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Joseph MonaJoseph Mona
Joseph Mona
Estate Planning & Trust Attorney at Law
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Trust & Estate Litigation

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
  • Fraud
  • 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.

Contact Us
  • Phone
    949-453-8200
  • Email
    reception@josephmona.com
  • Address
    300 Spectrum Center Drive
    Suite 955
    Irvine, CA 92618
  • Fax
    949-453-8254
  • Map and Directions
    Google Map

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Testimonials
  • Creative Estate Planning and Trust Recommendations for Difficult Issues

    Joe Mona has been the estate planning attorney for our family for over 15 years. Joe has provided trust planning and consultation to multiple generations of our family, and his advanced planning recommendations have saved our family significant estate and gift taxes over the years. read more

    -D. Humphries, Orange County
Practice Areas
  • Trust & Estate Administration
  • Trust & Estate Litigation
  • Mediating Trust & Estate Disputes
  • Trust & Estate Planning
Testimonials
  • Avoid Estate Conflicts and Family Confrontation

    Mr. Mona helped me during the very difficult time in my life after my husband passed away. I was emotionally distraught and sure that I would have confrontations with estranged family members on my husband’s side of the family. I was especially concerned about the risk of being involved in litigation at this very trying time of my life. read more

    -Tracy S
Recent Blog Posts
  • Why Certification Matters When Hiring an Estate and Trust Attorney
    October 2, 2013
Contact Us
  • Phone
    949-453-8200
  • Email
    reception@josephmona.com
  • Address
    300 Spectrum Center Drive
    Suite 1550
    Irvine, CA 92618
  • Map and Directions
    Google Map

Find us on:

LinkedinMailWebsite
Joseph Mona
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