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Case Study: Strategic Entity Restructuring and Disclaimers Save a $75 Million Estate

When managing high-value California real estate portfolios, property tax reassessment represents an existential financial risk. The following case study demonstrates

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How Case Law Continually Reshapes California Probate and Trust Practice

In California probate court, the Probate Code is just the beginning. Each year, appellate decisions refine, and sometimes rewrite, how the

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Haggerty v. Thornton, 68 Cal.App.5th 1003 (2024)

Attorney Oleg Cross prevailed in a California Supreme Court case on behalf…

07/01/2025

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Case

Case Study: Strategic Entity Restructuring and Disclaimers Save a $75 Million Estate

How Case Law Continually Reshapes California Probate and Trust Practice

Haggerty v. Thornton, 68 Cal.App.5th 1003 (2024)

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4225 Executive Square, Suite 600
San Diego, California 92037