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Harry A. Wallace

 

 

Harry A. Wallace, Senior Litigation Attorney

Harry A. Wallace focuses his practice on Trust and Estate Litigation. With more than 29 years of experience in dispute resolution, Harry represents individuals and corporate fiduciaries, executors, trustees, beneficiaries, intestate heirs, spouses and guardians in matters involving Trust disputes, accounting issues involving executors and trustees, guardianship and elder care issues, and other complex legal issues related to Trusts and Estates.

Mr. Wallace has prosecuted and defended over 40 cases through trial and has taken or defended over a 1000 party and expert witness depositions and successfully argued many hundreds of law and motion matters.

 

Areas of practice:

Trust Litigation and Administration:

Harry represents fiduciaries and individuals in complex and disputed estates and trusts, including representation in will and trust contests, actions to construe, modify and reform wills and trusts, breach of fiduciary duty claims, as well as proceedings to remove and surcharge fiduciaries.He represents fiduciaries and individuals in complex and disputed estates and trusts, including representation in will and trust contests, actions to construe, modify and reform wills and trusts, breach of fiduciary duty claims, as well as proceedings to remove and surcharge fiduciaries.

  • Determining and enforcing rights and obligations under a trust
  • Disputes over the validity of a trust
  • Breach of fiduciary duty by a trustee such as self-dealing and conflict of interest
  • Fraudulent transfers
  • Investment fraud
  • Accountant malpractice
  • Creditor claims
  • Disputes over the identification of assets held in a trust
  • Disputes of valuation of trust assets
  • Disputes arising from the gifts or transfers of assets
  • Competing claims of beneficiaries over life insurance or other benefits payable upon death
  • Theft of trust assets Harry also represents both executors and trustees in legal disputes involving the accounting of money, property and other assets in estates and trusts. He also handles related matters, such as disputes on the distribution of assets and misappropriation of monies from estates and trusts.

Accounting and other Actions Involving Trustees and Executors:

Harry also represents both executors and trustees in legal disputes involving the accounting of money, property and other assets in estates and trusts. He also handles related matters, such as disputes on the distribution of assets and misappropriation of monies from estates and trusts.

Education:

Juris Doctor, Whittier College School of Law (1986)

Bachelor of Arts (Agricultural and Managerial Economics), University of California, Davis (1981)

Graduate Studies (Qualitative Economics), California State University at Los Angeles (1983)

Trial Advocacy for Attorneys program by Emory University.  Wausau, WI

 

Admissions

  • California (1987)

Professional and Community Affiliations Past and Present:

  • California State Bar Trusts and Estates Section.
  • Orange County Bar Association.
  • Los Angeles County Bar Association.
  • American Bar Association.
  • Guest speaker for litigation practices for the Orange County Legal Secretaries Association.
  • Guest speaker at the Orange County Bar Association, Trusts and Estates Section.
  • Newport Beach Police Department, Volunteer Employee – Assistant Radio Officer for Radio Amateur Civil Emergency Service.
  • Newport Beach Fire Department, Community Emergency Response Team volunteer, trainer and
  • Civilian member of Board of Directors (emeritus.)

Client Quotes

  • Leslie Foote – "Up to date knowledge, always responsive, friendly."
  • Beverly Toy – "Jill is very knowledgeable and practical – Glad we found her."
  • Dirmali Botejue – "Easy access to advice and excellent knowledge on the subject."
  • Don Sheridan – "Honesty, dedication and knowledge. You are truly amazing."
  • Judy Michael – " Your unbelievable knowledge and caring for your clients."
  • Joan McCauley – "Personal attention."
  • David Young – "Appreciate your follow-up."
  • Dietrich Buss – "The expertise on living trusts."
  • Ken Batinovich – "Clear, knowledgeable, pleasing presentation."
  • Robert & Kay Johnson – "Individual personal services from Jillyn and the staff."
  • Verna H. Dougherty – "Very thorough. Great advice and information."
  • Paula Zintl – "Good information about our specific issues with disabled children."
  • Doreen Kaller – "Straight forward information and professional treatment."
  • Josie Togle – "The expertise, knowledgeable, and personable."
  • Annette Batinovich – "You! You are the BEST. You posses a practical expertise."
  • Edward & Susan Conway – "You know the answers to help us."
  • Don Knapp – "Always up to date in these fast paced and volatile times."
  • Carol Netta – "Jillyn's knowledge. Always does a terrific job of explaining everything."
  • Winona Walton – "Thorough and straight forward approach."
  • Ken Carr – "Your sincere honesty makes me feel good! 5 stars!"
  • Joan Karr – "The feelings of being comfortable with having your firm prepare our trust."
  • Gerald McClellan – "Personal interest."
  • Nancy Christian – "Friendly, competent, complete, trustworthy."
  • Andrew F. Washington – "The personalized living trust."
  • Cynthia Carson – "Personal aspect… Listening skills and her responding to my needs."
  • Maureen Turk – "Knowledge & accessibility."
  • Ron Spink – Value your perspective on how personal goals can be met."
  • Bill LaFave – "Professional and knowledgeable."
  • Lynne Spink – "Up to date information and easily understood explanation."
  • Lee Hobbs – "Trust in ability and competence."

Hess-Verdon & Associates
A Professional Law Corp.
620 NEWPORT CENTER DRIVE, SUITE 1030
NEWPORT BEACH, CA 92660
(949) 706-7300 FAX (949) 706-7373