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.
Joseph Mona is a Certified Specialist in Estate, Trust and Probate Law. He has 30 years experience successfully representing beneficiaries, trustees, executors, and other fiduciaries in complex estate litigation matters. Cases he has handled include:
- Trust disputes
- Will contests
- Business succession disputes
- Compelling fiduciary accountings
- Breach of fiduciary duty
- Misappropriation or mismanagement of assets.
- Claims of undue influence
- Capacity issues
- Tax litigation for deficiencies owed by estates.
Since most litigation matters are ultimately decided after discovery and analysis of the details, Joseph Mona’s C.P.A. experience “dealing with the numbers” provides an advantage in formal litigation. His accounting expertise allows him to carefully scrutinize the often complex financial records connected with estate and trust litigation to meticulously uncover the truth and ensure that clients’ rights are protected.
Mr. Mona takes the time to carefully explain the law and legal process to clients so there are no surprises. This includes identifying the strengths and weaknesses of your case and providing an honest assessment of options – and not just the most obvious ones. As a specialist in trust, estate and probate matters, Mr. Mona is able to spot key issues early and advise you on the full range of legal strategies to resolve your problem. Special care is taken to protect and preserve assets, and seek to preserve family and business relationships in an efficient and cost effective matter.
Contact our office today to schedule a personal consultation and case evaluation.