Joseph M. Mona, J.D., C.P.A. focuses on four key areas: Trust and Estate Litigation, Trust and Estate Administration, T&E Disputes and Trust/Estate Services.
Sloppy trust and estate administration commonly leads to litigation. Many things occur during trust and estate administration and probate, and not all of them are pleasant. If there is a problem with a will or trust, if there has been mismanagement of an estate, if there is or was financial abuse of an elder, these problems will surface. It is common for the ties holding family members together to become frayed due to stress and/or conflict after the death of the family patriarch or matriarch. Special skills are needed to deal with these complex family dynamics. Learn More
The laws, rules and procedures governing estate and trust litigation are in many ways unique. This is because the California Probate Court, which governs these cases, has unique laws, procedures and remedies from other courts such as family law, or civil law. If you have a contested estate, trust or probate matter it is critical to retain an attorney who is not only a winning litigator but also a specialist in estate, trust and probate law. Learn More
Serving as a neutral, Joseph Mona has successfully mediated many complex and contentious estate and trust disputes in the past, and continues to mediate such cases in the Orange County Probate Court. Due to the high level of emotion involved in trust & estate disputes, mediation can be very effective in resolving such cases. Since many trust and estate disputes have as their source poor communication, mediation has proven very effective in the right circumstances. Learn More
Estate planning isn’t just for the wealthy. Whether or not you realize it, you already have an estate, which is merely a way of describing your total assets. The wealth you’ve accumulated so far, and that which will be added in the future, can be subject to a wide array of forces and laws. Joseph M. Mona, a California attorney and Certified Specialist in Estate Planning, Probate, and Trust Law, will guide you through the maze of plans and options available, no matter your wealth level. Learn More