Top 10 Influential California Lawyers in Private Wealth Disputes in 2023

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Private Wealth Disputes in California sometimes escalate, therefore requiring the intervention of a driven, knowledgeable, and dependable lawyer to resolve these conflicts. These lawyers have distinguished themselves through their extensive experience and stellar track records in providing legal counsel and support for wealth disputes, particularly in trust and estate matters, conservatorships, and related areas. Here, we highlight and explore some of the significant private wealth disputes lawyers in the state of California.

Jeremy Moffit

Jeremy Moffit of Withers Bergman LLP is celebrated for his tenacious litigation and administration of trust, estate, and probate matters, as well as conservatorships. Sources praise his exceptional knowledge, efficacy, and approachability, making him a valuable asset to his wealthy clientele in California.

Terrence M. Franklin

Terrence M. Franklin, a prominent figure in Sacks Glazier Franklin & Lodise LLP, represents affluent clients in contentious trust and estate matters, as well as contested probate proceedings. He is regarded by his peers as a leading light in the field, with his expertise and negotiation skills having yielded noteworthy results.

Margaret Lodise

Margaret Lodise, also of Sacks Glazier Franklin & Lodise LLP, is highly regarded for her work in trust administration disputes. Her clientele typically includes wealthy individuals and non-profit organizations. Market commentators respect and commend her knowledge in the field and high-quality work.

Craig Weinstein

Craig Weinstein of Withers Bergman LLP, is commended for his exemplary litigation skills. A senior associate in the trust, estate, and inheritance disputes team, Weinstein provides exceptional representation and customer service, according to sources.

Robert Barton

Robert Barton from Holland & Knight LLP is known for representing clients on complex trust and estate litigation issues. Sources laud Barton’s knowledge, personability, and his ability to demystify complex issues—skills invaluable in high-stakes litigation scenarios.

Stacie Polashuk Nelson

Stacie Nelson, also from Holland & Knight LLP, is renowned for her strategic approach and intellect. She represents clients in contested trusts, conservatorships, and disputes surrounding financial elder abuse. Sources label Nelson as an excellent advisor with a keen ability to assemble an efficient team.

Scott Rahn

Scott Rahn from RMO Lawyers, LLP represents clients in contested conservatorships along with trusts and estates litigation. Known for his excellent networking skills, market sources affirm Rahn to be a commendable lawyer in the field.

Nicholas van Brunt

Nicholas van Brunt from Sheppard, Mullin, Richter & Hampton LLP provides representation for wealthy individuals in complex trust disputes, estate administrations, and conservatorships. Market sources hail van Brunt as extremely smart, caring, and efficient.

Robert Sacks

Robert Sacks, with over three decades of experience at Sacks Glazier Franklin & Lodise LLP, is respected for his breadth of knowledge on private wealth disputes. Clients appreciate his sound communication skills and ease of interaction that immensely contribute to their comfort and trust.

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