At Fox Law, we focus exclusively on trust and estate litigation, representing beneficiaries and fiduciaries in high-stakes disputes throughout California. The case results featured below highlight a sampling of matters where we have secured favorable outcomes for our clients, whether through settlement, mediation, or trial. 

While every case is unique and past results do not guarantee future outcomes, these examples reflect our strategic approach, thorough preparation, and relentless advocacy. Our goal in every matter is simple: protect our clients' rights, preserve what matters most, and resolve disputes with strength and precision.

Protected a $10M Trust from a Rogue Trustee

Trust Beneficiary Defense

A mother had amassed quite an empire of rental properties. Her sons helped her manage the properties during her life and she named one of her sons as the trustee. Upon her passing, however, that trustee went rogue. He would not communicate, would… Read More

Amount Won: Preserved $10M and obtained a $400,000 judgment against the trustee after trial

Protected a Simple Dairy Farmer’s Massive Legacy Against a Trust Contest

Trust Contest Defense

After his mother’s and father’s death, our client faced serious allegations from his siblings that would have resulted in complete disinheritance. We defended our client against the allegations and preserved the father’s wishes to leave our… Read More

Amount Won: Reached a favorable settlement preserving our client’s $7M inheritance as part of a $25M Trust dispute

Defended a Mother’s Lifetime Gift and Defeated a $1.2M Civil Complaint

Financial Elder Abuse Defense

During her lifetime, a mother gifted her daughter and her son-in-law $400,000 for the purchase of a home. Nearly ten years later and after the mother’s death, a sibling challenged that very gift and alleged our client committed financial elder a… Read More

Amount Won: The entire $400,000 gift was upheld and the $1.2M Civil Complaint was denied due to our full defense at trial

Stopped a Conservator from Usurping an Uncle’s Trust

Trust Contest

An uncle, with no children of his own, established a trust leaving everything to his nephew. In his twilight years his mental capacity slipped and he became subject to a conservator, who happened to be a professional fiduciary. In the subsequent m… Read More

Amount Won: $3M at settlement

Secured an Inheritance for Trusted Friends - NOT Estranged Siblings

Will Contest Defense

A gentleman with no spouse or children developed very strong friendships over the years with two couples who lived nearby. They shared life together and they were there for him during his last days. He made a Last Will and Testament gifting his as… Read More

Amount Won: $1.8M upon early settlement

Protected a Niece’s Rightful Inheritance

Trust Contest and Defense

An aunt with no children or spouse wanted to give her assets to her niece if her long-time partner did not survive her. However, a younger man who claimed to be assisting the aunt drafted a trust document for the aunt that gave everything to him a… Read More

Amount Won: $700,000 at settlement

Reclaimed a Wrongfully Taken $10M Inheritance

Trust Contest

A patriarch had built from the ground up a lucrative, international business that profited multi millions annually. In his later years, he entered into his third marriage with a woman 25 years his junior. He had already established a trust that di… Read More

Amount Won: An estimated $10M based on a percentage ownership in an international business that was reclaimed through settlement.

Rescued Elderly, Demented Grandmother from Derelict Trustees; Preserved $8M

Trust Beneficiary Defense

A grandchild took over as trustee for their demented grandmother when her daughter passed away. Another grandchild hired us when he suspected bad action by the trustee. The trustee would not provide any information regarding administration of the… Read More

Amount Won: $8M protected

A Granddaughter’s Inheritance Reclaimed

Will Contest

A generous grandmother had established a will gifting a particular piece of property to one of her granddaughters, while also making other generous gifts to her daughter and other family members. The daughter, however, was vindictive and did not t… Read More

Amount Won: Two pieces of Bay Area real property

Reclaimed $1.4M Inheritance for Granddaughter

Financial Elder Abuse

Our granddaughter client had a remarkable and unique relationship with her grandmother. The grandmother had made the granddaughter the sole beneficiary of her trust. The grandmother’s children were already receiving an inheritance from their fat… Read More

Amount Won: $1.4M judgment against son who manipulated his mother while she was on hospice and days before death

Prior results do not guarantee a similar outcome.