Matthew Owens, Esq.

Matt is a senior associate in the trust and estate litigation team. Matt focuses his practice on trust, estate, and inheritance disputes. He has prosecuted and defended a wide range of matters in probate court, including trust contests, elder abuse actions, accountings, contested conservatorships and claims involving breach of fiduciary duty. His clients include high net worth individuals and families, corporate trustees, and private professional fiduciaries. Matt has successfully handled several trials and arbitrations of trust and estate disputes. He also handles appeals and was one of the attorneys of record in Funsten v. Wells Fargo Bank, N.A. (2016) 2 Cal.App.5th 959. Matt is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. A leader in the legal community, Matt speaks and writes on trust and estate litigation topics and serves on the California Lawyers Association Trusts and Estates Section Subcommittee on Membership, Marketing, and Social Media and as Vice Chair of the San Diego County Bar Association, Estate Planning, Trust and Probate Law Section’s Executive Committee. He was ranked on Legal Week’s Private Client “Ones to Watch” list in 2017, 2018 and 2019, and has been named a Super Lawyers Rising Star every year since 2013.

This presentation will cover best practices for handling non-probate transfers when the documents on file with the bank conflict with the decedent’s estate plan.
Member Price: $75.00
Non-Member Price: $105.00
CE / MCLE Awarded:
Presented Date: August 25, 2020