Inheritance and Elder Abuse Litigation
Will contests, trust contents, contested inheritance, and elder abuse litigation often involves family members who suspect incompetence or abuse after becoming aware of:
- Fraudulent transfers of money or property to people who have influence over a vulnerable elderly person or have access to his/her account information—may be a housekeeper, home health aide, neighbor, or even a child or close relative
- Unusual changes in beneficiaries
- Inappropriate distributions of assets
- Financial or physical abuse of elderly or incompetent persons during their lifetimes
Who We Represent
The contested inheritance and elder abuse lawyers at Rose Law Firm, P.C. represent elders, dependent adults, family members, or beneficiaries who are victims of financial or physical abuse or question a will or trust’s validity because the deceased was:
- Incompetent due to mental illness, depression, or disease such as Alzheimer’s
- Subject to undue influence
- A victim of financial abuse
- A victim of physical abuse or neglect
What We Do
- Confidential evaluation to determine if you have a case
- Counsel you on steps that can be taken for recovery
- Prepare you for interviews, conferences, and hearings
- Examine medical records for signs of mental or emotional deterioration (Joseph Rose has significant medical knowledge gained from his many years of service as a California paramedic; our firm has a Legal Nurse Consultant on staff to forensically examine and analyze medical records)
- Investigate to determine what evidence might exist regarding your situation
- Perform discovery to determine the factual basis of your case and identify supporting documents
- Appear with you at interviews, conferences, and hearings
- Negotiate a settlement, if appropriate
- Prosecute or defend against estate lawsuits seeking to:
- Dispute the terms or validity of a will or trust
- Invalidate changes made to a will, trust or other estate planning tool
- Move fraudulently transferred property back into the estate and divide it equitably among named beneficiaries, excluding the wrongdoer
- Recover assets wrongfully taken
- Seek monetary damages for physical abuse or neglect
More Information on Wills and Trusts Litigation
The financial elder or dependent adult abuse or neglect litigation attorneys at Rose Law Firm, P.C. help people in Sacramento County and the cities of Folsom, Sacramento, Citrus Heights, Rancho Cordova, Gold River, and Carmichael; Placer County including the cities of Roseville, Rocklin, Auburn, Grass Valley, and El Dorado County including the cities of El Dorado Hills, Cameron Park, Shingle Springs, Placerville, Pollock Pines, Camino, South Lake Tahoe, and Rescue.