OC Trial Group, APC

$5M

Trust Litigation

Successfully defended enforcement of a no contest clause by way of an Anti-SLAPP Motion, preventing disinheritance of a beneficiary from a $15-$20 million trust. The court granted the Anti-SLAPP Motion, striking the petition to enforce the no contest clause and ordering the trustee to pay attorney's fees and costs.

$1.6M

Personal Injury

Client suffered a traumatic brain injury while riding a rented electric bicycle. Settled for $1,575,000 on the eve of trial after rejecting an initial offer of less than $50,000.

$1.5M

Financial Elder Abuse

Pre-litigation settlement obtained for client and their children after client's niece misappropriated over $700,000 from a substantial financial estate by rearranging the brother's financial estate using a power of attorney.

$1M

Financial Elder Abuse

Settlement obtained for client, providing approximately 80% more of the trust estate (an increase of over 50% from previous entitlement) after siblings attempted to disinherit the client based on financial elder abuse allegations. The settlement protected the client from anticipated defamation.

$650,000

Trust Dispute

Pre-litigation settlement of $650,000 obtained for a trust beneficiary whose sister had their father amend his trust to disinherit the client. Negotiated a tolling agreement and settlement restoring 100% of the client's inheritance prior to filing a petition.

$600,000

Trust Litigation

Recovered $600,000 settlement for a beneficiary in an action against a rogue trustee who procured a trust amendment through financial elder abuse and undue influence. Early mediation resulted in a distribution triple the amount of the client's interest in the amended trust.