Experienced Representation in Estate Planning Litigation Matters

Trusted Representation in Estate and Trust Disputes


Even the best estate plans can face disputes when emotions and assets are involved. At Leo Law Office, we represent clients in estate-related legal conflicts such as contested wills, trustee misconduct, and challenges to a trust's validity. Our litigation approach is grounded in legal precision, strategic negotiation, and respect for family dynamics. If you’re facing a trust or estate dispute, contact us today to schedule a consultation and protect your rights.

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Common Types of Estate Planning Litigation


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Contested Wills & Trusts

Disputes over the validity or interpretation of a will or trust can arise due to questions of undue influence, mental capacity, or document authenticity. Contact us today to learn more.

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Breach of Fiduciary Duty

Trustees, executors, or agents have a legal duty to act in the best interest of beneficiaries. Breaches may involve mismanagement, conflicts of interest, or failure to distribute assets appropriately.

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Beneficiary Disputes

Conflicts between beneficiaries and fiduciaries often involve missing accountings, uneven distributions, or interference with expected inheritances. We help protect beneficiary rights and resolve disputes through litigation or mediation.

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Petitions to Remove a Trustee

Under California Probate Code Section 17200, interested parties can petition to remove a trustee due to misconduct, conflict of interest, or incapacity. We assist both petitioners and objectors through this court-driven process.

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Contested Petitions for Letters of Administration

When multiple parties contest who should be appointed as the administrator of an estate, litigation may be necessary to resolve competing claims or objections.

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Accounting Disputes

Beneficiaries are entitled to clear and accurate accountings of estate or trust assets. Disputes often arise when trustees or executors fail to provide timely reports, omit key details, or mismanage financial records. We help beneficiaries demand transparency and ensure fiduciaries fulfill their reporting obligations.

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Common Triggers for Estate Litigation


Estate litigation often begins when someone feels excluded, misled, or mistreated during the administration of a trust or estate. Common triggers include changes made late in life, lack of communication from a trustee, perceived favoritism, or missing assets. These concerns can quickly escalate into legal disputes if not addressed properly. At Leo Law Office, we work closely with clients to investigate concerns, interpret legal documents, and take appropriate action—whether through negotiation, mediation, or litigation in probate court.

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Preventing Litigation Through Proper Estate Planning


Many estate disputes can be prevented with well-drafted documents and clear communication during the planning phase. Issues such as ambiguous language, unequal distributions, and lack of fiduciary oversight often lead to costly and stressful litigation. Leo Law Office not only handles estate litigation but also helps clients prevent it by crafting legally sound plans that reduce the risk of future conflict. By addressing potential problems before they arise, we help families avoid courtroom battles and preserve peace of mind.

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Why Choose Leo Law Office as Your Estate Planning Litigation Attorney?


Why choose Leo Law Office as your estate planning litigation attorney in Solana Beach? With decades of experience, Attorney Shawn Leo provides strategic, personalized representation as a trusted estate planning litigation attorney for individuals and families facing disputes. Whether you're contesting a will, addressing fiduciary misconduct, or defending your rights as a beneficiary, you need an estate planning litigation attorney who understands both the legal and emotional complexities involved. At Leo Law Office, we approach every case with precision, compassion, and a deep commitment to resolving conflicts efficiently. When you need an estate planning litigation attorney who will protect your interests and guide you with confidence, we’re here to help.

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Legal Insights & Updates

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As a parent, you probably don’t want to think about the possibility of your college student facing a medical emergency far from home. But one simple, yet crucial, step can help you feel more at ease: encouraging your student to
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By Leo Law Office APLC January 20, 2025
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By Leo Law Office, APLC June 19, 2024
Naming beneficiaries is a critical component of estate planning that ensures your assets are distributed according to your wishes. As a trust and estate attorney, here are some key considerations to help you make informed decisions when designating beneficiaries for your estate.
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By Leo Law Office, APLC June 18, 2024
Planning for a child or beneficiary with special needs requires careful consideration and specialized strategies to ensure their financial security and well-being without jeopardizing their eligibility for government benefits. As a trust and estate attorney, here are key steps to help you navigate this complex and sensitive process.
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By Leo Law Office, APLC May 23, 2024
Probate is a legal process that takes place after someone passes away, where the court oversees the distribution of the deceased person’s assets to their beneficiaries. In California, the probate process can be time-consuming, costly, and public, which is why many individuals seek to avoid it through proper estate planning strategies.
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By Leo Law Office, APLC May 23, 2024
A Durable Power of Attorney (DPOA) is a legal document that grants a designated person, known as an agent or attorney-in-fact, the authority to make financial and legal decisions on your behalf. The key aspect of a DPOA is its durability, meaning it remains effective even if you become incapacitated.
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Estate Planning Litigation