Loyola Law School, J.D. 2001
University of California Berkeley, B.A. 1997
- Represented out-of-state nieces in a conservatorship for their aunt who required assistance for her activities of daily living and her finances and was susceptible to undue influence. Prior to the conservatorship, a nephew had taken control over the aunt, married her, changed the aunt’s trust with nephew as the sole beneficiary, liquidated many of her trust assets, and neglected care for the aunt. Successfully appointed the nieces as aunt’s conservator, invalidated the trust benefitting the nephew, annulled the marriage, marshaled assets that nephew liquidated, and facilitated the move of the aunt from California to the State the nieces resided.
- Represented nonresident executors named in a Japanese will on a probate, wherein decedent was a Japanese citizen domiciled in Japan, but had assets to probate in California. Successful appointment of nonresident executors, probate of decedent’s Japanese will, sale of decedent’s real property, facilitate in reduction of estate taxes and fiduciary income taxes, and distribution of all probated assets to beneficiary residing in Japan.
- Represented beneficiary in a trust contest. Successful result by negotiating a higher percentage share of trust assets to client.