Inheritance Litigation

As the baby boom generation enters their retirement years, the United States of America is poised for the largest wave of family wealth transfers ever experienced. More than $55 trillion is expected to transfer within the lifetime of the next generation. This has caused an increase in lawsuits between beneficiaries and against executors, administrators, and trustees.

Acuña ❖ Regli is staffed by experienced trial and appellate attorneys with strong tax backgrounds. Poised, polished, professional, and prepared; the firm’s litigation lawyers represent:

❖ Trustees and executors who are defending themselves from groundless beneficiary claims
❖ Heirs and beneficiaries who have been victimized by dishonest or uninformed executors and trustees
❖ Attorneys, accountants, and financial institutions who have been caught in the middle of conflicting claims, or wrongfully accused by persons seeking “deep pockets”
❖ Real estate professionals and title companies who are left to unravel real estate title problems after an executor or trustee has failed to transfer title properly, and
❖ Elders and concerned family members who suspect that elder abuse has been committed.

Regardless of the size or complexity of a matter, we advise our clients on all available courses of action, recommend a negotiation or litigation strategy, and provide an estimate of fees before taking action. The firm continually updates its analysis and strategy, working with clients toward the successful conclusion of the claim or lawsuit.

In cases where litigation is unavoidable, our attorneys provide the experience to resolve matters quickly and economically. The firm is prepared to manage all phases of trial, appeal, or settlement and has strong relationships with all Northern California probate and civil trial departments. Although our attorneys are zealous advocates, the firm will only recommend cost effective and strategically appropriate solutions.

Also feel free to read our Frequently Asked Questions for more information regarding your inheritance litigation needs.

Please call (925) 906-1880, toll free at (866) 906-1880, or email us at to schedule an initial inheritance litigation appointment.