Archives: Results

Successfully Defended Enforcement of No Contest Clause by Way of Anti-SLAPP Motion

Blaine M. Brown successfully obtained a pre-litigation settlement for his client in the amount of $1,500,000 to his client and several hundreds of thousands of dollars to his client’s children. His client’s brother had a substantial financial estate which he intended to distribute pursuant to his original plan (30 years before his passing in 2022)….

Blaine M. Brown successfully obtained a settlement for his client which provided his client approximately 80% more of the trust estate (increase of over 50% of what he was to receive previously). Prior to his client’s mother’s passing, she restated her trust to provide most of her estate (approximately $1,500,000) solely to his client and…

Result: Removal of Trustee, Surcharge for Double Damages, and Appointment of Client as Trustee Blaine M. Brown, Esq. of OC Trial Group, APC, represented a client who was a beneficiary of a family trust. Mr. Brown was able to demonstrate to the court that the trustee should be removed and surcharged for double damages based…

Result: Defense Judgment in Breach of Fiduciary Duty + Surcharge Action Blaine M. Brown successfully defended a removal, breach of fiduciary duty, and surcharge action against his client – successor trustee – wherein a disgruntled beneficiary attempted to block the sale of the trust’s real property for a cash offer of $2,200,000. During this litigation…

Result: Avoided Filing of Lawsuit Against Client Who Was The Trustee of a $13,000,000 Trust Ryan W. Young, Esq. represented the trustee of a family trust with assets valued at over $13,000,000. The trust named four siblings as beneficiaries, each of whom disagreed as to properties and vehicles each were to inherit. In the face…

Result: Dismissal of Multiple Lawsuits for Fraud, Conversion, Financial Elder Abuse, Breach of Fiduciary Duty, Surcharge, Etc. OC Trial Group’s trust and estates litigation attorneys, Blaine M. Brown and Ryan W. Young successfully defended their client who was a trustee in multiple lawsuits (different counties) filed by a beneficiary. These lawsuits, among other causes of…

Result: Dismissal of Complaint Ryan W. Young, Esq. successfully negotiated the dismissal of a legal action filed against his client who was both a shareholder and director of a company valued at over $100mm. This was achieved prior to even appearing in court, and the case specifically involved a dispute over control of the company….

Result: Excess of $1,200,000 recovered in a Community Property Dispute Involving a Trust OC Trial Group and Blaine M. Brown, Esq. represented a client who was a beneficiary allegedly disinherited from his mother’s trust (ABC trust). Mr. Brown assisted the client in filing a petition to invalidate the trust amendment. It was discovered that the…

Result: 95% of Original Demand Recovered in Breach of Trust Action and Surcharge Blaine M. Brown, Esq. of OC Trial Group, APC, represented a client who was a beneficiary of a family trust. Following the administration, the trustee (client’s brother who was also a beneficiary of the trust) transferred their client’s entire inheritance to an…

Result: Dismissal of Complaint for Over $13,000,000 Less Than Demanded Blaine M. Brown, Esq. successfully defended a California business who was being sued for causing the contamination of mold throughout a $14,000,000 home in Truckee, California. Mr. Brown’s client was one of the California businesses that assisted in wiring the property and within one year…

Result: Dismissal of Complaint for $5,000,000 Less Than Demanded Blaine M. Brown, Esq. successfully obtained a favorable defense settlement for his high-net-worth client who owned a large portfolio of apartment buildings. Mr. Brown’s client was being sued based on a complaint which included 21 causes of action, most notably sexual battery by an employee, assault…

Result: $600,000 Settlement Recovered for Client Ryan W. Young, Esq. of OC Trial Group represented a beneficiary in an action against a rogue trustee who had procured an amendment to the trust in favor of the trustee months before the trustor’s death. Mr. Young’s quick and aggressive strategy relating to claims of financial elder abuse…

OC Trial Group, Blaine M. Brown, and Ryan W. Young successfully represented a client in protracted litigation involving a trustee and her daughters breach of fiduciary duty, financial elder abuse, and aiding and abetting. The client was a beneficiary of trust that owned an almond orchard and an out of state property. During the administration…