Welcome to our trust and estates blog. Beneficial Interests provides information and insight to individuals, families, and fiduciaries in California in the areas of estate planning, trust administration, probate, conservatorship, and trust and estate litigation.
Bryan L. Phipps916-446-2300Email
Bryan’s practice focuses exclusively on helping individuals and families avoid and resolve inheritance disputes. Here, Bryan assists and advises clients on proactive estate planning techniques, diligent administration of trust and probate estates, and zealous representation in court. Bryan is best known for his creative and effective advocacy in trust and estate disputes, including will and trust contests, fiduciary accountings, breach of trust, financial elder abuse, and court-supervised protective proceedings such as conservatorships. Bryan is a Certified Special in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization, and is consistently named by his peers as a Northern California Super Lawyers Rising Star in the area of Trust & Estate Litigation.
Grey R. Lund916-446-2300Email
Grey Lund’s practice focuses on all aspects of estate planning, probate, trust administration, and trust and estate litigation matters. Grey began his career with Forethought Law, PC, a law firm focused exclusively on trust and estate practice. In early 2020, Forethought Law merged with Murphy Austin Adams Schoenfeld, LLP, where Grey became a member of the Trusts and Estates Team and where Grey continues to build his trust and estate practice.
Jarom B. Phipps916-446-2300Email
Jarom Phipps’s practice focuses on assisting clients in estate planning, probate, and trust related matters. His specialty is trusts and estates related litigation, where throughout California he helps clients navigate complex issues within the probate system. Jarom is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization.