Estate & Probate Litigation

Atack & Penrose LLP represents clients in Santa Cruz, Monterey, and San Benito Counties in trust, estate and probate litigation, including the resolution of disputes involving:

• Will Contests
• Trust Contests
• Challenges to the Validity of a Will or Trust
  • Fraud
  • Duress
  • Undue Influence
  • Coercion
  • Lack Of Capacity
  • Proper Will Execution
  • Proper Trust Formation
  • Testamentary Intent
  • Trustor's Intent
• Beneficiary Claims
• Financial Elder Abuse Claims
• Creditor's Claims
• Intestate Succession (claims arising when the decedent died without a will)
• Family Disputes
• Trust Reformation
• Trust Modification
• Executors' Accounting
• Accounting of Trust Finances
• Accounting of Conservatorship Finances
• Conservatorship Disputes
• Contesting the Appointment of a Particular Conservator
• Conservatorship Mismanagement
• Breach of Fiduciary Duty
• Estate Misappropriation or Mismanagement
• Trust Misappropriation or Mismanagement
• Accounting by Attorney-in-Fact under Power of Attorney
• Mismanagement by Attorney-in-Fact under Power of Attorney
• Objections to actions of Health Care Agent under Advance Health Care Directive

At Atack & Penrose, we have considerable experience successfully assisting clients in an array of trust, estate, probate, and conservatorship litigation proceedings.  Our clients include trustees, executors, conservators, and other fiduciaries, such as an attorney-in-fact under a Power of Attorney.  We also represent heirs and beneficiaries in family disputes involving claims of breach of fiduciary duty, financial elder abuse, mismanagement of funds, and other beneficiary claims.

Atack & Penrose provides effective estate and probate litigation representation, engaging skills and strategies that have been honed over years of practice.  Founding partner Steven D. Penrose is the firm's lead estate and probate litigation attorney.  Mr. Penrose has been certified by the California Board of Legal Specialization as a Specialist in Estate Planning, Trust & Probate Law, and has practiced extensively before the Superior Courts of Monterey, Santa Cruz, and San Benito Counties.