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Private Wealth Disputes | High Net Worth

California

Work in this area includes but is not limited to: charitable planning; wealth transfer; business succession planning; estate, gift and generation-skipping transfer tax planning (in the US); life and health insurance planning; the creation and administration of trusts and estates; asset transfer; the taking-public of closely-held businesses; and structuring outward and inward investment. Contentious matters are also included, such as trusts disputes, probate contests and contested wills. In larger jurisdictions, these matters are ranked separately in a Private Wealth Disputes table.

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In-depth overview
CALIFORNIA: An Introduction to Private Wealth Disputes
PRACTICE AREA
The concept of “giving-while-living”, gifting otherwise inheritable assets, skills or time during o...
RMO LLP
Scott Rahn
Sean Muntz
Mathew Wrenshall
Meghan Glaspy
Matthew Bourque
Authored by RMO LLP, Scott Rahn, Sean Muntz, Mathew Wrenshall, Meghan Glaspy, Matthew Bourque

Rankings overview for Departments

All Departments profiles

1

Band 1

  1. Holland & Knight LLP
    1
    Holland & Knight LLP
    Private Wealth Disputes
    2025 | Band 1 | 8 Years Ranked
    Holland & Knight's Los Angeles-based team benefits from its strong networks across the country and maintains a reputation as one of the leaders in the provision of sophisticated litigation services to high net worth clients.
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  2. Loeb & Loeb LLP
    1
    Loeb & Loeb LLP
    Private Wealth Disputes
    2025 | Band 1 | 8 Years Ranked

    Loeb & Loeb is well regarded for its international and domestic estate planning, including advice on business succession planning. It also has a strong trust and estate disputes practice.

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  3. Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
    1
    Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP
    Private Wealth Disputes
    2025 | Band 1 | 8 Years Ranked

    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.

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  4. Sheppard, Mullin, Richter & Hampton LLP
    1
    Sheppard, Mullin, Richter & Hampton LLP
    Private Wealth Disputes
    2025 | Band 1 | 6 Years Ranked

    Sheppard Mullin's expertise covers trusts and estate planning, including the structuring of high-value gifts, as well as representing clients in estate disputes and contested wills.

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2

Band 2

  1. Withers
    2
    Withers
    Private Wealth Disputes
    2025 | Band 2 | 5 Years Ranked

    Withers is a well-regarded firm and a major player in private wealth with a strong international practice. The Los Angeles and San Diego offices also have a litigation team experienced in dealing with contested trusts, estates and conservatorships.

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3

Band 3

  1. Greenberg Traurig, LLP
    3
    Greenberg Traurig, LLP
    Private Wealth Disputes
    2025 | Band 3 | 1 Years Ranked

    The team at Greenberg Traurig regularly represents high net worth individuals in complex trust and estate disputes, including conservatorship proceedings, breaches of fiduciary duties and trust settlements.

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  2. RMO LLP
    3
    RMO LLP
    Private Wealth Disputes
    2025 | Band 3 | 1 Years Ranked

    RMO regularly represents high net worth individuals, beneficiaries and trustees in complex trust and probate disputes.

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Related Rankings

Private Wealth Law - California: Northern
Private Wealth Law - California: Southern