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Practices

Biography

Jeff has an extensive litigation background with a primary focus on handling all phases of real estate and trust disputes in Courts throughout the State of California.

His extensive litigation background allows him to provide his clients with a comprehensive approach, guiding them through every stage of the legal process, from pre-litigation and alternative dispute resolution through judgment enforcement.

With his vast experience in the field, Jeff is well-equipped to provide his clients with the highest level of representation and advocacy. He is known for representing trustees, defending against claims of mismanagement, and advising beneficiaries on their rights, always bringing a level of expertise and professionalism to each case.

Other Info About Jeffrey

Experience

Legal Work Highlights

Representing Trustees

  • Defending trustees against removal and surcharge claims
  • Representing trustees through all phases of litigation to recover trust assets
  • Guiding trustees and protecting trust assets from claims by third parties
  • Safeguarding trustees against claims of mismanaging trust assets
  • Counseling trustees through all phases of trust administration from marshalling assets through final distribution
  • Accounting and general trust administration
  • Modification and termination of trusts
  • Co-Trustee disputes and resolution
  • Trust dispute litigation
  • Theft from an estate
  • Misappropriation of trust funds
  • Acquisition, preservation of, and distribution of trust assets
  • Validation of trust and trust-related documents
  • Probate Code section 850 Petitions to return property to trust
  • Financial Elder Abuse under California’s Welfare & Institutions Code

Representing Beneficiaries

  • Assisting beneficiaries in ensuring trust distributions
  • Defending beneficiaries against claims of undue influence and elder abuse
  • Removal and surcharge of trustees
  • Failing to account to beneficiaries
  • Changes to trust prior to death
  • Failing to make required distributions
  • Acquisition, preservation of distribution of trust assets
  • Incompetence and undue influence cases
  • Elder abuse and related misconduct
  • Validation of trust and trust-related documents
  • Breach of fiduciary duties/breach of trust
  • Fraudulent execution of document

Real Estate Litigation

  • Successfully representing parties to quiet title to real property
  • Advising clients and attorneys as an expert witness in real estate finance litigation
  • Partition actions
  • Represent clients in legal disputes related to real estate
  • Provide counsel to clients on real estate transactions and disputes
  • Handle zoning and land use issues related to real estate
  • Represent clients in negotiations and mediations related to real estate disputes
  • Resolving homeowners’ association disputes
  • Advocating for lenders and beneficiaries in real estate finance litigation

Education

Law School

University of California School of Law, San Francisco (formerly U.C. Hastings), J.D.

  • Hastings 1066 Foundation Scholarship
  • Editor-in-Chief, Hastings Business Law Journal 

Undergraduate School

University of California Irvine, B.A.

  • Magna Cum Laude
  • Phi Beta Kappa
  • U.C. Education Abroad Program (Cambridge University, U.K.)

Bar Memberships

Jeffrey is licensed to practice in the following state(s):

California

Orange County Bar Association – Real Estate and Trusts & Estates Sections

Recognition

Local & National Recognition

Selected to California Super Lawyers Rising Stars, 2018-2025