Trusts & Estates

As the population ages and individuals are living longer, assuring a comfortable retirement while preserving the estate for future generations has become a complex balancing act that requires careful planning.
 
Best Best & Krieger LLP’s established team of Trusts & Estates attorneys advises on all aspects of estate planning, wealth management, and trusts and fiduciary dispute resolution.
 
Wealth Management & Estate Planning
 We help clients devise wealth management plans to build and secure their estates, optimize their financial security, establish successful business plans and accomplish their wealth-sharing intentions. Our attorneys offer boutique-level experience and personal attention backed by the resources of a leading, full-service law firm. Working closely with clients, their accountants and financial advisors, we use wills and a wide variety of trusts, investment vehicles and wealth-transfer arrangements to create a tailor-made, comprehensive and strategic wealth management plan to meet our clients’ current and future needs, as well as their overall estate planning goals.

We regularly advise on and assist with:

  • Asset protection and distribution
  • Business succession planning for closely held, family-owned and other businesses
  • Estate planning, probate, will and trust preparation and administration
  • Charitable giving, private foundations and trusts
  • Elder law, elder care, and physical and financial elder abuse
  • Estate, gift, generation-skipping and income tax issues
  • Executor and trustee responsibilities
  • Guardianships/conservatorships and special needs trusts
  • Health care planning, Medi-Cal, Medicaid/Medicare, and advance health care directives
  • Investment vehicles and long-term investment strategies
  • Life, disability and health insurance coverage
  • Marital agreements and community property rights
  • Probate, probate avoidance and estate management
  • Retirement benefits, pensions and qualified and nonqualified deferred-compensation arrangements
  • Revocable and irrevocable trusts
  • Powers of attorney
  • Probate and trust litigation
  • Tax-efficient wealth transfer strategies, tax elections and disclaimers
  • Evaluating estate plans in light of life-changing events such as births, deaths, marriages, divorces and incapacities


Dispute Resolution
Recognizing that legal, factual and emotional considerations all come into play in litigation, we strive to prevent trust and estate disputes and seek to resolve unavoidable disagreements through negotiated settlements. In this way, we often avoid resorting to costly, contentious and time-consuming litigation.

Our attorneys have successfully resolved a wide variety of disputes for families, business owners, corporate and private fiduciaries, executives, administrators and beneficiaries, including:

  • Breach of fiduciary duty, undue influence, fraud, self-dealing, misappropriation of funds, and conflicts of interest claims
  • Petitions for appointment or removal of fiduciaries and fiduciary accountings
  • Will and trust contests and disputes over the validity, interpretation and enforceability of provisions and amendments
  • Estate-related disputes and estate resolution
  • Incapacity/competency claims and appointments of conservators/guardians
  • Trustee removal actions
  • Asset and estate recovery, valuation and accounting disputes
  • Elder abuse allegations
  • Community property rights and terms and impact of prenuptial and post-nuptial agreements
  • Acquisition and disposition of businesses and professional practices
  • Tax controversies
  • Revocable and irrevocable trust disputes
  • Powers of attorney and disputes regarding health care


Combining legal know-how with compassion and personal attention, BB&K Trusts & Estates attorneys serve clients in and out of court, helping them establish, maintain and pass on their estates in accordance with their wishes.

Areas of Focus: Business | Business Litigation | Intellectual Property | Public Agency Litigation | Trusts & Estates
Areas of Focus: Business | Trusts & Estates
Areas of Focus: Public Contracts & Construction | Real Estate | Special Districts | Trusts & Estates
Areas of Focus: Bankruptcy | Business Litigation | Municipal Law | Public Agency Litigation | Trusts & Estates
Areas of Focus: Finance & Banking | Mergers & Acquisitions | Real Estate | Trusts & Estates
Areas of Focus: Business | Eminent Domain | Municipal Law | Real Estate | Special Districts | Trusts & Estates
Areas of Focus: Business Litigation | Municipal Law | Public Agency Litigation | Trusts & Estates
Areas of Focus: Business Litigation | Employee Benefits & Executive Compensation | Public Sector: Employee Benefits & Executive Compensation | Trusts & Estates
Press Releases Apr 01, 2021

JD Supra Recognizes BB&K Attorneys With 2021 Readers’ Choice Awards

Construction Law Top Author and a Top-Read Tax Article

BB&K In the News Feb 16, 2021

Estate Planning 101

BB&K Attorney Christine Chacon a Guest on KPBS Broadcast

Press Releases Jan 04, 2021

New Partner, Leaders and Diversity Committee

BB&K Announces Changes for 2021

Legal Alerts Dec 10, 2020

California Proposition 19: What Does This Mean for Property Tax Transfers and Exemptions?

Children Inheriting Parents’ Property Will Be Impacted Financially

Press Releases Dec 02, 2020

BB&K Partners Named Coachella Valley Top Lawyers for 2020

Palm Springs Life Magazine Recognizes Henry Welles and Robert Hargreaves

Press Releases Nov 19, 2020

Partner George Reyes a San Diego Leaders in Law Finalist

San Diego Business Journal Recognizes Leading M&A Attorney

Press Releases Sep 15, 2020

BB&K Receives High Ranks for Law Firm Diversity

Firm Leadership Renews Commitment to Supporting Diversity, Equity and Inclusion

Authored Articles & Publications Aug 06, 2020

Preparing Business for the Unexpected During COVID-19 Pandemic

BB&K Attorneys Christine Chacon and Monica Rosas Write About What Business Owners Should Do in the San Diego Daily Transcript

Press Releases Jul 31, 2020

San Diego Business Journal Top Law Firm 2020

BB&K Remains in the Top 25 of the Annual Ranking

BB&K In the News May 28, 2020

Living Trust or Probate?

BB&K Attorney Monica Rosas Discusses Estate Planning Basics

Press Releases Apr 01, 2020

Walsh Law Firm Joins With Best Best & Krieger

Combination Enhances Trusts & Estates and Business Legal Teams

Press Releases Mar 10, 2020

Six BB&K Attorneys Named San Diego Top Lawyers 2020

San Diego Magazine’s Annual List

Press Releases Jul 08, 2019

BB&K Ranked No. 202 on NLJ Largest Law Firms

Growth Attributed to a Niche Public Law Focus and Great Results

Press Releases Jun 11, 2019

Two BB&K Partners Named Coachella Valley Top Lawyers

Henry Welles and Robert Hargreaves Selected by Palm Springs Life Magazine

Authored Articles & Publications May 22, 2019

Expert Witnesses: Effective Questioning

Litigator Scott Ditfurth Shares Best Practices in Riverside Lawyer

Authored Articles & Publications May 22, 2019

Rooms with a View: Cross-Examining Experts in Depositions

BB&K Partner Mark Easter Walks Us Through the House of Depositions in Riverside Lawyer Magazine

Press Releases May 13, 2019

BB&K One of 200 Largest Law Firms in the U.S.

Law360 Annual Ranking Reflects Firm’s Continued Recent Growth

BB&K In the News Feb 27, 2019

American Lawyer Discusses BB&K Growth Last Year

Firm Expands to Meet Client Demand

Press Releases Oct 16, 2018

Best Best & Krieger Marks 25 Years in San Diego

Proud to Serve, and Grow With, Its Community

Press Releases Sep 06, 2018

Partner George Reyes Named a San Diego Influential Leader

Annual List Recognizes Top Professionals in San Diego County

Authored Articles & Publications Aug 20, 2018

Best in Law: Estate Planning Essential for Business Owners, Too

Damian Northcutt Explains in the Riverside Press-Enterprise How an Estate Plan Can Provide for How a Business Will be Run After Death or Retirement

Press Releases Jun 07, 2018

Isabel Safie and Jill Tremblay Return to 2018 So. Cal. Super Lawyers Rising Stars List

The BB&K Attorneys Acknowledged Again for Practice Achievements

BB&K In the News Jun 01, 2018

Brent Collinson Admitted to U.S. Supreme Court Bar

Attorney Recently Merged Firm with BB&K, Sierra Sun Reports

BB&K In the News Aug 22, 2017

Jill Tremblay Named GCVCC Chairman of the Board

BB&K Attorney Takes Helm of Greater Coachella Valley Chamber of Commerce

Authored Articles & Publications Aug 15, 2017

Best in Law: The Pros and Cons of the No-Contest Clause

Trusts and Wills

Press Releases Jun 07, 2017

Five BB&K Attorneys Included on Palm Springs Life 2017 Top Lawyer List

Coachella Valley’s Best Lawyers Recognized in Magazine’s Annual List

Press Releases Jun 05, 2017

Southern California Super Lawyers Rising Stars 2017

Two BB&K Attorneys Included on Respected List

Videos Nov 18, 2016

Lauren Strickroth Video Bio

Partner

Videos Nov 18, 2016

Richard T. Egger Video Bio

Partner

Press Releases Jan 11, 2016

Two BB&K Attorneys Promoted to Partner

Plus, Partnership Elects New Member to the Firm’s Executive Committee

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