RJS LAW engages in all aspects estate planning, probate and trust administration, both domiciliary and ancillary. In addition to the administration process, our attorneys assist fiduciaries with tax-related activities for estates, including preparation of estate tax and income tax returns, representation in estate tax controversies, comprehensive post-mortem planning, as well as qualified disclaimers and the use of the credit for tax on prior transfers.
Our group also advises trustees on the distinct aspects of trust administration, including document interpretation, principal and income allocations, prudent investor issues, as well as state and federal tax concerns.
Meet Our Professional Estate Planning Team
Trusts, Estate, and Fiduciary Litigation
RJS LAW’s Trusts, Estates and Fiduciary Litigation Team is composed of seasoned lawyers who practice before both state and federal courts, including probate and tax courts. We handle all types of trust and estate litigation, including will contests, breaches of fiduciary duty, removal of trustees, reformation of instruments, elder abuse, and other contests based on allegations of lack of capacity and undue influence.
Our team is supported by RJS LAW’s Private Wealth Services Group. From initial case analysis to the development of trial and settlement strategies, the team works closely with our Private Wealth Services attorneys in matters involving estate planning and administration, asset management, tax, and closely held and family businesses.
The RJS LAW Trusts, Estates and Fiduciary Litigation Team represents corporate, institutional and individual clients in disputes related to wills, trusts, estates and fiduciary issues. We also address pre-death disputes, such as issues of capacity, undue influence and financial elder abuse.
Our attorneys represent clients in matters related to breaches of fiduciary duty, including improper asset management, self-dealing, conflicts of interest, and improper administration and distributions, as well as accounting disputes, petitions for court instructions, reformation of instruments and removal of fiduciaries, contests on the grounds of undue influence, lack of capacity, fraud, duress and forgery, and claims involving international succession matters.
Few firms can equal the scope of our practice. Our Trusts, Estates and Fiduciary Litigation Team works in concert with other RJS LAW attorneys who have deep experience in all areas of trusts, estates, taxation, business, and real estate. Issues often cover the management of complex assets, such as real estate or family businesses, that are part of an inheritance or trust. Our litigation team also draws on the knowledge of many RJS LAW attorneys in the areas of real estate, land use, corporate and securities, and labor and employment.
RJS LAW is a full service firm providing Estate Planning Probate, and Trust Administration for people and businesses. We have over 17 years of business experience. Hence, we have many trusted relationships in San Diego and California that will help you through any issues specific to Estate Planning Probate, and Trust Administration.
Please contact us for more information about Estate Planning Probate, and Trust Administration Why? Because we are honest, ethical and trustworthy law firm that can guide you through the this process with our trusted team of professionals. Call for a complimentary case evaluation (619) 595-1655.
For more information please contact us.
Our Downtown San Diego Location has plenty FREE parking underground in building Map & Directions