High Net Worth Guide 2026 : California
Ranked Individuals
Provided by Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
Since 2001, Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP has focused exclusively on trust and estate litigation and dispute resolution involving substantial estates. Our attorneys are among California's leading trust and estate litigators, combining decades of courtroom experience with deep subject matter knowledge to represent individuals, families, charitable organizations, educational institutions, businesses, and corporate and individual fiduciaries in complex, high-stakes disputes. Recognized leaders in the field, our attorneys are frequent speakers, authors, and educators who actively shape the laws and policies governing trusts, estates, probate, conservatorships, and mediation.
Unlike many firms where estate planning attorneys occasionally handle litigation or commercial litigators have limited probate court experience, our practice is devoted entirely to trust and estate disputes. This singular focus allows us to quickly identify strategic solutions, efficiently navigate complex probate and civil litigation, and deliver exceptional results for our clients.
Clients turn to us not only for our technical excellence and trial capabilities, but also for our practical, cost-effective approach and unwavering commitment to personalized service. Combining the sophistication of a large firm with the responsiveness of a boutique, we deliver efficient, high-quality representation tailored to each client's unique objectives.
Provided by Chambers
Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP is a well-regarded firm that specialises in trust litigation, representing wealthy clients, financial institutions and non-profit organisations.
Provided by Chambers
Anytime esoteric issues become a problem, Sacks Glazier has someone in-house that can assist and inform my people on how to move forward. They have a very deep team with a lot of resources.
Sacks Glazier's experience in its practice area provides for an efficient approach, even in difficult situations. Each attorney has the skill and expertise to move a litigation matter forward, but they all provide practical insight balancing the cost of a particular action against the benefit toward the overall resolution.
Sacks Glazier is the best trust litigation firm in LA. They are true specialists and such experts.
Provided by Chambers
She knows how to work with professionals and beneficiaries alike to make things go smoothly.
Meg is brilliant, like genius level.
Margaret Lodise is very, very good at managing clients and her tax background is so helpful in getting to resolutions.
Meg is about as knowledgeable as they come.
Bob Sacks is a first-chair litigator. You can't do better than him in this market.
Bob is great at laying out the overall strategy and figuring out the options available when it comes to legal matters.
Robert Sacks is technical and extremely smart on his feet. He's so bright; he puts all the dots together and is good at coming up with legal arguments.
Robert Sacks is the best in what he does. He really knows how trust litigation works. He really protects his clients and is so good in court.
Terrence is unquestionably an expert in his field and a delight to work with.
Terrence is always available when we need him and his response is always very timely.
Matthew McMurtrey represents affluent clients in highly contentious trust and estate litigation. He is also managing partner of the firm.
Matthew is so technical. He understands the details.
Matthew is so thoughtful and incredibly insightful.
There is nothing about procedure he doesn't know.
John Scheerer represents wealthy individuals in trust and estate disputes.
John is very skilled as an advocate.
John has great attention to detail and is always quick to respond with legal analysis.
Private Wealth Disputes
Private Wealth Disputes
Private Wealth Disputes
Private Wealth Disputes
Private Wealth Disputes
Provided by Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
Tonie Pimienta Lefebvre
Joshua LeVasseur
Michele Nielsen
Arevik Stepanyan
Terrence M. Franklin
View profile of Terrence M. FranklinJohn Scheerer
View profile of John ScheererMargaret Lodise
View profile of Margaret LodiseRobert N. Sacks
View profile of Robert N. SacksMatthew McMurtrey
View profile of Matthew McMurtrey
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