Sacramento, CA
Litigation Lawyer at Sacramento, CA
Practice Areas: Litigation, Probate, Elder Law
OUTCOME: Successful mediation where my clients' inheritance increased by 70%
In the last two weeks of his life, Paul Loui executed a Will leaving a bulk of his estate to three people, neither of whom were related to him. Paul had no wife or children. Paul's sister filed a Wil ... l Contest on the grounds of undue influence and lack of capacity. I represented two of the beneficiaries who Paul treated as his own children.
OUTCOME: Forced the Trustee to dismiss her case.
My client was accused of taking approximately $230,000 from his mother during her lifetime. The trustee of the mother's trust sued my client for financial elder abuse. I aggressively defended against ... the baseless accusations
OUTCOME: Motion for Judgment at Trial in favor of my client
My client, a 96 year-old World War II Veteran, was sued by his grandson regarding an alleged verbal agreement to sell real property to the grandson. The agreement allegedly occurred in 2007, but the g ... randson did not sue until 2014.
OUTCOME: Highly successful mediation where my client received two pieces of Bay Area real property and $100,000
Cynthia Nelson had a Will explicitly giving Bay Area real property to her granddaughter. After seven years of living in a dementia facility, Ms. Nelson supposedly gave the real property to her daughte ... r and died thereafter. I represented the granddaughter and sued to have the gift invalidated due to undue influence, lack of capacity, and financial elder abuse
OUTCOME: At mediation, we successfully forced the defendants to return the house.
An elderly woman was befriended by a neighbor and within a year's time had given her house to the neighbor. Soon after, the elderly woman's dementia worsened and she needed assisted living. Her house ... was her only asset and she could no longer afford assisted living. I represented a niece as attorney-in-fact for the elderly woman and sued for financial elder abuse.
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