Blaine Brown

Bar / Professional Activity

• California State, 2019
• Orange County Trial Lawyers Association - Mr. Brown sits on the board of directors of the Orange County Trial Lawyers Association, where he helps guide the association's continuing education programming and its advocacy on behalf of plaintiffs and consumers in Orange County. He joined the board in 2023., 2026
• Veterans Legal Institute - Mr. Brown sits on the board of the Veteran's Legal Institute which provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members to eradicate barriers to housing, healthcare, education, and employment and foster self-sufficiency. Mr. Brown has sat on the board since 2023., 2026
• Orange County Trial Lawyers Association - Mr. Brown sits on the board of directors of the Orange County Trial Lawyers Association, where he helps guide the association's continuing education programming and its advocacy on behalf of plaintiffs and consumers in Orange County. He joined the board in 2023., 2025
• Veterans Legal Institute - Mr. Brown sits on the board of the Veteran's Legal Institute which provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members to eradicate barriers to housing, healthcare, education, and employment and foster self-sufficiency. Mr. Brown has sat on the board since 2023., 2025
• Orange County Trial Lawyers Association - Mr. Brown sits on the board of directors of the Orange County Trial Lawyers Association, where he helps guide the association's continuing education programming and its advocacy on behalf of plaintiffs and consumers in Orange County. He joined the board in 2023., 2024
• Veterans Legal Institute - Mr. Brown sits on the board of the Veteran's Legal Institute which provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members to eradicate barriers to housing, healthcare, education, and employment and foster self-sufficiency. Mr. Brown has sat on the board since 2023., 2024
• Orange County Trial Lawyers Association - Mr. Brown sits on the board of directors of the Orange County Trial Lawyers Association, where he helps guide the association's continuing education programming and its advocacy on behalf of plaintiffs and consumers in Orange County., 2023
• Veterans Legal Institute - Mr. Brown sits on the board of the Veteran's Legal Institute which provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members to eradicate barriers to housing, healthcare, education, and employment and foster self-sufficiency., 2023
• Orange County Bar Association, Trust and Estates, 2023
• Orange County Trial Lawyers Association, 2022
• Orange County Bar Association, Trust and Estates, 2022
• Association of Southern California Defense Counsel, 2019
• Orange County Bar Association, Tort and Trial Lawyers, 2019
• Young Lawyer's Division (Orange County Chapter), 2019
• Orange County Bar Association, Member, 2016

Verdicts / Settlements (Case Results)

• Personal Injury / Wrongful Death. Result: Settlement in Excess of $7,000,000.00. Mr. Brown represented the surviving family members of a decedent in a wrongful death action against multiple defendants, where liability was disputed and the damages included the loss of the decedent's financial support and the family's loss of the relationship. The matter was resolved through negotiation before trial. Prior results do not guarantee a similar outcome, and every case is different and depends on its own facts., 2026
• Litigation Victory (Saving Client’s $5 Million Inheritance) Result: Successfully Defended Enforcement of No Contest Clause by Way of Anti-SLAPP Motion Blaine M. Brown was retained by a beneficiary of a $15-$20 million trust after 2 years of litigation with different counsel. Unfortunately, during the past 2 years of litigation, pleadings were filed in multiple counties which the trustee of the trust believed to have violated the no contest clause of the trust. Within weeks of being retained, Mr. Brown was served with a petition to enforce the no contest clause. If the trustee succeeded, his client would be disinherited as a beneficiary of the trust, thereby losing an inheritance in excess of $5 million. In response to the petition to enforce the no contest clause, Mr. Brown strategically filed an anti-SLAPP Motion as his client’s responsive pleading to force the hand of the trustee in putting all of the evidence in support of the petition forward within 60 days for the court to rule on the anti-SLAPP Motion. Ultimately, the court granted Mr. Brown’s anti-SLAPP Motion, resulting in the petition to enforce the no contest clause being stricken and the trustee being ordered to pay all of Mr. Brown’s attorney’s fees and costs., 2024
• 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 action, alleged that their client was liable for fraud, conversion, financial elder abuse, breach of trust, breach of fiduciary duty, etc. in an amount of approximately $3,000,000 to $5,000,000. Through tactical litigation strategies, Mr. Brown and Mr. Young were able to obtain dismissals of all lawsuits filed against the client., 2023
• Result: $1,500,000 in Financial Elder Abuse Pre-Litigation 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). As his client’s brother’s health rapidly declined, his client’s niece had a power of attorney executed and completely rearranged the brother’s financial estate to benefit herself and her mother, misappropriating approximately over $700,000. Mr. Brown negotiating on behalf of his client to obtain the aforementioned settlement and helped his client avoid protracted litigation relating to the claim for Financial Elder Abuse., 2023
• 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 on the trustee’s breach of fiduciary duty and breach of trust. Mr. Brown also obtained the appointment of his client as trustee of the family trust., 2023
• I represented a beneficiary and co-trustee of an AB Trust in receiving a $1.1 million pre-trial settlement. My client was previously offered $0 during pre-litigation., 2023
• OC Trial Group Successfully Represents Beneficiary in trust disputes, it is important to have an experienced and knowledgeable legal team on your side. OC Trial Group recently represented a beneficiary in a trust dispute and obtained a favorable judgment against the trustee. Our team worked diligently to ensure our client received the compensation and justice they deserved. The first step in our representation was to establish the wrongdoing of the trustee. We were able to provide evidence that the trustee had misappropriated funds and acted wrongfully and in bad faith. This evidence helped us in obtaining a judgment that the trustee was removed from their position and that our client was appointed as trustee in their place. Next, we argued for and were granted double damages under probate code section 859 for the trustee's misappropriation. This compensation was essential in ensuring that our client was able to recover from the financial losses they incurred. We also argued for and were granted prejudgment interest at a rate of 10% per annum. This helped our client to recover from the lost time and opportunity costs they encountered as a result of the trustee's actions. Finally, we obtained a judgment that the trustee was liable for all attorney fees and costs associated with the case. This compensation was important in ensuring that our client did not bear the burden of legal fees in addition to the financial losses they had already suffered. At OC Trial Group, we are dedicated to representing our clients with skill, professionalism, and dedication. Our recent success in representing a beneficiary in a trust dispute highlights our commitment to helping our clients achieve the justice and compensation they deserve. If you are facing a trust dispute, contact our team for a consultation to see how we can help you., 2023
• Personal Injury - Traumatic Brain Injury - Settlement of $1,575,000.00., 2023
• Financial Elder Abuse, Breach of Fiduciary Duty, and Aiding and Abetting Breach of Fiduciary Duty. We represented the Petitioner in protracted litigation for Financial Elder Abuse and Breach of Fiduciary Duty against the Trustee and an agent of the Trust. Following four (4) full days of Trial, we obtained a seven (7) figure settlement on behalf of our Client (over half a million dollars over the Trustee's original offer)., 2022
• My 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). As my Client's brother's health rapidly declined, my Client's niece had a power of attorney executed and completely rearranged my Client's brother's financial estate to benefit herself and her mother. Following several demand letters, the financial accounts were corrected to reflect my Client's brother's original intent. At the conclusion, my Client received approximately $1,500,000.00 and each of his children received several hundreds of thousand of dollars., 2022
• Prior to Decedent's passing, she restated her Trust to provide the majority of her estate (approximately $1,500,000.00) solely to my Client and reduce the other siblings to less than $5,000.00 each. Following extensive written discovery and depositions, I obtained a settlement for my Client which provided him approximately 80% of the estate (increase of over 50% of what he was to receive previously). Further, I was able to ensure that my Client was protected from potential defamation by including liquidated damage provisions in the settlement agreement, should any confidentiality be breached., 2022
• This case involved a Preliminary Injunction attempting to block the sale of Trust Property that my Client negotiated, as Trustee. My Client sold a Property for $2,200,000 and the Beneficiary of the Trust, which owned the Property, disputed the sale and tried to block it. The Beneficiary filed an Ex Parte Application for a TRO and OSC re Preliminary Injunction. The Judge granted the TRO pending the OSC re Preliminary Injunction. Following oral arguments at the OSC re Preliminary Injunction, the Judge denied the Preliminary Injunction and Dissolved the TRO. The sale moved forward for $2,200,000 in cash., 2021
• This case involved defending a subcontractor who performed custom sound system wiring throughout a $14,000,000.00 home in Truckee, California. A little over a year after the wiring was performed, the entire property had a mold infestation in the walls. Damages sought exceeded $10,000.00. The subcontractor who performed the custom sound system wiring obtained a good faith settlement for $15,000.00., 2021
• Complete dismissal with prejudice on a personal injury action wherein the Plaintiff alleged damages in excess of $200,000.00 as a result of a motor vehicle accident., 2021
• This case involved a motor vehicle accident, in which the Plaintiff was alleging bodily injuries requiring extensive surgical procedures to be performed, as well as, a loss of earnings claim in excess of $200,000.00. Plaintiff's counsel made several demands to globally settle this claim for $100,000.00. This offer was denied and we appeared at the mandatory settlement conference, ultimately settling the claims against our client for $0 with a waiver of costs in exchange for a dismissal., 2020
• This claim involved tenants (whom were represented by firm), and had flooding their premises within a day of their lease beginning. Due to the flooding, the tenants had to reside in a hotel for nearly 30 days. Despite Santa Monica Municipal Code not being in our favor, we obtained a favorable settlement with the landlord. Particularly, the Santa Monica Municipal Code had a cap on on reimbursement for their expenditures. After it was all said and done, we were able to get around the cap on reimbursements, and the tenants were: (1) reimbursed for all of their expenses at the hotel (nearly $10,000); (2) not charged for rent for the month they were in the hotel, as well as, the following month; and (3) they were not charged for any other bills regarding the premises for that time as well., 2019
• We represented the Landlord in this claim, wherein his tenant (Claimant) sought a full refund of their security deposit based on allegations of mold. Following a detailed letter to Claimant's counsel explaining their unfounded allegations, the claim was dropped., 2019
• This case involved a motor vehicle accident, in which the Plaintiff was alleging bodily injuries requiring extensive surgical procedures to be performed. Initially, Plaintiff's counsel demanded the policy limits of the claim and following discovery proceedings, we identified the Plaintiff was involved in 3 prior motor vehicle accidents, wherein she hired the same attorney to settle claims. Notwithstanding, there was a mechanism of injury for Plaintiff's alleged injuries that could have resulted in a jury verdict greatly exceeding Plaintiff's demand. Following extensive negotiation, we settled the case for 3/4 less than Plaintiff's initial demand, despite extensive medical bills and treatment., 2019
• This case involved 21 causes of action, including but not limited to, sexual battery, assault, battery, negligent supervision, and a multitude of alleged violations of the California labor code against multiple entities. After several months, we mediated the case and Plaintiff's counsel demanded a settlement amount in excess of $5,000,000. During a 10 hour mediation, the crux of the allegations against my client depended upon how the business entities were set up. Following the 10 hour mediation, we settled for $10,000, which was over $5,000,000 less than Plaintiff's counsel initially demanded., 2019

Representative Clients

• Personal Injury and Wrongful Death (non-vehicular). Individuals seriously injured on another party's property or by another party's conduct, and the surviving family members of those who did not survive. Representation includes premises liability claims arising from dangerous property conditions, inadequate maintenance, and negligent security, injuries caused by defective or unreasonably dangerous products, injuries sustained on construction sites and at other worksites by workers with claims against parties other than their employer, dog bite and animal attack claims, injuries resulting from assaults and other criminal conduct where a property owner or business failed to provide reasonable protection, and injuries to residents of nursing homes and residential care facilities caused by neglect or inadequate staffing. Wrongful death claims are brought on behalf of spouses, registered domestic partners, children, and parents of the decedent., 2026
• Motor Vehicle Accidents. Drivers, passengers, motorcyclists, and pedestrians injured in motor vehicle collisions, along with the surviving family members of those killed in them. Representation includes catastrophic injury claims, disputed liability cases involving multiple vehicles or commercial defendants, underinsured and uninsured motorist claims, and wrongful death actions brought by spouses, children, and parents of the decedent., 2026
• Trustees. Trustees, successor trustees, co-trustees, and executors administering estates and defending their conduct. Representation includes successor trustees inheriting incomplete records and unresolved claims from a predecessor, trustees facing removal petitions, surcharge claims, and objections to an accounting, trustees accused of self-dealing or of favoring one beneficiary over another, and fiduciaries seeking court instructions before taking a contested action., 2026
• Fiduciary Disputes. Parties on both sides of breach of fiduciary duty claims, including beneficiaries and business owners pursuing fiduciaries who mismanaged or misappropriated assets, and trustees, agents, conservators, officers, and partners defending against those allegations. Representation includes disputes over agents acting under a power of attorney, conservators and guardians accused of exceeding their authority, professional and institutional fiduciaries, and partnership and closely held business disputes involving loyalty, self-dealing, and accounting obligations., 2026
• Trust Beneficiaries. Beneficiaries and heirs pursuing their rights under a trust or will, including children and grandchildren disinherited by a late amendment, beneficiaries of blended families whose shares were reduced after a parent's remarriage, and beneficiaries kept in the dark by a trustee who will not account. Representation includes trust and will contests grounded in undue influence, lack of capacity, and fraud, petitions to compel an accounting and to remove a trustee, and Probate Code section 850 claims to recover assets transferred out of the trust., 2026
• Personal Injury and Wrongful Death (non-vehicular). Individuals seriously injured on another party's property or by another party's conduct, and the surviving family members of those who did not survive. Representation includes premises liability claims arising from dangerous property conditions, inadequate maintenance, and negligent security, injuries caused by defective or unreasonably dangerous products, injuries sustained on construction sites and at other worksites by workers with claims against parties other than their employer, dog bite and animal attack claims, injuries resulting from assaults and other criminal conduct where a property owner or business failed to provide reasonable protection, and injuries to residents of nursing homes and residential care facilities caused by neglect or inadequate staffing. Wrongful death claims are brought on behalf of spouses, registered domestic partners, children, and parents of the decedent., 2025
• Fiduciary Disputes. Parties on both sides of breach of fiduciary duty claims, including beneficiaries and business owners pursuing fiduciaries who mismanaged or misappropriated assets, and trustees, agents, conservators, officers, and partners defending against those allegations. Representation includes disputes over agents acting under a power of attorney, conservators and guardians accused of exceeding their authority, professional and institutional fiduciaries, and partnership and closely held business disputes involving loyalty, self-dealing, and accounting obligations., 2025
• Motor Vehicle Accidents. Drivers, passengers, motorcyclists, and pedestrians injured in motor vehicle collisions, along with the surviving family members of those killed in them. Representation includes catastrophic injury claims, disputed liability cases involving multiple vehicles or commercial defendants, underinsured and uninsured motorist claims, and wrongful death actions brought by spouses, children, and parents of the decedent., 2025
• Trust Beneficiaries. Beneficiaries and heirs pursuing their rights under a trust or will, including children and grandchildren disinherited by a late amendment, beneficiaries of blended families whose shares were reduced after a parent's remarriage, and beneficiaries kept in the dark by a trustee who will not account. Representation includes trust and will contests grounded in undue influence, lack of capacity, and fraud, petitions to compel an accounting and to remove a trustee, and Probate Code section 850 claims to recover assets transferred out of the trust., 2025
• Trustees. Trustees, successor trustees, co-trustees, and executors administering estates and defending their conduct. Representation includes successor trustees inheriting incomplete records and unresolved claims from a predecessor, trustees facing removal petitions, surcharge claims, and objections to an accounting, trustees accused of self-dealing or of favoring one beneficiary over another, and fiduciaries seeking court instructions before taking a contested action., 2025
• Trust Beneficiaries. Beneficiaries and heirs pursuing their rights under a trust or will, including children and grandchildren disinherited by a late amendment, beneficiaries of blended families whose shares were reduced after a parent's remarriage, and beneficiaries kept in the dark by a trustee who will not account. Representation includes trust and will contests grounded in undue influence, lack of capacity, and fraud, petitions to compel an accounting and to remove a trustee, and Probate Code section 850 claims to recover assets transferred out of the trust., 2024
• Trustees. Trustees, successor trustees, co-trustees, and executors administering estates and defending their conduct. Representation includes successor trustees inheriting incomplete records and unresolved claims from a predecessor, trustees facing removal petitions, surcharge claims, and objections to an accounting, trustees accused of self-dealing or of favoring one beneficiary over another, and fiduciaries seeking court instructions before taking a contested action., 2024
• Fiduciary Disputes. Parties on both sides of breach of fiduciary duty claims, including beneficiaries and business owners pursuing fiduciaries who mismanaged or misappropriated assets, and trustees, agents, conservators, officers, and partners defending against those allegations. Representation includes disputes over agents acting under a power of attorney, conservators and guardians accused of exceeding their authority, professional and institutional fiduciaries, and partnership and closely held business disputes involving loyalty, self-dealing, and accounting obligations., 2024
• Motor Vehicle Accidents. Drivers, passengers, motorcyclists, and pedestrians injured in motor vehicle collisions, along with the surviving family members of those killed in them. Representation includes catastrophic injury claims, disputed liability cases involving multiple vehicles or commercial defendants, underinsured and uninsured motorist claims, and wrongful death actions brought by spouses, children, and parents of the decedent., 2024
• Personal Injury and Wrongful Death (non-vehicular). Individuals seriously injured on another party's property or by another party's conduct, and the surviving family members of those who did not survive. Representation includes premises liability claims arising from dangerous property conditions, inadequate maintenance, and negligent security, injuries caused by defective or unreasonably dangerous products, injuries sustained on construction sites and at other worksites by workers with claims against parties other than their employer, dog bite and animal attack claims, injuries resulting from assaults and other criminal conduct where a property owner or business failed to provide reasonable protection, and injuries to residents of nursing homes and residential care facilities caused by neglect or inadequate staffing. Wrongful death claims are brought on behalf of spouses, registered domestic partners, children, and parents of the decedent., 2024
• Trust Beneficiaries. Beneficiaries and heirs pursuing their rights under a trust or will, including children and grandchildren disinherited by a late amendment, beneficiaries of blended families whose shares were reduced after a parent's remarriage, and beneficiaries kept in the dark by a trustee who will not account. Representation includes trust and will contests grounded in undue influence, lack of capacity, and fraud, petitions to compel an accounting and to remove a trustee, and Probate Code section 850 claims to recover assets transferred out of the trust., 2023
• Personal Injury and Wrongful Death (non-vehicular). Individuals seriously injured on another party's property or by another party's conduct, and the surviving family members of those who did not survive. Representation includes premises liability claims arising from dangerous property conditions, inadequate maintenance, and negligent security, injuries caused by defective or unreasonably dangerous products, injuries sustained on construction sites and at other worksites by workers with claims against parties other than their employer, dog bite and animal attack claims, injuries resulting from assaults and other criminal conduct where a property owner or business failed to provide reasonable protection, and injuries to residents of nursing homes and residential care facilities caused by neglect or inadequate staffing. Wrongful death claims are brought on behalf of spouses, registered domestic partners, children, and parents of the decedent., 2023
• Motor Vehicle Accidents. Drivers, passengers, motorcyclists, and pedestrians injured in motor vehicle collisions, along with the surviving family members of those killed in them. Representation includes catastrophic injury claims, disputed liability cases involving multiple vehicles or commercial defendants, underinsured and uninsured motorist claims, and wrongful death actions brought by spouses, children, and parents of the decedent., 2023
• Fiduciary Disputes. Parties on both sides of breach of fiduciary duty claims, including beneficiaries and business owners pursuing fiduciaries who mismanaged or misappropriated assets, and trustees, agents, conservators, officers, and partners defending against those allegations. Representation includes disputes over agents acting under a power of attorney, conservators and guardians accused of exceeding their authority, professional and institutional fiduciaries, and partnership and closely held business disputes involving loyalty, self-dealing, and accounting obligations., 2023
• Trustees. Trustees, successor trustees, co-trustees, and executors administering estates and defending their conduct. Representation includes successor trustees inheriting incomplete records and unresolved claims from a predecessor, trustees facing removal petitions, surcharge claims, and objections to an accounting, trustees accused of self-dealing or of favoring one beneficiary over another, and fiduciaries seeking court instructions before taking a contested action., 2023

Transactions

• Personal Injury — Settlement in Excess of $5,000,000., 2025
• Recovered numerous seven-figure pre-trial and trial settlements on behalf of trust beneficiaries and estate heirs in complex trust litigation matters throughout California. Cases involved financial elder abuse, undue influence, trustee misconduct, breach of fiduciary duty, breach of trust, misappropriation of assets, and fraudulent transfers. Representative results include settlements of $1,500,000, $1,300,000, and $1,000,000+. Orange County trust litigation attorney serving clients across Southern California., 2025
• #1 Settlement in Orange County — Breach of Fiduciary Duty, Trust & Estate Litigation. Served as lead counsel in multiple high-value trust and estate litigation matters recognized by TopVerdict as the Number 1 Settlement in Orange County in 2024 across five categories: Breach of Fiduciary Duty, Property Rights, Wills, Trusts & Estates, and Elder Law. Matters involved complex trust disputes, beneficiary rights, and financial elder abuse claims brought on behalf of aggrieved beneficiaries against trustees and fiduciaries in Orange County, California., 2024
• Recovered numerous seven-figure pre-trial and trial settlements on behalf of trust beneficiaries and estate heirs in complex trust litigation matters throughout California. Cases involved financial elder abuse, undue influence, trustee misconduct, breach of fiduciary duty, breach of trust, misappropriation of assets, and fraudulent transfers. Representative results include settlements of $1,500,000, $1,300,000, and $1,000,000+. Orange County trust litigation attorney serving clients across Southern California., 2024
• Settlement in California — Elder Financial Abuse, Constructive Fraud & Embezzlement. Served as lead trust litigation attorney in a landmark financial elder abuse matter recognized by TopVerdict as the Number 1 Settlement in California in 2022 for Elder Financial Abuse, Constructive Fraud, and Embezzlement. Successfully recovered significant damages on behalf of an elderly victim whose assets were misappropriated by a trustee or fiduciary through fraudulent conduct, constructive fraud, and financial exploitation. Orange County, California., 2022
• Ongoing Business Dispute & Contract Litigation. Represented business owners, corporations, and individuals in business litigation and contract disputes throughout Orange County and Southern California. Matters included breach of contract, fraud, business torts, corporate disputes, real estate disputes, and misappropriation claims. Achieved favorable resolutions through aggressive litigation, negotiated settlements, and pre-trial dispositive motions.
• Ongoing Trustee Defense — Breach of Fiduciary Duty, Undue Influence & Fraud. Successfully obtained defense judgments on behalf of trustee clients wrongfully accused of breach of fiduciary duty, breach of trust, undue influence, and fraud in high-stakes trust and estate litigation. Provided skilled trustee defense representation in Orange County and throughout California, protecting trustees' rights and preserving trust assets against unfounded claims brought by beneficiaries and co-trustees.
• Ongoing Trust & Estate Administration — Probate, Trust Administration & Estate Planning. Counseled personal representatives, successor trustees, and beneficiaries through complex trust administration, probate proceedings, and estate planning matters in California. Matters included trustee removal actions, beneficiary disputes, will contests, guardianship disputes, and trust modification proceedings. Serving clients as an experienced Orange County probate attorney and trust administration lawyer.

Special Licenses / Certifications

• Tony Robbins Business Training Course. Tony Robbins’ business training programs address every aspect of starting, building and growing a business. This includes developing an abundance mindset and identifying any limiting beliefs that may hold you back, taking steps toward emotional mastery, developing a time management system that works for you, creating a healthy organizational culture and determining the effective steps required to master your leadership skills., 2021
• Admitted to practice before the United States District Court for the Central District of California, representing clients in federal civil litigation matters including trust disputes, elder abuse claims, business litigation, wrongful death, and personal injury actions., 2021
• Admitted to practice law in the State of California. Active member in good standing with no disciplinary history., 2019

Pro bono / Community Service

• Veteran's Legal Institute. Blaine Brown continued to act on the board of the Veteran's Legal Institute in November 2023. Veterans Legal Institute® provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members to eradicate barriers to housing, healthcare, education, and employment and foster self-sufficiency., 2024
• Veteran's Legal Institute. Blaine Brown was appointed to the board of the Veteran's Legal Institute in November 2023. Veterans Legal Institute® provides pro bono legal assistance to homeless, at risk, disabled and low income current and former service members to eradicate barriers to housing, healthcare, education, and employment and foster self-sufficiency., 2023
• Western State College of Law 1L Moot Court Tournament Judge., 2023
• Certificate of Public Service, 2018
• Orangewood Children's Home - Mentor, 2015

Educational Background

• California State University, Chico, B.S., Business Administration with Option in Finance/Accounting, 2015

White Papers

• Written by Blaine M. Brown of OC Trial Group, APC, this article — published in the February 2025 issue of Orange County Lawyer Magazine — examines how anti-SLAPP motions have emerged as an increasingly effective strategic tool in California trust and estate litigation. The piece focuses specifically on scenarios where no-contest clauses are invoked as a litigation tactic to deter beneficiaries from asserting valid legal claims, and analyzes how anti-SLAPP motions can be leveraged to counteract that misuse and protect beneficiaries from the threat of unjust disinheritance in complex, high-stakes trust disputes., Turning the Tables: How Anti-SLAPP Motions Can Neutralize Enforcement of No-Contest Clauses in High-Stakes Trust Litigation, Legal Services, Trust & Estate Litigation, Probate Law, California Civil Procedure, Elder Law, 2025
• In this article, Blaine M. Brown provides a detailed analysis of the California Court of Appeal decision in Trotter v. Van Dyck, a landmark ruling reaffirming the importance of traditional formalities in trust amendments in the face of growing digital communication. The case examined whether emails and other informal electronic communications could serve as valid trust amendments under the Uniform Electronic Transactions Act (UETA). The court held that electronic communications do not satisfy the formal requirements for trust amendments, reinforcing the need for adherence to established legal standards. The article highlights the reaffirmation of formal, written instruments in documenting trust amendments and provides guidance for legal professionals to ensure clients' intentions are properly memorialized to avoid potential disputes., Lines Drawn in Digital Ink: Trotter v. Van Dyck Upholds Traditional Formalities in the Face of Modern Technology, Legal Services, Trust & Estate Litigation, Estate Planning, Probate Law, Technology & Law, California Civil Law, 2024

Scholarly Lectures / Writings

• Explains how California trustees can use mediation as a strategic alternative to litigation, addressing allegations and protecting their role through structured negotiation., Trustee Defense and the Use of Mediation in Trust Litigation, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Laguna Hills CA, Lake Forest CA, California, 2026
• Published an article in Legal Reader titled: “How to Spot Mismanagement of a Trust Before It’s Too Late“.
• A beneficiary starts by making a clear written demand for a full accounting, and petitions the probate court if the trustee ignores or refuses it. This post explains what a proper account must contain under Probate Code section 16063, when accountings are owed under section 16062 and the related notice and reporting duties at sections 16061.7 and 16061, how to frame and document the written request, and what the court can do on a section 17200 petition, including compelling the account, surcharging the trustee under sections 16420 and 16440, and removal under section 15642. It also covers the limited exceptions under section 16064 and why a waiver is not absolute, what to scrutinize once an accounting arrives, and the three-year window that runs from an account disclosing a problem., How to Request an Accounting From a Trustee in California?, 2026
• A trustee who fails to safeguard trust property can be held personally responsible for the resulting losses. This post explains the duty to take control of and preserve trust assets under Probate Code section 16006 and the prudent investor standard of section 16047, the consequences that follow a breach — personal liability, removal under section 15642 including emergency suspension under subdivision (e), and a compelled accounting — and the common fact patterns that give rise to these claims, such as neglected real estate, uninsured assets, unsuitable investments, commingling, and missed tax deadlines. It then covers a beneficiary's remedies, including a section 17200 petition, surcharge under sections 16420 and 16440, double damages under section 859 for bad-faith conduct, and injunctive relief, along with the proof required and the three-year limitations period that runs from an account disclosing the breach., What Happens If a Trustee Fails to Protect Trust Assets in California?, 2026
• A trustee accused of mismanagement should pause discretionary decisions, preserve and organize records, confirm the scope of his authority under the trust, and get counsel involved before responding. This post explains what mismanagement means under the prudent-administration standard of Probate Code section 16040 and the prudent investor rules at sections 16045 through 16047, along with the related duties against conflicts of interest under section 16004 and commingling under section 16009. It covers removal under section 15642 and why it is not automatic, the good-faith defense including the reliance protection of section 16040(b) and the court's discretion to excuse liability under section 16440(b), the resolution paths available short of trial, and the exposure a trustee faces if the claim succeeds, including personal liability and the remedies at sections 16420 and 16440., What Should I Do If I’m Accused of Mismanaging a Trust?, 2026
• A California trustee may hold up a distribution, but only where the delay serves a legitimate administrative purpose supported by the trust terms and Probate Code section 16000. This post explains when waiting is proper — valuing assets, paying debts and taxes, resolving creditor claims or beneficiary disputes, honoring staggered or conditional gifts — and where the line falls, including the limits on discretionary distribution powers under sections 16080 and 16081, the duty to keep beneficiaries reasonably informed under section 16060, and the prohibition on self-dealing under section 16004. It notes that California sets no fixed deadline but does impose the 60-day notice requirement of section 16061.7 and the annual accounting duty of section 16062, and it lays out a beneficiary's options when a delay is unjustified, including a section 17200 petition to compel distribution and removal under section 15642., Can a Trustee Delay a Trust Distribution to Protect Assets in California?, 2026
• Co-trustee conflict is resolved by identifying what is actually driving the disagreement, returning to the trust's decision-making provisions, and taking structured steps before administration stalls. This post covers the common sources of friction, what to look for in the instrument regarding joint approval, tie-breakers, divided roles, and deadlock, and the practical habits that keep a disagreement from becoming a claim. It also identifies the warning signs that a dispute has become a legal problem, the California options available when informal efforts fail — petitioning for instructions, seeking removal or replacement, obtaining approval of a contested action, or modifying administrative terms — and how a trustee protects his own position while keeping the administration moving., Managing Co-Trustee Disputes During the Administration Process, 2026
• The first 90 days set the tone for the entire administration, and early missteps are the ones that surface later as disputes or personal liability. This post covers what a new trustee should do first under California law, including confirming authority and reading the trust in full, inventorying and securing assets, giving statutory notice and keeping beneficiaries reasonably informed, addressing debts, taxes, and carrying costs before any distribution, and documenting decisions from day one. It closes with the mistakes that most often cause trouble early, such as acting before understanding the trust terms, commingling funds, and distributing before liabilities are accounted for., The Trustee’s First 90 Days: What to Do After Accepting the Role, 2026
• California courts have broad authority to correct trust mismanagement, and the right remedy depends on what went wrong and what outcome the client is after. This post walks through seven of them — removal or suspension of a trustee, surcharge, a court-ordered or forensic accounting, injunctive relief, an order compelling a trustee to act, reformation or modification, and declaratory relief — and explains the factors courts weigh in choosing among them, including the severity of the conduct, whether financial harm occurred, the trust's terms and purpose, and whether the problem can be fixed without removing the trustee., 7 Legal Remedies in Trust Litigation, 2026
• A trustee accused of misconduct defends by showing that the challenged conduct followed the trust instrument, was documented, and was taken in good faith. This post explains what qualifies as misconduct under California law, which records matter most, why adherence to the trust terms and reasonable judgment carry weight with the court, and what a trustee should do in the first days after an accusation before a dispute turns into removal, surcharge, or accounting litigation., How Can a Trustee Defend Against Claims of Misconduct?, Blaine M. Brown, 2026
• Guides California trustees who have been sued by a trust beneficiary through the critical first steps in responding to trust litigation., Sued by a Beneficiary? What Trustees Should Do First, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Fullerton CA, California, 2026
• A practical pre-litigation checklist for trustees to reduce litigation risk, address disputes early, and protect their role in trust administration., Litigation-Proofing Your Role as Trustee: A Pre-Litigation Checklist, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Dana Point CA, San Juan Capistrano CA, California, 2026
• Advises California trustees on how to respond when facing a self-dealing accusation or fiduciary breach claim., What Should a Trustee Do When Accused of Self-Dealing?, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Laguna Hills CA, California, 2026
• Explains the options available to beneficiaries and trustees when a trustee fails to follow the express terms of a trust under California law., How to Handle a Failure to Follow Trust Terms by the Trustee, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Lake Forest CA, California, 2026
• Explains who bears responsibility for medical bills following a Newport Beach car accident, covering insurance coverage options and legal remedies., Who Pays for Your Medical Bills After a Car Crash in Newport Beach?, Personal Injury / Wrongful Death, California Civil Litigation, Newport Beach CA, Orange County CA, Irvine CA, Costa Mesa CA, Laguna Beach CA, California, 2026
• Outlines the seven key legal responsibilities California trustees must understand and fulfill during tax season., 7 Responsibilities of a California Trustee During Tax Season, Trust & Estate Administration, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Tustin CA, California, 2026
• Explains California's comparative fault system following car accidents and how fault allocation affects a personal injury claim., Understanding California's Fault Rules After a Car Crash, Personal Injury / Wrongful Death, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Fullerton CA, California, 2026
• Covers how California's intestate succession laws govern asset distribution when someone dies without a will, trust, or other estate plan in place, What Happens If You Die Without an Estate Plan in California?, Estate Planning, Probate Law, Family Law / Inheritance, Orange County CA, Irvine CA, Newport Beach CA, Anaheim CA, Garden Grove CA, California, 2026
• Explains beneficiary rights, legal deadlines, and available options when a trustee fails to provide required notice under the California Probate Code., What Happens If a Trustee Fails to Give Proper Notice Under California Probate Code?, Trust & Estate Administration, Probate Law, Trust & Estate Litigation, Orange County CA, Irvine CA, Mission Viejo CA, Laguna Hills CA, Lake Forest CA, California, 2026
• Guides Orange County car accident victims through the immediate steps to take to protect their rights and maximize their recovery., What to Do After a Car Accident in Orange County, Personal Injury / Wrongful Death, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Anaheim CA, Santa Ana CA, California, 2026
• Examines how no-contest clauses can be used under California law to protect trustees from frivolous litigation, including drafting considerations and limits., Using No-Contest Clauses to Protect Trustees in Litigation, Trust & Estate Litigation, Estate Planning, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Dana Point CA, California, 2026
• Explains how California Probate Code §17200 petitions function to resolve trust disputes and protect the rights of beneficiaries and trustees., What to Know About Probate Code §17200 Petitions, Trust & Estate Litigation, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Tustin CA, California, 2026
• Addresses how openness and transparency in trust administration can prevent disputes and protect both trustees and beneficiaries., Avoiding Trust Disputes: The Importance of Openness and Transparency, Trust & Estate Administration Trust & Estate Litigation, Estate Planning, Orange County CA, Irvine CA, Newport Beach CA, Lake Forest CA, Laguna Niguel CA, California, 2026
• Explains when and how an Anti-SLAPP motion can be used to counter a petition to enforce a no-contest clause in California estate litigation., Considerations for Filing an Anti-SLAPP Motion in Response to a Petition for Enforcement of a No-Contest Clause, Trust & Estate Litigation, California Civil Litigation, Elder Law / Financial Elder Abuse, Orange County CA, Irvine CA, Newport Beach CA, Laguna Hills CA, San Juan Capistrano CA, California, 2026
• Covers how beneficiary designations work in California and the circumstances under which they can be contested in estate and inheritance disputes., Understanding Beneficiary Designations and Contestability in California, Estate Planning, Trust & Estate Litigation, Family Law / Inheritance, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Laguna Niguel CA, California, 2026
• Explains the statute of limitations for wrongful death lawsuits in Orange County and the urgency of acting before filing deadlines pass., Time Limits for a Wrongful Death Lawsuit in Orange County, Personal Injury / Wrongful Death, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Anaheim CA, Fullerton CA, California, 2025
• Covers California's time limits for filing personal injury claims in Orange County, including key exceptions to the standard two-year deadline., Statute of Limitations for a Personal Injury Case in Orange County, Personal Injury / Wrongful Death, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Anaheim CA, Costa Mesa CA, California, 2025
• Guides California beneficiaries on the legal steps available to compel a trustee to provide a trust accounting when records are being withheld., What to Do When a Trustee Refuses to Give an Accounting, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Laguna Hills CA, Dana Point CA, California, 2025
• An overview of trust and will disputes in California, covering how to resolve conflicts, protect an inheritance, and enforce a loved one's intentions., What Are Trust & Will Disputes in California?, Trust & Estate Litigation, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Costa Mesa CA, California, 2025
• Addresses how to identify and respond to allegations of trustee misappropriation of trust funds and what legal remedies are available to beneficiaries., How to Handle Misappropriation of Trust Funds by the Trustee, Trust & Estate Litigation, Elder Law / Financial Elder Abuse, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Anaheim CA, California, 2025
• Explains how asset distribution works in California when a trust or will is successfully contested by a beneficiary or interested party., How Will Assets Be Passed Down if a Trust or Will Is Successfully Disputed?, Trust & Estate Litigation, Probate Law, Family Law / Inheritance, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Tustin CA, California, 2025
• Examines when and how it may still be possible to challenge a will after the probate process has concluded in California., Can a Will Be Contested After Probate?, Trust & Estate Litigation, Probate Law, Estate Planning, Orange County CA, Irvine CA, Laguna Hills CA, Mission Viejo CA, Lake Forest CA, California, 2025
• Outlines five common legal grounds for contesting a will in California, including lack of testamentary capacity, undue influence, and fraud., 5 Reasons for Challenging a Will, Trust & Estate Litigation, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Garden Grove CA, California, 2025
• Helps California trustees and beneficiaries understand the trust administration process, their respective roles, and their legal rights., What to Expect in California Trust Administration, Trust & Estate Administration, Probate Law, Estate Planning, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, San Juan Capistrano CA, California, 2025
• Addresses the unique inheritance and estate planning challenges that arise in blended family situations in California., Understanding Inheritance Issues with Blended Families, Family Law / Inheritance, Estate Planning, Trust & Estate Administration, Orange County CA, Irvine CA, Newport Beach CA, Lake Forest CA, Tustin CA, California, 2025
• Explains spousal inheritance rights under California law, including how community property rules and wills affect a surviving spouse's share of an estate., What Are the Inheritance Rights of Spouses?, Family Law / Inheritance, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Mission Viejo CA, California, 2025
• A practical guide to the California trust litigation process from the initial filing through to final resolution., What to Expect in California Trust Litigation, Trust & Estate Litigation, California Civil Litigation, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Dana Point CA, California, 2025
• Defines trust disputes, explains common causes, identifies who can file, and explains how OC Trial Group resolves them in California., What Is a Trust Dispute?, Trust & Estate Litigation, Estate Planning, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Laguna Hills CA, California, 2025
• Explains how Anaheim-area trustees can defend their actions and protect themselves in California probate court during a trust dispute., How Trustees Can Defend Against Trust Disputes in Anaheim, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Anaheim CA, Orange County CA, Irvine CA, Fullerton CA, Buena Park CA, California, 2025
• Covers how Newport Beach trustees can manage trusts, avoid legal missteps, and carry out their duties with clarity and confidence., Role of a Trustee in Trust Administration in Newport Beach, Trust & Estate Administration, Estate Planning, Probate Law, Newport Beach CA, Orange County CA, Irvine CA, Costa Mesa CA, Laguna Beach CA, California, 2025
• Explains the circumstances under which a power of attorney may be contested in California and what action can be taken to protect family interests., When Can a Power of Attorney Be Contested?, Elder Law / Financial Elder Abuse, Trust & Estate Litigation, Estate Planning, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Anaheim CA, California, 2025
• Outlines the core principles of fiduciary duty that California trustees must follow to protect trust assets while supporting beneficiaries., General Principles of Fiduciary Duties, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Lake Forest CA, Brea CA, California, 2025
• Guides California trustees on the steps to take when a trust contest is filed, including how to protect themselves and continue fulfilling their duties., What Should a Trustee Do When Facing a Trust Contest in California?, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Laguna Niguel CA, California, 2025
• Announces Blaine Brown's feature in Orange County Lawyer Magazine for his article on leveraging anti-SLAPP motions to neutralize no-contest clause enforcement in California trust litigation., Blaine Brown of OC Trial Group, APC Publishes Insightful Article on Anti-SLAPP Motions in Trust Litigation, Trust & Estate Litigation, California Civil Litigation, Legal Publishing, Orange County CA, Irvine CA, Newport Beach CA, San Juan Capistrano CA, California, 2025
• Identifies which California assets transfer directly to beneficiaries and are therefore not subject to the probate process., What Property Is Not Subject to Probate?, Probate Law, Estate Planning, Trust & Estate Administration, Orange County CA, Irvine CA, Costa Mesa CA, Laguna Hills CA, Cypress CA, California, 2025
• Explores how trusts can provide tax savings, asset protection, and long-term financial security beyond basic estate planning goals., What Are the Additional Benefits of Creating a Trust?, Estate Planning, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Tustin CA, California, 2025
• Explains the purpose and importance of estate planning in protecting assets and ensuring a client's wishes are legally honored., What Is Estate Planning and Why Is It Important?, Estate Planning, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Lake Forest CA, California, 2025
• Helps Orange County trustees understand their legal duties in estate administration and how to avoid common risks and missteps., Role of a Trustee in Estate Administration in Orange County, Trust & Estate Administration, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Anaheim CA, Fullerton CA, California, 2025
• Explains how a durable power of attorney for property management works and how it protects assets during incapacity in California., What Is a Durable Power of Attorney for Property Management?, Estate Planning, Elder Law / Financial Elder Abuse, Trust & Estate Administration, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, San Clemente CA, California, 2025
• Outlines the most common legal defenses available to trustees facing claims in California estate dispute litigation., Common Defenses for Trustees in Estate Disputes, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Mission Viejo CA, Laguna Hills CA, Dana Point CA, California, 2025
• Provides a defense framework for Orange County trustees accused of breaching their fiduciary duties in California., Defending Breach of Fiduciary Duty Claims in Orange County, Trust & Estate Litigation, California Civil Litigation, Trust & Estate Administration, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Anaheim CA, California, 2025
• Weighs the pros and cons of probate versus avoidance strategies, with guidance on simplifying estate transfers and protecting assets., Planning for Probate or Probate Avoidance, Probate Law, Estate Planning, Trust & Estate Administration, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Tustin CA, California, 2025
• Addresses California trustee compensation rules, including guidance on reasonable fees, reimbursable expenses, and trust administration standards., What a California Trustee Should Consider When Determining Compensation, Trust & Estate Administration, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Lake Forest CA, Laguna Hills CA, California, 2025
• Guides California trust creators through trustee selection, covering responsibilities, legal considerations, and key factors to evaluate., Choosing a Trustee: Factors to Consider for Your Trust in California, Trust & Estate Administration, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Mission Viejo CA, California, 2025
• Explains California's intestate succession laws and who is entitled to inherit when someone dies without a valid will or trust in place, Understanding Intestate Succession: Who Inherits the Decedent's Estate in California, Probate Law, Family Law / Inheritance, Estate Planning, Orange County CA, Irvine CA, Anaheim CA, Garden Grove CA, Buena Park CA, California, 2025
• Analyzes the intersection of technology and estate law, examining how the Trotter v. Van Dyck decision held that emails and electronic communications do not satisfy California's formal requirements for amending a trust., Author, Electronic Communications Do Not Constitute Valid Trust Amendments, Daily Journal, Trust & Estate Litigation, Estate Planning, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Laguna Hills CA, San Juan Capistrano CA, California, 2025
• Reviews the most common causes of estate litigation in California, from will disputes to fiduciary breaches., Common Reasons for Estate Litigation, Trust & Estate Litigation, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Fullerton CA, California, 2024
• Identifies the key life events and circumstances that should prompt someone to update their estate plan to ensure wishes remain protected., When Should You Update Your Estate Plan?, Estate Planning, Family Law / Inheritance, Trust & Estate Administration, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Brea CA, California, 2024
• Explains how California probate requirements apply to surviving spouses and how those rules impact estate administration., Understanding Probate Requirements for Surviving Spouses in California, Probate Law, Family Law / Inheritance, Estate Planning, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Tustin CA, California, 2024
•  Explores the role of a trust protector and the circumstances under which one may be needed in a California trust., Do You Need a Trust Protector in California?, Estate Planning, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Lake Forest CA, Dana Point CA, California, 2024
• Explores the benefits of mediating inheritance disputes and how it can save time and costs compared to litigation., Should You Mediate Your Inheritance Dispute?, Trust & Estate Litigation, Family Law / Inheritance, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Laguna Niguel CA, California, 2024
• Covers the benefits of creating a trust, including avoiding probate, protecting assets, reducing taxes, and securing a lasting legacy., Why You Should Consider Creating a Trust, Estate Planning, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Laguna Hills CA, California, 2024
• Explains the deceased spouse's unused exclusion amount (DSUEA) and its important role in California estate planning., Understanding the Deceased Spouse's Unused Exclusion Amount in Estate Planning, Estate Planning, Family Law / Inheritance, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, San Juan Capistrano CA, California, 2024
• Outlines steps trustees can take to protect themselves with respect to fiduciary duties, personal liability, and dispute resolution., How Can a Trustee Protect Themselves?, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Mission Viejo CA, Dana Point CA, Costa Mesa CA, California, 2024
• Covers a trustee's legal obligations regarding taxes, including filing, reporting, and compliance requirements., What Duties Does a Trustee Have with Regard to Taxes?, Trust & Estate Administration, Probate Law, Estate Planning, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Lake Forest CA, California, 2024
• Explains the legal implications and options when a spouse is omitted from a will in California., What Happens If You Leave Your Spouse Out of the Will?, Estate Planning, Family Law / Inheritance, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Tustin CA, Cypress CA, California, 2024
• Guides clients on what documents and information to prepare before meeting with an estate planning attorney at OC Trial Group., What to Bring to Your Meeting with Your Estate Planning Attorney, Estate Planning, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Hills CA, Fullerton CA, California, 2024
• Covers strategies for incorporating business interests and rental properties into a comprehensive California estate plan., Integrating Your Business and Rental Property Into Your Estate Plan, Estate Planning, Business & Corporate Law, Trust & Estate Administration, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Mission Viejo CA, California, 2024
• Examines the benefits and drawbacks of gifting money and assets before death, and how it can impact an estate., Should You Be Gifting Assets During Your Life?, Estate Planning, Family Law / Inheritance, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, San Clemente CA, California, 2024
• Outlines the legal standards a will must meet in California to be legally enforceable and ensure that a testator's wishes are honored., What Makes a Will Valid in California?, Estate Planning, Probate Law, Trust & Estate Administration, Orange County CA, Irvine CA, Laguna Hills CA, Lake Forest CA, Brea CA, California, 2024
• Addresses the legal challenges that arise when inheriting real estate jointly with others, particularly when seeking to divide or sell jointly inherited assets., Joint Ownership of Inherited Property, Family Law / Inheritance, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Tustin CA, California, 2024
• Explains how California Probate Code § 859 allows claimants to recover double the damages against someone who wrongfully takes or hides estate property, and how to pursue this remedy., How To Get Double Damages Under Probate Code § 859, Trust & Estate Litigation, Elder Law / Financial Elder Abuse, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Fullerton CA, California, 2024
• Explains that while a revocable living trust does not protect assets from creditors, irrevocable trusts offer certain protections., Can Creditors Go After a Trust?, Trust & Estate Administration, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Dana Point CA, California, 2024
• Provides tips for confirming the existence of a valid will after someone has passed in California., Determining Whether a Decedent Had a Valid Will in California, Probate Law, Estate Planning, Trust & Estate Administration, Orange County CA, Irvine CA, Anaheim CA, Garden Grove CA, Stanton CA, California, 2024
• Offers guidance on reviewing documents and obtaining strategic advice to confirm whether a decedent had a valid trust in California., How to Determine if a Decedent Had a Valid Trust in California, Trust & Estate Administration, Probate Law, Estate Planning, Orange County CA, Irvine CA, Newport Beach CA, Lake Forest CA, Laguna Hills CA, California, 2024
• Practical advice for beneficiaries concerned that their trustee is failing to fulfill their fiduciary obligations., Ensuring Accountability: How to Hold a Trustee Accountable, Trust & Estate Litigation, Trust & Estate Administration, Elder Law / Financial Elder Abuse, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Costa Mesa CA, California, 2024
• Explains the steps available when a trustee is taking excessive fees from the trust, and options for challenging those fees., Disputing a California Trustee's Fees: Understanding Your Options, Trust & Estate Litigation, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Mission Viejo CA, California, 2024
• Provides guidance on trustee responsibilities and potential liability when third parties take actions related to trust administration., Can a Trustee Be Liable for a Third Party's Actions?, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Laguna Hills CA, Dana Point CA, Tustin CA, California, 2024
• Introduces the basics of Anti-SLAPP motions and how they can be used to defend against petitions to enforce a no-contest clause., Understanding Anti-SLAPP Motions, Trust & Estate Litigation, California Civil Litigation, Elder Law / Financial Elder Abuse, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, San Juan Capistrano CA, California, 2024
• Guides California trustees on how to handle the elective creditor's claims procedure and manage creditor claims against trust property., Dealing with Creditor Claims as a California Trustee, Trust & Estate Administration, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Costa Mesa CA, Fullerton CA, Brea CA, California, 2024
• Explains why selecting the right trustee is crucial for effective trust administration and management, and what factors to weigh., Choosing a Trustee: Factors to Consider, Trust & Estate Administration, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Lake Forest CA, California, 2024
• Covers the factors that determine trustee compensation in California, including what is outlined in the trust document., Trustee Compensation in California: Factors to Consider, Trust & Estate Administration, Probate Law, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Tustin CA, Cypress CA, California, 2024
• Examines the benefits of openness and transparency in trust administration, including how it prevents legal disputes between beneficiaries., The Importance of Transparency During Trust Administration, Trust & Estate Administration, Trust & Estate Litigation, California Civil Litigation, Orange County CA, Irvine CA, Mission Viejo CA, Dana Point CA, Laguna Hills CA, California, 2024
• Outlines California's legal options for trust modification, including beneficiary consent, court approval, and decanting., California Procedure to Modify or Reform the Trust, Trust & Estate Administration, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, San Juan Capistrano CA, California, 2024
• Explains what to do when someone granted power of attorney misuses that authority, and how to protect your affairs and assets., Addressing Abuse of Power: What to Do When an Agent Misuses Power of Attorney, Elder Law / Financial Elder Abuse, Estate Planning, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Anaheim CA, California, 2024
• Covers the many responsibilities of trustees, including handling the elective creditor's claims procedure., Trustee Fiduciary Duties, Trust & Estate Administration, Trust & Estate Litigation, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Costa Mesa CA, Lake Forest CA, California, 2024
• Explains how to prevent trust and will disputes in California through clear planning, protecting wishes and reducing family conflict., Can I Avoid a Trust or Will Dispute in California?, Trust & Estate Litigation, Estate Planning, Family Law / Inheritance, Orange County CA, Irvine CA, Newport Beach CA, Laguna Hills CA, Mission Viejo CA, California, 2024
• Addresses the variable timeline for resolving California trust and will disputes, depending on case complexity, settlement willingness, court docket, and litigation needs., How Long Does It Take to Resolve a Trust or Will Dispute in California?, Trust & Estate Litigation, California Civil Litigation, Probate Law, Orange County CA, Irvine CA, Laguna Niguel CA, Dana Point CA, Tustin CA, California, 2024
• Covers what happens after a trust or will is successfully contested in California and what next steps are available to protect rights., What Happens if a Trust or Will Is Successfully Contested in California?, Trust & Estate Litigation, Estate Planning, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, San Clemente CA, California, 2024
• Explains the steps, evidence, and legal process for contesting a trust or will in California., How Do I Start the Process of Contesting a Trust or Will in California?, Trust & Estate Litigation, California Civil Litigation, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Fullerton CA, Brea CA, California, 2024
• Explains the time limits for contesting a trust or will in California, which depend on the nature of the document and the circumstances of the dispute., How Long Do I Have to Contest a Trust or Will in California?, Trust & Estate Litigation, Estate Planning, California Civil Litigation, Orange County CA, Irvine CA, Costa Mesa CA, Laguna Hills CA, Lake Forest CA, California, 2024
• Outlines the legal grounds for contesting a trust or will in California, subject to specific requirements and standards of proof., What Are Common Grounds for Contesting a Trust or Will in California?, Trust & Estate Litigation, Estate Planning, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Anaheim CA, Garden Grove CA, California, 2024
• A comprehensive guide to the critical distinctions between irrevocable and revocable trusts and what each means for estate planning., Understanding the Key Differences Between Irrevocable and Revocable Trusts, Estate Planning, Trust & Estate Administration, Probate Law, Orange County CA, Irvine CA, Newport Beach CA, Laguna Niguel CA, Mission Viejo CA, California, 2024
• Identifies the parties who may have legal standing to contest a trust or will in California., Who Can Contest a Trust or Will in California?, Trust & Estate Litigation, Estate Planning, Probate Law, Orange County CA, Irvine CA, Laguna Hills CA, Fullerton CA, Tustin CA, California, 2024
• Covers common breaches of trustee duties in California trust and estate administration, legal remedies available, and beneficiary rights., Common Breaches of Trustee Duties During Trust and Estate Administration in California, Trust & Estate Litigation, Trust & Estate Administration, California Civil Litigation, Orange County CA, Irvine CA, Newport Beach CA, Mission Viejo CA, Costa Mesa CA, California, 2024
• Examines the applicability of no-contest clauses in California trusts and wills, their significance in estate planning, and their legal implications., Understanding the Scope of No Contest Clauses in California: When and How Do They Apply?, Irvine Trust Litigation, Orange County Trust Litigation, Orange County Trust Administration, Irvine Trust Administration, Defending Trustees In Litigation, 2024
• Discusses how a trustee can claim trustee fees as specified in the trust, even when under accusation or defending litigation., Defending Litigation: Can a Trustee Utilize Trust and Estate Funds?, Irvine Trust Litigation, Orange County Trust Litigation, Orange County Trust Administration, Irvine Trust Administration, Defending Trustees In Litigation, 2024
• Trustees play a crucial role in managing and administering trusts, holding specific powers and responsibilities outlined in the California Probate Code (Probate Code Sections 16220-16249). One of the critical aspects of a trustee’s role is knowing when to enforce, defend, or compromise claims. In this article, we explore the powers granted to trustees under the Probate Code and the circumstances under which trustees are obligated to take action on claims., Understanding the Trustee’s Duties: Enforcing, Defending, or Compromising Claims in California, 2024
• It's important to note that these grounds for contesting a trust or will are subject to specific legal requirements and standards of proof. Contesting a document can be a complex legal process, and individuals who believe they have valid reasons to contest a trust or will in California should seek the assistance of an experienced estate and trust attorney to navigate the legal proceedings effectively., What Are Common Grounds for Contesting a Trust or Will in California?, 2024
• An irrevocable trust is a legal arrangement that, once established, stands as a permanent fixture in estate planning. The defining feature of this type of trust is its immutability; once the grantor, the individual who creates the trust, transfers assets into an irrevocable trust, they relinquish all rights and control over those assets. This means that the grantor cannot alter, amend, or revoke the trust's terms and the assets within it. The permanence of an irrevocable trust is a double-edged sword, offering benefits and drawbacks, which we will explore in depth. Understanding the legal definition and implications of this irrevocable commitment is crucial for anyone considering it as a component of their estate plan., Understanding the Key Differences Between Irrevocable and Revocable Trusts, 2024
• The grounds for contesting a document may include claims of undue influence, lack of capacity, fraud, duress, improper execution, or other legal issues. Additionally, there are time limits for filing a contest, and these limits can vary based on the circumstances., Who Can Contest a Trust or Will in California?, 2024
• Trustees often fail to meet their obligations, engaging in a variety of breaches that undermine the integrity of trust and estate administration. These infractions include violations of trust, misappropriation of funds, inadequate management, fraudulent activities, failure to act, and conflicts of interest within business endeavors., Common Breaches of Trustee Duties During Trust and Estate Administration in California, 2024
• To comprehend the application of no contest clauses in California, attention must be directed to Probate Code Section 21310, et seq. This statute delineates the constraints imposed on the effectiveness of a no-contest clause. These clauses, despite their presence in a legal document, can only be enforced under three specific circumstances: Initiating a direct contest of a protected instrument without probable cause; Initiating legal proceedings to contest the transfer of property by asserting that the property in question did not belong to the individual making the transfer; and Filing a creditor’s claim or prosecution based on the creditor’s claim., Understanding the Scope of No Contest Clauses in California: When and How Do They Apply?, 2024
• Litigation arising between the beneficiaries and trustees appointed within a trust instrument is infrequent but common. For a comprehensive understanding, readers are encouraged to review articles on trusts, fiduciary duty, and trustee responsibilities available elsewhere on this website. When a trustee breaches a fiduciary duty, a beneficiary has the right to pursue legal action to ensure the trustee’s compliance with their obligations toward the trust. A beneficiary may petition the court for the removal of a trustee and seek remedies if the trustee is proven to have breached their fiduciary duty. It’s crucial to note that the beneficiary does not bear a fiduciary duty to the trust; rather, the trustee is obligated to act in the best interests of both beneficiaries and the trust. Personal liability may attach to a trustee who violates their fiduciary duties. Common claims often revolve around conflicts of interest, where trustees either benefit personally at the expense of the trust or neglect their duties, jeopardizing trust assets. The beneficiary typically follows a sequence of steps in such litigation, including retaining legal counsel, demanding a full accounting from the trustee, and, if necessary, seeking the trustee’s resignation and compensation to the trust or its beneficiaries. If the trustee refuses, legal action ensues, involving a petition for breach of fiduciary duties, removal as trustee, and payment for damages to the trust. During litigation, the trustee is defended by their legal counsel, which can lead to prolonged and expensive legal battles that can last for years. Interestingly, the trustee may still claim trustee fees as specified in the trust, even under accusation, creating a peculiar situation where the trust continues to pay fees to a trustee being sued by a beneficiary., Defending Litigation: Can a Trustee Utilize Trust and Estate Funds?, 2024
• Are you a trustee in California facing legal action to be removed from your role? If yes, it’s crucial to understand the different types of affirmative defenses available to you. These defenses can make a big difference in whether you succeed in a legal dispute or suffer financial consequences. This blog post explains some of the most commonly used affirmative defenses that may be relevant in California estate or trust litigation. We’ll cover a range of topics, including due diligence considerations, fiduciary exemptions, and more. By reading this post, you can better prepare to defend against an action for removal in California., California Trustee Defense Strategies in Removal Actions: Understanding Your Options, 2023
• Transferring trust property is a crucial aspect of managing a trust, ensuring that beneficiaries receive their rightful assets. Trustees play a pivotal role in this process, overseeing the smooth transition of assets out of a trust. However, the state of California has specific laws and regulations governing these transfers, making it imperative for trustees to navigate the process with caution and diligence. This article aims to shed light on the pitfalls trustees should be wary of when transferring trust property out of a trust in California, outlining various situations to provide comprehensive guidance., Pitfalls Trustees Should Watch Out For When Transferring Trust Property Out of a Trust, 2023
• A trust is a legal arrangement that allows individuals to transfer their assets and properties to designated beneficiaries upon their passing. Trusts can come with specific conditions and clauses, including a “No Contest Clause,” which serves to deter beneficiaries from challenging the terms of the trust. In California, the enforcement of No Contest Clauses is governed by specific laws. This article will explore how a beneficiary can potentially violate a No Contest Clause in California and the legal consequences associated with such actions., How Does a Beneficiary Violate a No Contest Clause Included in a Trust?, 2023
• California Trustees must comply with their legal obligations under Probate Code Section 16061.7, which, in part, requires the Trustee to provide notice to all heirs and beneficiaries of their right to receive a copy of the terms of the trust. This provision plays a crucial role in ensuring transparency and fairness to all in the trust administration. Understanding when a Trustee must provide formal notice under Section 16061.7 is essential for both trustees and beneficiaries. Let us dive deeply into the key aspects of Probate Code Section 16061 and shed light on the circumstances under which Trustees are obligated to provide formal notice to all heirs and beneficiaries., When Does a California Trustee Have to Provide Formal Notice Under Probate Code Section 16061.7?, 2023
• When you create a Living Trust, you’re the one in control as the Trustee. But, if you become unable to manage it, a Successor Trustee (often a spouse or child) steps in, often with little to no experience. Imagine it as passing the reins of a family business to someone unfamiliar with its operations, especially in critical situations. Your Trustee might end up making significant mistakes, even while you’re alive and reliant on the trust due to illness or disability. In this article, we’ll outline the 10 common errors we’ve observed California Trustees make. By being aware of these pitfalls, you can help prevent your Trustee from making these mistakes. Feel free to share this article with your Successor Trustee and others who have a Living Trust to keep them informed., Avoiding Common Pitfalls: Top 10 Mistakes Made by California Trustees During Trust Administration, 2023
• Financial elder abuse is a growing global concern, and older individuals are becoming more susceptible to exploitation. Trust cases, where seniors place their assets and financial security in the hands of others, magnify the risk of financial abuse. This article delves into the concerning problem of financial elder exploitation within the framework of trust cases, while also examining strategies to safeguard vulnerable seniors from such exploitation., Financial Elder Abuse in Trust Cases: Protecting Vulnerable Seniors from Financial Exploitation, 2023
• The role of a trustee is of utmost importance in the management of trusts, with the primary responsibilities of safeguarding assets and fulfilling the intentions of the settlor. Nevertheless, trustees may encounter legal challenges, including actions seeking removal and surcharge, which can significantly impact both the trust’s administration and the individual trustee. In the following discussion, we will delve into the strategies and considerations essential for defending a trustee against removal and surcharge actions., Defending a Trustee Against Removal and Surcharge Action: Strategies and Considerations, 2023
• When Beneficiaries Make Demands on Trust Management and Administration In California, trustees have a duty to ensure that trust beneficiaries are kept fully informed about the management and administration of the trust. This responsibility encompasses the provision of a detailed report on the trust’s assets and their use., Counseling Trustees With Accounting Duties, 2023
• Property disputes often arise during trust and probate litigation, causing delays in beneficiaries claiming their rightful inheritances. Fortunately, California’s Probate Code Section 850 provides a legal avenue for a trustee or beneficiary to seek a determination regarding the ownership of property which should be part of the decedent’s trust or estate. Among the frequently utilized mechanisms under California’s Probate Code Section 850 is the Heggstad Petition. In this article, we aim to offer you a comprehensive understanding of the purpose and utility of an 850 Petition, as well as the significance of a Heggstad Petition, and provide guidance on accessing these legal remedies., Understanding 850 Petition for Return of Trust Property, 2023
• Trusts are essential financial tools that provide individuals with the means to manage and distribute their assets efficiently and according to their wishes. In California, trusts are commonly used for estate planning, asset protection, and charitable purposes. One of the central figures in a trust arrangement is the trustee. Understanding the role of the trustee and their responsibilities and duties is crucial for both grantors (those who establish trusts) and beneficiaries (those who benefit from the trust). Let us dive in and explore the key aspects of the trustee’s role in California., The Role of the Trustee: Responsibilities and Duties in California, 2023
• Investing in real estate is a widely favored and financially rewarding path toward accumulating and protecting wealth and securing long-term financial stability. However, like any investment, real estate carries inherent risks, including legal and financial liabilities. Protecting your investments is paramount in California, where real estate values can be significant. One effective tool for safeguarding your assets is using an irrevocable trust., Protecting Your Real Estate Investments with an Irrevocable Trust in California, 2023
• Trusts are essential legal instruments used to manage and protect assets for the benefit of designated beneficiaries. Trustees, individuals, or entities appointed to manage trusts bear a significant responsibility to administer the trust in accordance with the highest ethical standards. Fiduciary duty, the legal obligation to act in the best interest of the beneficiaries, forms the cornerstone of the trustee-beneficiary relationship. However, disputes can arise when beneficiaries allege a breach of fiduciary duty. This article delves into the intricacies of a trustee’s fiduciary duty in trust litigation and explores the strategies for defending trustees against allegations of breaches of fiduciary duty in California., Trust and Estate Litigation: Defending Trustees Against Breach of Fiduciary Duty Actions in California, 2023
• Estate planning involves the meticulous arrangement of one’s assets and property to ensure the orderly transfer of wealth to chosen beneficiaries upon the individual’s passing. However, amidst the complexity of these arrangements lies the potential for fraudulent activities, including forgery, that can jeopardize the intended distribution of assets. Identifying and proving trust and estate fraud in probate and trust matters is of paramount importance to uphold the integrity of the legal process and safeguard the wishes of the deceased., Trust and Estate Fraud: Identifying and Proving Fraudulent Activities in Trust and Estate Matters, 2023
• California probate cases can be complex and sensitive, often involving disputes over the distribution of assets and the validity of a deceased individual’s trust or will. In some instances, undue influence can play a significant role, particularly when vulnerable older adults are coerced or manipulated into making decisions that are not in their best interests or in line with their prior estate plan. This article aims to provide insights from our Orange County probate litigation attorneys on the signs of undue influence in probate cases, shedding light on this important aspect of legal proceedings involving elderly individuals., Signs of Undue Influence in Elderly Probate Cases: Insights from Probate Litigation Attorneys, 2023
• In the state of California, the probate process is designed to ensure the orderly distribution of assets and the execution of a deceased person’s will, as well as address trust and will disputes. There are situations where disputes can arise regarding the validity or fairness of a trust and/or will, and when negotiation or mediation fails to resolve these issues, probate litigation becomes necessary. This article will explore the circumstances under which challenging a trust and/or a will in California may be warranted and provide insights into the probate litigation process., Challenging a Will in California: When Probate Litigation Becomes Necessary, 2023
• Estate planning is an important step in ensuring the smooth transfer of assets and minimizing conflicts among beneficiaries. However, even with a well-drafted estate plan in place, disputes can arise, leading to costly and emotionally draining estate litigation. To protect your wishes and maintain family harmony, it is essential to seek the guidance of a skilled estate planning attorney. In Newport Beach, California, OC Trial Group is a trusted legal partner focusing on estate planning, as well as, all aspects of probate and trust litigation. This article will explore how an estate planning attorney can help you avoid estate litigation and provide peace of mind for you and your loved ones., Avoiding Estate Litigation: How a Newport Beach Estate Planning Attorney Can Help You, 2023
• Trust litigation can be a complex and challenging legal process. When disputes arise concerning trusts, beneficiaries, trustees, or other fiduciaries, seeking the guidance of an experienced probate lawyer is essential. In Newport Beach, California, a skilled probate lawyer can help you navigate the intricacies of trust litigation and ensure your rights are protected. This article will explore the valuable role that a Newport Beach probate lawyer plays in preparing individuals and/or entities for trust litigation cases, offering top-rated advice, and maximizing the chances of a favorable outcome for any trust litigation case., How a Newport Beach Probate Lawyer Can Help You Prepare for a Trust Litigation Case, 2023
• Disputes surrounding trusts can be complex and emotionally charged, often involving significant assets and family dynamics. In the state of California, where trusts are commonly used for estate planning, understanding how and when to dispute a trust requires expert legal guidance. In this blog post, we will explore the role of a Newport Beach trust attorney in assisting individuals faced with trust disputes. From providing legal advice to navigating the litigation and dispute resolution process, an attorney’s expertise can be invaluable in protecting your rights and ensuring a fair resolution. Let’s delve into the world of trust disputes and the essential ways an attorney can help., Navigating Trust Disputes in California: How a Newport Beach Trust Attorney Can Guide You in Bringing or Defending a Trust Dispute, 2023
• This Article discusses the ins and outs of obtaining a Default Judgment, as well as, the two key procedural events in a default proceeding: (1) the entry of default; and (2) the default judgment. The process for obtaining the Entry of Default was discussed in the preceding article., Writer, Obtaining a Default Judgment, Avvo, 2020
• This Article discusses the ins and outs of the Entry of Default, as well as, the two key procedural events in a default proceeding: (1) the entry of default; and (2) the default judgment., Writer, Obtaining the Entry of Default, Avvo, 2020
• This article discussed numerous consideration attorneys should make in determining whether to take a new case. Often times an attorney may taken on a case without all of the facts relating to the claim. There are few things worse than learning adverse facts after making your general appearance., Writer, Consider Whether to Take a Case, Avvo, 2020
• This article discusses the circumstances in which a motion for judgment on the pleadings should be filed., Writer, Motion for Judgment on the Pleadings, Avvo/LinkedIn, 2019
• This article discussed circumstances in which the proper responsive pleading to a pleading is a demurrer., Writer, Should a Demurrer be filed as a Responsive Pleading?, Avvo/LinkedIn, 2019
• This guide discusses several considerations which should be taken once an attorney’s client is served with a summons and complaint., Writer, Tips for Drafting an Answer in California, Avvo/LinkedIn, 2019
• This guide discusses several considerations which should be taken once an attorney decides to take on a new case and file a Complaint., Writer, Tips for Filing a Complaint in California, Avvo/LinkedIn, 2019
• This article discussed consideration to be taken into account when a business owner is deciding whether or not to conduct their business as a corporation., Writer, Should You Use A Corporation To Conduct Business?, LinkedIn, 2019
• This article discussed the considerations to be taken when determining whether to conduct your business as an LLC., Writer, Should You Use An LLC To Conduct Business?, LinkedIn, 2019

Other Outstanding Achievements

• Client Review 53: If anyone is looking for experienced probate, trust, and business litigation attorneys in California, OC Trial Group is your go to law firm. I would highly recommend OC Trial Group to anyone for all of their California legal needs, whether transactional or litigation. My go to for all of my legal needs., 2024
• Client Review 52: Blaine is a standout trust and estate litigation attorney who consistently demonstrates preparedness and attention to detail. He leaves no stone unturned in ensuring his clients receive comprehensive and effective representation. Blaine is my go-to litigation attorney., 2024
• Client Review 51: Blaine Brown and the entire team at OC Trial Group, APC are exceptional in the field of trust and estate litigation throughout the State of California. Blaine’s understanding of the legal intricacies, meticulous attention to detail, and strategic approach ensure favorable outcomes for his clients. I highly recommend Blaine for anyone seeking top-tier representation in trust and estate litigation matters., 2024
• Client Review 50: Blaine Brown is very knowledgeable in his field. He spent a lot of time with me, answering my questions in our consultation and even sent a follow up email afterwards, which I appreciated very much. The fact that another law firm highly recommended him made me confident in my choice. I very much recommend Blaine Brown for any probate and trust litigation you may have., 2024
• Client Review 49: I had the pleasure of working with Blaine Brown from OC Trial Group, and I am extremely satisfied with the level of service I received. Blaine was highly responsive and was always willing to discuss my legal needs. His expertise and efficiency in trust and estate litigation left me impressed, and I wholeheartedly highly recommend Blaine Brown and the OC Trial Group for their professional and reliable legal services., 2024
• Client Review 48: I contacted Blaine Brown, esq. to help with setting up a new family trust. He was very responsive and reached out to me quickly to set up a meeting. After meeting with Mr. Brown, he set up my Trust with no problems. I was very pleased with the service and legal advice provided to me and would recommend the OC Trial Group to anyone. Thanks Blaine!, 2024
• Client Review 47: I recently had the pleasure of working with Blaine and was thoroughly impressed with his exceptional service. From the moment I reached out, he was readily available and demonstrated a genuine friendliness that immediately put me at ease. Throughout the process, he made me feel important by attentively listening to my concerns and providing guidance every step of the way. His expertise and helpfulness truly made a difference in resolving my legal matter efficiently. I highly recommend Blaine’s services for anyone seeking top-notch legal representation. :), 2024
• Client Review 46: From the start, OC Trial Group, APC demonstrated to be a powerhouse in the legal field. Their litigation prowess, meticulous attention to detail, and commitment to achieving the best possible outcome for their clients was evident. Every member of the firm I interacted with was helpful, communicative, and each demonstrated a genuine interest providing me with outstanding customer service. I worked with an exceptional attorney, Blaine Brown, and to see the entire OC Trial Group team carry on with the same integrity, as well as my best interest in mind, gave me a tremendous sense of relief and security I wasn’t expecting. I’m very grateful to have selected this firm and have total confidence in recommending them to anyone, including family and friends., 2024
• Client Review 45: I worked closely with Blaine Brown of OC Trial Group, APC and highly recommend him, without any reservation, as the go to Trust and Estate Litigation attorney in California. Blaine's legal expertise and analytical skills make him adept at navigating the complexities of trust and estate law. His client-focused approach, clear communication, and unwavering professionalism set him apart as a reliable and trustworthy advocate in this field. In addition, he's personable, friendly, and will always answer your calls/texts!, 2024
• Client Review 44: Due to some important concerns, we have had with my mother’s trust, my sister and I began searching for attorneys. After speaking to different attorneys, we made decision to meet with Mr. Blaine Brown. We have been delighted to be working with him. He is a dedicated and sensible person whose time is important but, if necessary, he will go beyond to procure a solution. Mr. Brown listened attentively to our challenges and after analyzing our case, he judiciously responded with recommendations to our questions. We appreciate Mr. Brown’s commitment and support to resolve our elderly mother’s safety and care as inscribed by her Trust. We highly recommend Mr. Brown. I would certainly return for his services in the future., 2024
• Client Review 43: I am my elderly mother’s full time primary caregiver; she is sadly deteriorating from age and Alzheimer’s disease. I also manage every interior and exterior detail of her estate, the last thing I needed was a co-trustee adding to my stress!! I decided to start legal action against a family member who has stubbornly refused to communicate for months and is not acting in the best interest of my elderly mother’s trust. After speaking with several attorneys Blaine Brown stood out from the rest, he helped me remain hopeful!!! Having Blaine Brown on our side has been a sigh of relief. Blaine impressed me from my first conversation I had with him, after explaining to him our difficult situation with a unresponsive trustee and other issues hindering our elderly mom’s trust administration, he quickly comprehended and absorbed our complex case, he is intelligent, determined, and honest about what steps we should take, he acts in his clients best interests. I am confident that Blaine will continue to remain dedicated to our case and will guide us to a successful resolution. Thank you, Blaine Brown, we appreciate your guidance, experience, and knowledge during this difficult time., 2024
• Client Review 42: Blaine was very understanding of our situation and was able to get caught up with the case quickly. His knowledge of estate proceedings is very impressive and was evident after our initial talk with him. Couldn't have asked for a better experience. Thanks., 2024
• Client Review 41: Even as an attorney we don't always have all the answers ourselves and have to seek counsel from our colleagues when we have legal needs. Blaine and his team were responsive, efficient, patient, and excellent in assisting me to navigate the difficulties of being the Trustee of my father's estate after he passed away. There are fewer things more difficult in life than losing a loved one, and I appreciate the firm's assistance in my biggest hour of need., 2024
• Client Review 40: Blaine Brown with OC Trial Group has been a knowledgeable and skilled attorney that anyone would be lucky to employ. He has guided me through two, of the most difficult months with a win., 2023
• Client Review 39: Highly recommend OC Trial Group and Blaine Brown. Blaine is representing my wife who is a beneficiary of a family Trust with a difficult Trustee. Blaine's legal skills have proven extremely valuable for my wife's case. I have never posted a review before let alone a 5 star review however OC Trial Group and Blaine Brown earned all 5 stars., 2023
• Client Review 38: I contacted OC Trial Group to help me file my company's Articles of Incorporation as well as filing for an S Corp Status. They were fantastic and easy to work with. Communication was great, and they helped me get setup and started in the time frame that my company needed!, 2023
• Client Review 37: Blaine Brown handled our case fast and with ease. We received the settlement we expected in 2 weeks., 2023
• Client/Peer Review 36: OC Trial Group is great! As a fellow attorney (and former opposing counsel) I can attest to Blaine Brown's ethics, honesty, and outstanding legal services., 2023
• Client Review 35: Highly Recommend! I could not recommend Blaine highly enough. He is extremely knowledgeable, professional, and personable. Additionally, he always responds to me very promptly. I have had nothing but great interactions with Blaine and his firm, and am very quick to recommend him to anyone in my network in need of his services., 2023
• Client Review 34: Amazing Firm with Responsive and Caring Attorneys. OC Trial Group is an exceptional law firm that boasts an impressive track record in all aspects of litigation, including financial elder abuse. Blaine Brown's extensive knowledge and expertise in the field shine through in every case, making him a standout attorney in the industry. With OC Trial Group, clients can expect top-notch legal representation and a commitment to achieving favorable outcomes in their legal matters., 2023
• Client Review 33: 5 stars. I couldn't be happier with the stock buyout contract that Blaine and his team drafted for me. They really took the time to make sure everything was clear and fair. Now I feel much more at ease knowing I have a solid agreement that protects my interests. Blaine's attention to detail and friendly approach made the whole process easy and stress-free. Definitely a five-star job! We are now considering having his team as our retained corporate attorney., 2023
• Client Review 32: Blaine Brown. Blaine’s ability to negotiate on my behalf was impressive, and I am grateful for the favorable terms that he was able to secure. I credit Blaine’s experience, attention to detail, and exceptional advocacy skills for the positive outcome of my case., 2023
• Client Review 31: The Only Attorney I Trust. Over the last few months, I’ve had the pleasure of working with Blaine and Ryan of OC Trial Group for a probate and trust litigation matter, and they exceeded my expectations. From the very first consultation, it was clear that they were very knowledgeable, experienced, and dedicated to achieving the best possible outcome for me. Throughout the entire process, they kept me informed and involved in every step (during and after hours), answering any questions I had and providing guidance and support when needed. They were able to navigate some complex legal issues and ensured that all deadlines were met. Their professionalism and attention to detail was impressive, and I could not be happier with their representation. Overall, I would highly recommend Blaine and Ryan of OC Trial Group to anyone in need of legal representation for probate and trust litigation matters. Their legal knowledge, compassion, and dedication to their clients are truly unmatched, and I am grateful for the outstanding service they continue to provide., 2023
• Client Review 30: OC Trial Group is the Best! Blaine Brown at OC Trial Group is one of the best attorneys I have ever worked with. From our first meeting, he explained everything to me in terms I could easily understand and was always very responsive when I had questions outside our meeting. Perhaps the thing that impressed me the most about Mr. Brown was nothing was "sugar-coated'. He was very knowledgeable and straight forward and told me what to expect every step of the way. Mr. Brown has handled many legal matters for me over the years and has always achieved the outcome I was looking for., 2023
• Client Review 29: Legal Representation. Blaine Brown is excellent in both professionalism and experience. My experience working with him has always been exceptionally great. He is extremely organized and has a keen attention to detail. He has always been very thorough and demonstrated great experience in Probate Litigation (Trust and Estates). All in all, I highly recommend Blaine Brown of OC Trial Group., 2023
• Client Review 28: Great lawyer who exceeded all expectations. I have used Blaine Brown, Esq. of OC Trial Group, APC for the past 3 years on all of my transactional and litigation legal issues relating to real estate and trusts and estates. I have no reservations in recommending Blaine Brown, Esq. for all your California legal needs., 2023
• Client Review 27: Estate Plan. Working with OC Trial Group was an absolute pleasure. Not only were they incredibly easy to communicate with, but their level of attention to detail was truly outstanding. From start to finish, I always felt like I was in the best possible hands. What really made my experience so exceptional, however, was the expertise and guidance of Blaine Brown. He is a true legal professional and an absolute pleasure to work with. Blaine took the time to understand my unique situation and provided invaluable advice and support throughout the entire process. Despite the complexity of my case, Blaine and the team at OC Trial Group handled it with ease. Their experience and expertise shone through in every aspect of their work, and they were able to navigate every twist and turn with confidence and professionalism. Overall, I cannot recommend Blaine and the team at OC Trial Group highly enough. Their dedication to achieving the best possible outcome for their clients is second to none, and their exceptional level of service is truly unparalleled. If you are looking for legal assistance from a team that truly cares about your needs and will work tirelessly on your behalf, look no further than OC Trial Group and Blaine Brown., 2023
• Client Review 26: If you need a trust or estate litigation attorney, look no further. OC Trial Group will fight for you. You are not just another case to them, instead, you are family. Both, Blaine M. Brown and Ryan W. Young make your case feel personal to them and they will fight for everything YOU deserve. OC Trial Group is in a class of their own., 2023
• Client Review 25: Blaine Brown has advised me with a variety of legal issues, including but not limited to providing advice regarding my business issues and estate planning issues. Mr. Brown’s work ethic, reliability, and humble attitude is unparalleled, and his ability to connect with his clients on a personal level ensures that their individual needs are met. I have no reservations in stating that Mr. Brown and the OC Trial Group team are your go to trust and business litigation attorneys., 2023
• Client Review 24: Passionate Attention to Detail + Formula for Success. A few minutes into our first meeting, I felt and experienced Blaine's passionate attention to detail which remained consistent throughout the case. Without exception, Blaine could recall any aspect or detail of the case at any moment and provide a sound strategy for next steps along with realistic timelines. I found Blaine to be compassionate while taking personal ownership in the case. This combined with his aggressive drive was in my mind, the formula for success in defending our case. So allow me to state the obvious: I would recommend Blaine to anyone!, 2022
• Client Review 23: Practical Advice in Highly Emotional Situation. Blaine Brown of Hess-Verdon was hired to provide legal assistance to help ensure that a relative's wishes were adhered to by family members. Certain family members had taken actions to move money into bank accounts which benefited them. Mr. Brown was able to obtain information as to the bases for these transactions. He diligently proved the power of attorney that was the basis for the significant amount of money transferred was due to Elder Abuse. Threatening to file legal actions, Mr. Brown convinced the relatives to unwind the improper transfers of money and return the money to their proper accounts. Subsequently, I indicated to Mr. Brown my intentions to tell the relatives that I was prepared to give to them a portion of these money. Mr. Brown wisely said to hold off on informing the relatives of my intentions. He stated it would be best to wait until a later time to inform them of my generosity. He was so very wise and practical. Subsequent very cruel and untruthful accusations by family members caused me to realize that my generosity was folly. Such practical advice of Mr. Brown led me to not make a big mistake., 2022
• Client Review 22: Highly Recommend. What a pleasure it was to work with Blaine Brown. Not only is his office high class, but the professionalism exemplified by Blaine when assisting with my living trust, estate planning, and other legal issues was unmatched to any other experience I’ve had. Having multiple properties out of state and various other assets, their team created a clear and concise plan to help map out my estate and ensure I’m protected transactionally and also in litigation. His knowledge base and willingness to assist far exceeded my expectations. I wholeheartedly trust and support this firm and would highly recommend it., 2022
• Client Review 21: Trust Related Services. Mr. Brown was able to bring my very difficult trust situation to a resolution. He was very skilled and attentive. I have give him a lot of credit for guiding this situation to a very positive outcome., 2022
• Client Review 20: Awesome. Blaine kept me well informed with everything we discussed on the phone and in person. He answered every question I had and was very honest with what path I should take regarding my case. I really appreciated everything he did for me. Sincerely, Mark Schlesinger., 2022
• Client Review 19: Excellent Attorney. Blaine is an excellent attorney that is professional, responsive, and willing to fight for his clients. We tried other attorneys, but we felt they did not stand up for our needs. We hired Blaine and have been extremely happy with how he is handling our case. He's a bit pricey but worth every penny! We feel he is fighting to help us do what is right and just through the justice system. I highly recommend him., 2021
• Client Review 18: Lawyer. I stumbled upon Att. Brown's article on, "Should a Demurrer be filed as a Responsive Pleading?" After reading about trillion online articles, desperately hoping to find tips for my case, I found this article intriguing. Not only Att. Brown laid out the rules of the law, but he also presented the insightful and practical tips. Att. Brown was very kind to return my call. I found him not only very patient but extremely insightful. I got the impression that he is the kind of attorney who will provide a thorough and satisfying service for his clients. As an attorney myself, I plan to seek Att. Brown's service in the areas of his specialty., 2021
• Peer Endorsement 10: Blaine was one of my law students. He demonstrated exceptional intelligence and integrity. I was so impressed with Blaine that I hired him as a research assistant. I proudly endorse Blaine., 2021
• Client Review 17: Professionalism, Quality, Responsiveness, Value. I contacted Hess-Verdon for a consultation regarding a Trust that I am a Beneficiary. I had several questions. Hess-Verdon's attorney, Blaine Brown, was incredible. Mr. Brown spent time to understand my problem and give me legal advice. This is a major factor when I choose an attorney. Although, I did not hire an attorney for my issues at this time. This law firm is definitely one I feel comfortable with in representing me with sound legal advice and entrusting that all documents would be done correctly., 2021
• Client Review 16: High Quality Services! My experience with Hess-Vernon has been nothing short of remarkable. A few months ago it became necessary for me to obtain legal representation in handling issues as trustee for the family trust. I was assigned to Attorney Blaine Brown. Blaine has been remarkable in handling my case. He is a profound listener and extremely detailed in all aspects trust litigation. He is personable and very compassionate, as evidenced when dealing with my elderly mother. His level of legal acumen and attention to details has propelled my case to reach resolution much sooner than anticipated, as my experience has been when dealing with law firms in the past. It is my opinion that Blaine’s background in finance gives his clients an added advantage, and he is cognizant and sensitive to time and fees. I highly recommend Hess-Verdon Law Firm. I intend to retain Blaine as my attorney to handle all future transactions involved with the family trust., 2021
• Client Review 15: Great Litigator! Blaine Brown went above and beyond when litigating on our behalf. Very pleased with his work ethic and results., 2021
• Peer Endorsement 9: I endorse this lawyer for trust litigation and business litigation., 2021
• Client Review 14: My Phenomenal Attorney Blaine M. Brown. Attorney Blaine M. Brown I am grateful for the exceptional help that I received from Attorney Blaine M. Brown. I didn’t know the first thing about the inner workings of a Trust and Estate Litigation Law, but I desperately needed help with my sensitive and arduous case. Yet, I never wavered about my faith in this phenomenal attorney! The level of care that I received from Attorney Brown was invaluable. Furthermore, he worked incessantly and vigorously on my behalf to provide quality representation. During the litigation process, Attorney Brown provided the highest possible legal representation for me. He kept my needs in mind and made sure that my legal rights and goals came first. Also, Attorney Brown carefully considered all angles of the legal situation I was facing; then outlined and thoroughly explained the pros and cons of my case. I appreciated his direct, strategic, compassionate and effective communication. Furthermore, Attorney Blaine Brown helped my case move forward and kept me informed about my case; every step of the way. His legal analysis and tough negotiations contributed to a positive outcome. The fact that Attorney Brown has a variety of experience and skills in Trust and Estate litigation law, just to name a few, made a huge difference in my case. Finally, Attorney Brown never wavered with the manner in which he remained extremely passionate about obtaining justice in my case. His potent leadership ability to fight with firmness, compassion and fairness; while simultaneously understanding the complexity, sensitivity and emotional dynamics of my case. Although this arduous experience has been a bit tedious and sometimes overwhelming, Attorney Brown's wise and masterful approach to my case, made all the difference in the world to its success. I highly recommend Attorney Blaine M. Brown to anyone seeking quality, fair and phenomenal representation for your Trust, Estate and Professional Business needs. Humbly, I thank you Attorney Brown for everything that you did to help me have a successful outcome in my case. Respectfully, Queen, 2021
• Client Review 13: Trustee case. Blaine was very helpful in guiding us through the litigation process. With his help we won the case. We are grateful for his help through this difficult time., 2021
• Client Review 12: Very pleased! After hiring two separate attorney's who I thought were preparing my case for trial / Trustee removal, I realized they weren't. Just in the nick of time, Blaine picked up the pieces, prepared excellent documents and met quickly approaching deadlines and court procedure necessary to move the case forward., 2021
• Client Review 11: Goes Above and Beyond. Blaine is an invaluable asset to have if you are involved in business issues, such as, the formation of a business entity, strategizing business decisions, and litigating business issues. During my conversations with Blaine, he was prepared for our meeting and walked me through the process of correctly making business decisions and entity formation for a recent venture. Blaine takes the extra step to make his client’s feel comfortable and understand the issues before them., 2021
• Client Review 10: Loan Agreement Review. So grateful for Blaine and his time. He is very talented and efficient and really cares about his clients and has them in their best interest. He was able to write up a quick contract for a personal loan agreement for me., 2021
• Peer Endorsement 8: I don't know Blaine but find his responses to questions to be well thought out. You should not hesitate to contact Mr. Brown if you have any legal questions., 2020
• Peer Endorsement 7: Although he is relatively new to Avvo, it is immediately obvious that the answers of Mr. Brown are accurate, analytic, and customized to the needs of the Avvo askers. These are exactly the qualities that every client would look for when hiring an attorney., 2020
• Peer Endorsement 6: Blaine is a consummate professional. He is very knowledgeable in all aspects of civil litigation and is very responsive to the needs and concerns of his clients. I wholeheartedly endorse Blaine Brown for any and all civil litigation matters., 2020
• Peer Endorsement 5: Blaine is an excellent attorney who tirelessly prepares to perfectly execute each critical stage of the case, giving his clients the comfort that he has done everything possible to make the case succeed. I endorse this lawyer., 2020
• Peer Endorsement 4: Blaine is a very competent and bright young attorney. My office has collaborated with him on several occasions and he is a pleasure to work with., 2020
• FIRST YEAR AS ATTORNEY: In my first year as an attorney, i appeared on behalf of clients in twenty six (37) hearings, including but not limited, motions to compel, motions to continue, motions to strike, demurrers, etc. Additionally, i: (1) deposed and defended in excess of forty (65) depositions; (2) deposed and defended approx. ten (15) experts (biomechanical, vocational, medical); (3) defended approximately twenty (25) Defendant depositions; and (4) deposed approximately fifteen (25) Plaintiffs. In addition to an extensive amount of depositions, i mediated one (1) employment/business lawsuit (demand 7 figures – settled $10K) and appeared on behalf of clients in two (2) mandatory settlement conferences prior to trial., 2020
• Client Review 9: Great lawyer. The guy I got into a car crash with sued me and I was worried because I've never been in a situation like that. Blaine did an excellent job of explaining the legal protocol in an easy to understand way, which put my mind at ease. I highly recommend him., 2020
• Client Review 8: Attention to detail. Blaine Brown represented me when a neighbor sued for a hill slide that occurred on their property. Blaine's dedication, voluminous research and knowledge of my case all combined to provide a successful outcome for me. Thank you Blaine., 2020
• Client Review 7: Small business - partnership agreement. When it comes to the correct type of organization for a new small business, the amount of information can be overwhelming. Blaine made the process easy to understand and painless. He laid out the options for us, explained the differences and costs of what we were considering (LLC or General Partnership), and helped us come to a logical conclusion. Blaine was easy to work with and we now feel assured we made the correct decision for our organization going forward., 2020
• Client Review 6: Very Professional I highly recommend Blaine! He was knowledgeable, responsive, and referenced several examples of past legal cases to make sure we got the win. He's a great guy, a wonderful lawyer, and a true professional - I was glad to have Blaine as my lawyer and I look forward to working with him again in the future. Thanks, Blaine, 2020
• Client Review 5: Letter to Client Attorney Re Frivolous Lawsuit Blaine Brown was very professional and reviewed my unique situation as I was dealing with and ex-girlfriend that created a plan to entrap, defamation of character and even extort an exorbitant amount of money. she claimed special circumstance damages which she could not prove! Blaine stated many past cases, and put a stop to this frivolous Lawsuit! The letter threatening me from a family friend or her estate trust attorney! Blaine suggested many examples of past cases why this would not even be tried in a court of Law! he resolved this special circumstance and basically hit it out of the ball park! great work from a young fresh mind in the industry!, 2020
• Client Review 4: Professional and Timely, Highly Recommended. Mr. Brown was very professional and knowledgeable. My needs were put first and I was always treated with respect. He presented a professional work ethic and explained the steps pertaining to my issue. He provided strategic guidance throughout my entire case. I found Mr. Brown to be thorough and time sensitive with his approach. He was always reachable. I highly recommend Mr. Brown to anyone needing his services., 2020
• Peer Endorsement 3: Blaine is a phenomenal young attorney in the Orange County area. Highly recommend., 2019
• Peer Endorsement 2: I’ve known Blaine for years both as a classmate and a fellow attorney. During that time he has always shown himself to be of high character. He is a hard worker and a great advocate. I endorse him as a lawyer and recommend his services whenever the opportunity presents itself., 2019
• Peer Endorsement 1: Blaine is a very hard working, diligent and committed attorney. I endorse Blaine without any reservation., 2019
• Client Review 3: Blaine was awesome. Blaine was simply on top of it! No case is fun to deal with but Blaine made it as easy as it could have been. He did a great job at really listening to my needs while also communicating best possible outcomes. His follow up was great and he worked diligently to make sure we were prepared. Great overall experience working with Blaine., 2019
• Client Review 2: Goes the extra mile. Blaine was extremely helpful and very fast with his communication and turn around time with documents. His knowledge and background was very comforting and help me achieve peace of mind throughout this process., 2019
• Client Review 1: Very Helpful! Blaine was very responsive and knowledgeable. He was also good about explaining the actions taken and allaying my concerns., 2019

Honors

• Western State University College of Law - Summa Cum Laude, Salutatorian, Class Rank: 2; Moot Court: Student Competitor; Business Law Association: President and Witkin Excellence Award/Highest Grade: 14 courses
• List of top Trust, Estate and Probate attorneys in California, 2025 and 2026
• OC Trial Group, APC was profiled by the Daily Journal in its Small Firms series, a recurring feature spotlighting California boutiques and the practices they have built. The August 2026 profile covered the firm's trust and estate litigation practice and its work representing beneficiaries, trustees, and families in contested probate and financial elder abuse matters throughout Orange County., Featured Firm, Daily Journal "Small Firms" profile series — 2026, Daily Journal, 2026
• Ones to Watch list from 2025 – Present
• A Justia 10.0 rating likely refers to a high rating on Justia, a legal website that provides resources for individuals seeking legal information and representation. Justia allows users to rate lawyers based on their experience with them, similar to other review platforms like Yelp or Google Reviews. A Justia 10.0 rating suggests that a lawyer has received exceptionally positive reviews and feedback from clients, which indicates a high level of satisfaction with their legal services. This rating is a strong indicator of the lawyer's competence, professionalism, and effectiveness in handling legal matters., Justia 10.0 Lawyer Rating, Justia, 2026
• Avvo is a website that offers legal services, including a directory of lawyers and legal advice. The Avvo rating system is a numerical score from 1 to 10 that represents a lawyer's background, experience, and professional conduct. A 10 rating signifies superb performance based on Avvo's criteria, which can include factors like years of experience, industry recognition, disciplinary history, and client reviews., Avvo 10.0 Superb Rating, Avvo, 2026
• There are three award levels, based on a combination of the number of reviews and the average score. Silver – At least three reviews and a score of 4.0 or higher. Gold – At least six reviews and a score of 4.2 or higher. Platinum – At least 10 reviews and a score of 4.5 or higher. At the launch of the award, all reviews currently posted on Lawyers.com/Martindale.com will be counted to determine award eligibility. Going forward, Martindale-Hubbell will begin to look only at reviews from the most recent 24 months., Platinum Client Champion Award, Martindale, 2026
• Selection to the 2026 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of attorneys in the state. To be eligible for the Rising Stars list, a candidate must be either 40 years old or younger, or in practice 10 years or less. On to the next goal., Rising Star, Super Lawyers, 2026
• Selection to the 2025 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of attorneys in the state. To be eligible for the Rising Stars list, a candidate must be either 40 years old or younger, or in practice 10 years or less. On to the next goal., Rising Star, Super Lawyers, 2025
• There are three award levels, based on a combination of the number of reviews and the average score. Silver – At least three reviews and a score of 4.0 or higher. Gold – At least six reviews and a score of 4.2 or higher. Platinum – At least 10 reviews and a score of 4.5 or higher. At the launch of the award, all reviews currently posted on Lawyers.com/Martindale.com will be counted to determine award eligibility. Going forward, Martindale-Hubbell will begin to look only at reviews from the most recent 24 months., Platinum Client Champion Award, Martindale, 2025
• Avvo is a website that offers legal services, including a directory of lawyers and legal advice. The Avvo rating system is a numerical score from 1 to 10 that represents a lawyer's background, experience, and professional conduct. A 10 rating signifies superb performance based on Avvo's criteria, which can include factors like years of experience, industry recognition, disciplinary history, and client reviews., Avvo 10.0 Superb Rating, Avvo, 2025
• A Justia 10.0 rating likely refers to a high rating on Justia, a legal website that provides resources for individuals seeking legal information and representation. Justia allows users to rate lawyers based on their experience with them, similar to other review platforms like Yelp or Google Reviews. A Justia 10.0 rating suggests that a lawyer has received exceptionally positive reviews and feedback from clients, which indicates a high level of satisfaction with their legal services. This rating is a strong indicator of the lawyer's competence, professionalism, and effectiveness in handling legal matters., Justia 10.0 Lawyer Rating, Justia, 2025
• The Clients' Choice Award is reserved for legal professionals who receive five or more 4 or 5 star reviews on Avvo within a period of one year (Rep has 20 five star reviews to date!). Selections for the clients' choice award are made based on the number and quality of ratings and reviews an attorney receives by clients they have personally represented in a given year. As an attorney can only influence their Avvo client rating through the caliber of client service they provide, this award acts as a reflection of the levels of dedication and professionalism clients can expect., Avvo Clients' Choice Award, Avvo, 2025
• Recognized by TopVerdict.com as the Number 1 Settlement in Orange County in the following categories: Breach of Fiduciary Duty, Property Rights, Wills, Trusts & Estates, and Elder Law., Top Verdict, www.topverdict.com, 2024
• Blaine M. Brown, a distinguished litigation attorney and proud alumnus of Western State College of Law, has carved a remarkable path from his days as a student to starting his own successful firm, OC Trial Group, APC. Within the first full year of operating, the firm collected over $5 million in settlements for their clients, including an award from Top Verdict for the #1 settlement in 2022 for Financial Elder Abuse, Constructive Fraud, and Embezzlement. As an undergraduate student, Blaine studied business administration with a focus on finance and accounting. This decision helped grow his business acumen, which was helpful when co-founding OC Trial Group, APC. He and his business partner, Ryan W. Young, started the firm about a year and a half ago. Growing up, Blaine was introduced to law at an early age by his father who is also a litigation attorney. “I’ve always wanted to be an attorney since I was five years old,” he said, adding that he was five when he attended his first jury trial. The early exposure to trials and legal proceedings, combined with a love of competition, laid the foundation for his future career. “I never wanted to sit behind a desk,” Blaine said. “I want competition and the win or lose aspect of law.” Blaine soon enrolled at Western State, drawn by its affordable tuition, practical approach to a legal education, and the opportunity to immerse himself in a vibrant, well-known legal community. As a student, he appreciated the accessibility of the faculty. “I was close with all my professors,” Blaine said. “Western State didn’t have professors who just knew the theory of law. Most had a practical background.” Blaine remains in contact with several of his professors from Western State. Blaine’s legal education was marked by hands-on experiences and dedicated study so that he felt prepared upon graduating. “The realistic application of law was one thing I enjoyed about the program,” he said. In addition to relationships with his professors, Blaine enjoyed connecting with his peers. “I talk to the people I went to law school with weekly,” he said. “You make a lot of friends who go on to practice different areas of law than you.” After graduating, Blaine quickly put his Western State education into practice. His firm, OC Trial Group, has since experienced a successful first year. Last December, an elderly lady, the beneficiary of a large trust consisting of an orchard, sought legal aid from Blaine. “The trustee had misappropriated a lot of money, exceeding 7 figures, and had hired a large firm with over 100 attorneys to defend her,” Blaine said. “Five days into trial, I ended up putting one of their partners on the stand and impeached her. We settled the next morning before trial for above what we asked for initially.” This high-profile case turned out to be the #1 settlement in 2022 for Financial Elder Abuse, Constructive Fraud, and Embezzlement in California according to Top Verdict. Blaine said the experience felt good and the success came from tireless preparation in investigating every aspect of the case, and developing a specific game plan to succeed. “We had just started the firm and went to trial six weeks later,” he said. “I’m still friends with the client. She was really grateful.” Blaine’s dedication to his profession extends beyond building his firm, from volunteering as a Moot Court judge at Western State and joining organizations like the Orange County Trial Lawyers Association. Last November, Blaine also assumed a position on the board of directors for the Veterans Legal Institute, which helps veterans battling all types of legal issues. “It’s an all-encompassing non-profit solely focused on assisting veterans,” Blaine said. “Although I’m not a veteran, my brothers are, and I thought it was a good cause.” In recognition of his contributions to the legal field, Blaine has been named to Best Lawyers’ annual list of “Ones to Watch”, and has also received an Avvo rating of “Superb 10/10” and a rating by Super Lawyers as a “Rising Star”. Looking ahead, he aspires to grow his firm, while maintaining a client-centric approach. His journey from a determined law student to a successful attorney exemplifies the transformative power of passion, perseverance, and a solid legal education, epitomizing the values espoused by Western State College of Law. He encourages students to persevere through law school. “If your end goal is to be an attorney, all your work is going to come to fruition if you continue working hard.”, Alumni Spotlight, Western State College of Law, 2024
• There are three award levels, based on a combination of the number of reviews and the average score. Silver – At least three reviews and a score of 4.0 or higher. Gold – At least six reviews and a score of 4.2 or higher. Platinum – At least 10 reviews and a score of 4.5 or higher. At the launch of the award, all reviews currently posted on Lawyers.com/Martindale.com will be counted to determine award eligibility. Going forward, Martindale-Hubbell will begin to look only at reviews from the most recent 24 months., Platinum Client Champion Award, Martindale, 2024
• A Justia 10.0 rating likely refers to a high rating on Justia, a legal website that provides resources for individuals seeking legal information and representation. Justia allows users to rate lawyers based on their experience with them, similar to other review platforms like Yelp or Google Reviews. A Justia 10.0 rating suggests that a lawyer has received exceptionally positive reviews and feedback from clients, which indicates a high level of satisfaction with their legal services. This rating is a strong indicator of the lawyer's competence, professionalism, and effectiveness in handling legal matters., Justia 10.0 Lawyer Rating, Justia, 2024
• Avvo is a website that offers legal services, including a directory of lawyers and legal advice. The Avvo rating system is a numerical score from 1 to 10 that represents a lawyer's background, experience, and professional conduct. A 10 rating signifies superb performance based on Avvo's criteria, which can include factors like years of experience, industry recognition, disciplinary history, and client reviews., Avvo 10.0 Superb Rating, Avvo, 2024
• The Clients' Choice Award is reserved for legal professionals who receive five or more 4 or 5 star reviews on Avvo within a period of one year (Rep has 20 five star reviews to date!). Selections for the clients' choice award are made based on the number and quality of ratings and reviews an attorney receives by clients they have personally represented in a given year. As an attorney can only influence their Avvo client rating through the caliber of client service they provide, this award acts as a reflection of the levels of dedication and professionalism clients can expect., Avvo Clients' Choice Award, Avvo, 2024
• Selection to the 2024 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of attorneys in the state. To be eligible for the Rising Stars list, a candidate must be either 40 years old or younger, or in practice 10 years or less. On to the next goal., Rising Star, Super Lawyer, 2024
• The "Best Lawyers: Ones to Watch" award is an extension of the well-established "Best Lawyers in America" award. Both awards are based on peer-review evaluations in which lawyers within the same geographic and legal practice areas vote on the professional abilities of their colleagues. "Best Lawyers: Ones to Watch" recognizes attorneys who have been in practice for less than ten years for their outstanding professional excellence in private practice in the United States. This award is intended to highlight promising younger lawyers who have already demonstrated impressive legal skills and a commitment to their clients and the legal profession. The selection process for "Best Lawyers: Ones to Watch" involves nominations and peer evaluations. Lawyers are nominated for the award by their peers, and then they are reviewed and rated by lawyers in the same geographic and practice area. The award is designed to help clients and legal professionals identify and choose talented and respected attorneys who are at the early stages of their careers. Receiving the "Best Lawyers: Ones to Watch" award is seen as a significant professional achievement, as it reflects recognition from one's peers and a strong reputation for legal excellence within a particular practice area or region., Ones to Watch, Best Lawyers, 2024
• The Clients' Choice Award is reserved for legal professionals who receive five or more 4 or 5 star reviews on Avvo within a period of one year (Rep has 20 five star reviews to date!). Selections for the clients' choice award are made based on the number and quality of ratings and reviews an attorney receives by clients they have personally represented in a given year. As an attorney can only influence their Avvo client rating through the caliber of client service they provide, this award acts as a reflection of the levels of dedication and professionalism clients can expect., Avvo Clients' Choice Award, Avvo, 2023
• The Lead Counsel Verification offers consumers and businesses an objective and comprehensive evaluation tool to use when selecting legal representation. This verification is provided to attorneys who have a "spotless record" and "the right professional experience.", Lead Counsel Verified, Law Info, 2023
• Selection to the 2023 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of attorneys in the state. To be eligible for the Rising Stars list, a candidate must be either 40 years old or younger, or in practice 10 years or less. On to the next goal., Rising Star, Super Lawyers, 2023
• Top Verdict awarded our firm the #1 Settlement in California for Financial Elder Abuse, Constructive Fraud, and Embezzlement for 2022., #1 Settlement in California for Financial Elder Abuse, Constructive Fraud, and Embezzlement, Top Verdict, 2022
• The Clients' Choice Award is reserved for legal professionals who receive five or more 4 or 5 star reviews on Avvo within a period of one year (Rep has 20 five star reviews to date!). Selections for the clients' choice award are made based on the number and quality of ratings and reviews an attorney receives by clients they have personally represented in a given year. As an attorney can only influence their Avvo client rating through the caliber of client service they provide, this award acts as a reflection of the levels of dedication and professionalism clients can expect., Avvo Clients' Choice Awards, Avvo, 2022
• Selection to the 2022 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of attorneys in the state. To be eligible for the Rising Stars list, a candidate must be either 40 years old or younger, or in practice 10 years or less. On to the next goal., Rising Star, Super Lawyers, 2022
• The Clients' Choice Award is reserved for legal professionals who receive five or more 4 or 5 star reviews on Avvo within a period of one year (Rep has 20 five star reviews to date!). Selections for the clients' choice award are made based on the number and quality of ratings and reviews an attorney receives by clients they have personally represented in a given year. As an attorney can only influence their Avvo client rating through the caliber of client service they provide, this award acts as a reflection of the levels of dedication and professionalism clients can expect., Avvo Clients' Choice Award, Avvo, 2021
• Selection to the 2021 California Rising Stars list. This is an exclusive list, recognizing no more than 2.5 percent of attorneys in the state. To be eligible for the Rising Stars list, a candidate must be either 40 years old or younger, or in practice 10 years or less. On to the next goal., Rising Star, Super Lawyers, 2021
• The Clients' Choice Award is reserved for legal professionals who receive five or more 4 or 5 star reviews on Avvo within a period of one year (Rep has 20 five star reviews to date!). Selections for the clients' choice award are made based on the number and quality of ratings and reviews an attorney receives by clients they have personally represented in a given year. As an attorney can only influence their Avvo client rating through the caliber of client service they provide, this award acts as a reflection of the levels of dedication and professionalism clients can expect., Avvo Clients' Choice Award, Avvo, 2020
• Salutatorian is an academic title given in the United States to the second-highest-ranked graduate of the entire graduating class of a specific discipline., Salutatorian, Western State College of Law, 2018
• Awarded for an excess of fifty (50) hours of volunteer work on behalf of non-profit organizations., Certificate of Public Service, Western State College of Law, 2018
• Academic scholarship donated by Susan and William Shapiro and presented to two (2) students., Susan/William Shapiro Law Scholarship for Achievement/Leadership, Susan/William Shapiro, 2016
• The purpose of the Chico Great Debate is to bring together members of the campus and community to engage in a dialogue around issues that have the potential to divide us. Topics include issues like "Climate Change: Policy, Crisis, Justice"., Great Debate Public Speaker, Chico Great Debate, 2013

Awards

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Avvo Client's Choice Award: This award is granted to attorneys with at least 5 reviews with 4+ stars in a given year on Avvo.com

Industry Groups

• Banking & Financial Services
• Construction
• Estates & Trusts
• Family-Owned & Closely Held Businesses
• Health Care
• Hospitality
• Insurance
• Manufacturing
• Nonprofits & Charitable Foundations
• Professional Services
• Real Estate
• Senior Living & Long-Term Care
• Transportation & Trucking
• Wealth Management