Jeremiah (Jeremy) Moffit

Partner

Jeremy is a partner in the trust and estate litigation team.

Jeremy is a partner in the trust and estate litigation team and is the Office Managing Director of the San Diego office.

He focuses on trust, estate, conservatorship and fiduciary related litigation. He represents clients in litigation and administration matters, including trust administrations, probate administrations, wills and trust contests, accountings, fiduciary representation, creditor’s claims proceedings, conservatorships, and elder abuse matters.

Jeremy devotes his practice to the representation of private clients, fiduciaries, charities, and their related trusts and entities. He has served as the lead attorney on hundreds of contested matters in Probate Court, including trust disputes and contests, administration issues, conservatorships, fiduciary duty compliance, accountings, elder abuse, tax issues, appeals, and attorney malpractice in the trust and estates field. As a result, Jeremy has tried several cases to the Superior Court in California and via private arbitration.

Jeremy speaks and writes regularly on trust and estate topics and is a board member and education committee chairperson for the Probate Attorneys of San Diego as well as a fellow of the American College of Trust and Estate Counsel (ACTEC). Through his experience, his service as a court appointed counsel, and by serving the Court and the bar in various leadership roles and speaking engagements, Jeremy has built a reputation for effective but ethical advocacy amongst the Probate Court and his colleagues who practice there.

Jeremy has been named a Super Lawyer, a Super Lawyers Rising Star, a San Diego Daily Transcript ‘Top Young Attorney’ two times and holds an Martindale-Hubbell® AV Rating.

Secretary Amy Malensek

Track record

Admissions

Publications

Memberships

Talks

As lead counsel for a trust beneficiary in a dispute against the trustee, compelled and tried a contested trust administration issue related to the California Principal and Income Act to a three-panel arbitration and secured over US $700k for the client.

Served as lead trial attorney in successful bench trial, representing trust beneficiary against co-trustees for breach of fiduciary duty resulting in $6.4 million judgment.

Served as lead trial attorney for beneficiaries in successful bench trial, awarding more than $300,000 in surcharge damages against the executor in a probate action and denying hundreds of thousands of counter claims brought by the executor against the estate.

State of California, 2004

‘Thomson and West’s California Civil Practice’, Probate and Trust Proceedings - 2009-present, co-author

‘Litigation Alert’, Trusts and Estates Quarterly - 2018-present, co-author

‘Exploring the Welsh Inn’, San Diego Lawyer - May/June 2011, co-author

Probate Attorneys of San Diego, Board Member and Education Subcommittee Chair

San Diego County Bar Association, Trusts and Estates Section

TEXCOM Litigation Subcommittee (2013-2017)

‘Probate One Day Evidentiary Hearings for Non-Litigators,’ CLA Summer Trusts and Estates Education Conference - June 28, 2019

‘Estate Planning, Trust & Probate Law: 2018 Year in Review,’ San Diego County Bar Association – March 14, 2019

‘Estate Planning, Trust & Probate Law: 2018 Year in Review,’ County Counsel Association Conference - March 7, 2019

Me in a minute

I enjoy working with clients to find solutions

I enjoy working with clients to find solutions to contentious trust, estate and conservatorship administration issues and litigation from inception to final distribution. I have the ability to find creative solutions during pre and post litigation phases of administration but am equally comfortable taking cases to trial or arbitration when the circumstances call for it. My clients have benefitted from both favorable settlements and by obtaining, protecting and enforcing post-trial judgments as a result.

Education


Languages


  • English

Dates


Joined

2015
Partner

2015

Recognition


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