Estates & Trusts Litigation

Seltzer Caplan McMahon Vitek distinguishes itself by combining a comprehensive Estates & Trusts practice with the panoply of specialties provided by a full-service law firm. This combination presents a distinct advantage to institutional and private-wealth clients who become involved in trusts and estates disputes by arming them with attorneys who have experience in administrative proceedings before the Internal Revenue Service and Franchise Tax Board, who have tried cases in probate court, civil court, and tax court, and are able to navigate trust and probate law and procedure.  

At SCMV, our Estates & Trusts team is made up of sophisticated estate planning and wealth management attorneys, trust administration attorneys, tax attorneys, and litigation attorneys. This layered approach assures truly full-service representation for SCMV’s clients in every phase of trusts and estates controversies, including pre-litigation planning, formal litigation through trial and appeal, and structuring of complex global settlements.

SCMV’s trusts and estates clientele encompasses a broad range of institutional and private-wealth clients, including corporate fiduciaries, private and individual trustees, charitable institutions, private foundations, administrators, executors, beneficiaries, heirs, and institutional and private client creditors.

Select an attorney below to find out more about their expertise in Estates & Trusts Litigation

Practice Group Leader

James H. Siegel
Shareholder

P: 619.685.3160
E: siegel@scmv.com

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Andrea N. Myers
Shareholder

P: 619.685.3095
E: myers@scmv.com

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Sarah M. Shekhter
Shareholder

P: 619.685.3146
E: shekhter@scmv.com

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Patrick J. Haase
Shareholder

P: 619.685.3054
E: haase@scmv.com

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Michael W. Hervey
Associate

P: 619.685.3125
E: hervey@scmv.com

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Pj M. Novack
Associate

P: 619.685.3108
E: novack@scmv.com

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Richard D. Gluck
Of Counsel

P: 619.685.3090
E: gluck@scmv.com

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News

Sarah Shekhter Named Among Women of Influence in Law

Congratulations to SCMV Shareholder Sarah Shekhter for being named among the San Diego Business Journal’s Women of Influence in Law for 2023. With over a decade of experience in the legal…

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Former Prosecutor Rebecca Zipp Joins SCMV as Of Counsel

SCMV announces that Rebecca F. Zipp has joined the firm’s Litigation Department as of counsel. A former prosecutor with 15 years of experience, Rebecca focuses her practice on complex…

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Richard Gluck Joins SCMV as Of Counsel

SCMV announces that Richard D. Gluck has joined the firm’s Litigation Department as of counsel. A seasoned trial lawyer with more than 30 years of litigation and trial experience,…

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Andrea Myers Named one of San Diego’s “Leaders in Law” by the San Diego Business Journal

SCMV Shareholder Andrea Myers was named to San Diego Business Journal’s annual “Leaders in Law,” which recognizes attorneys throughout San Diego for their exceptional professional…

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12 SCMV Attorneys Recognized in The Best Lawyers in America® 2023

SCMV is proud to announce that 12 attorneys were selected by their peers for inclusion in The Best Lawyers in America® 2023 edition. Attorneys named to the list are recognized for professional…

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San Diego Business Journal Women in Law Profile: Rhonda Crandall

Rhonda Crandall, a shareholder at Seltzer Caplan McMahon Vitek, has over two decades of experience in tax and estate planning. Her legal practice is split between estate planning and administration…

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Nine SCMV attorneys Recognized in The Best Lawyers in America© 2021

We’re proud to announce that nine SCMV attorneys were selected by their peers for inclusion in The Best Lawyers in America© 2021 edition. Attorneys named to the list are recognized for…

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SCMV’s Certified Legal Specialists

A certified specialist is more than just an attorney who practices in a particular area of law. The State Bar Legal Specialization program is a method for attorneys to earn the designation of…

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