly identify the facts and establish a strategy.  We know how to get evidence admitted and, since we are frequently in probate court, the mediators and judges know us.  Along the way, our kind bedside manner helps reduce your stress as we zealously represent your best interests in the following areas:

Trust Administration Disputes

Achieved a settlement exceeding $1 million in Los Angeles Superior Court for client against her uncle in a trust administration dispute regarding client’s grandparent’s trust.

Trust & Will Contests

In a heated will contest over a $50 million estate, Los Angeles Superior Court ruled entirely in clients’ favor on issues including testamentary capacity and undue influence.

Conservatorships

In a heated family battle over the care and control of Casey Kasem, successfully represented his daughter, Kerri Kasem, in obtaining a judge’s order for the temporary conservatorship of Kasem.

Elder Abuse

After an elderly man was induced to modify his will to leave his house to his gardener, successfully defended the trustee against claims of elder abuse asserted by the gardener and prosecuted cross-claims for elder abuse and undue influence against gardener.

Probate Litigation

Successfully recouped compensation due to an estate for real property deceased had sold prior to his death.