Case Results

The following represents a partial list of case results and settlements Mr. Allen has obtained in the area of Trust and Probate Litigation.  No guarantee of future results should be implied.  See Disclaimer.

Financial Abuse & Neglect - Elderly woman victim of financial abuse.

$2.4 Million Payout in Elder Abuse Case

Summer 2008

Distant Blood Relative Recoups Converted Estate Assets from Caretaker/Neighbor:
The Press Democrat: $2.1 Million Payout in Elder Abuse Case

November 3, 2008

Recovery of $500,000 "Residents Fee" for Elder Citizen from California chain Assisted Living Facility after Elder moved out;

August 2018, Alameda & San Diego, California 

Annuity Salesmen and “Trust Mill Factory” Settle Claims for Damages Brought By Beneficiary:
Trials Digest: Settlement - Elderly Woman Victim of Financial Abuse

December 29, 2008

Trustee/ Beneficiary Settles Multi-Million Dollar Claims of Undue Influence and
Lack of Mental Capacity Brought by Sole Surviving Heir:

(Confidential Settlement), Sonoma County Superior Court Action, 2014

Trustees of Land Preservation Trust Obtain Six-Figure Settlement from Trespasser for Gross Damages to Wetlands
The Bar Journal: Trustees v. Moore

Verdicts & Decisions Summaries 2008

Trustee and Beneficiaries Limit Ex-Spousal Claim for Fraud and Breach of Fiduciary Duty against Decedent/Husband Based on One Year Statute of Limitations:
The Bar Journal: Coppock v. Coppock

Winter 2009-2010

Fifteen (15) Year Live-In Partner Claims Percentage of Residence from Decedent’s Estate—Oral Contract to Make a Will:
Verdict Search: Larson v. Ferguson

May 17, 2014

Caretaker’s Durable Power-Of-Attorney Negated; Altered Trust Naming New Trustee Thrown Out:
(Confidential Settlement, M.P v. Mother’s Caretaker, Sonoma County, 2008.)

Retired High School Teacher Awarded Lost Appreciation On Sale of San Bruno Residence Due to Constructive Fraud by Fiduciary:
Strebel v. Brenlar Investments, (135 CA 4th 740)

Jury Verdicts and Settlements
Winter 2003

Family of Elder Receives $775,000 for Gross Negligence and Unfair Business Practices by Petaluma Nursing Home and National Licensees:
Bar Briefs: Alexis Homberg
Jury Verdicts and Settlements

Spring 2001

Trustee Found Liable For Wrongfully Conditioning Distribution of Trust Assets on Waiver of Accounting By Beneficiary:
Bellows v. Bellows (2011) 196 CA 4th 505

Hawaiian Real Estate Investor Receives Six-Figure Settlement for Local Seller/Realtor’s Failure to Disclose:
The Bar Journal: Hoffberg v. Didier
Verdicts & Decisions Summaries


Biological Sons of Trust Settlor Settle with Adopted Son Following Numerous Last-Minute Changes to Trust:
(Settled without litigation being filed, Sonoma County, 2014).

Herald Recorder: A Different Type of Christmas Gift
December 5, 2001

Jeffrey Allen Trust & Probate Litigation assists clients throughout Sonoma County, Napa County, Marin County, and Mendocino County including Santa Rosa, Petaluma, Windsor, Sebastopol, Healdsburg, San Rafael, Novato, Ukiah, Sonoma, and Napa.

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| Phone: 707-545-9600

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