Biography

Roee Kaufman is a Senior Associate at Keystone Law Group, P.C. Prior to joining Keystone, Roee practiced at a boutique law firm specializing in probate litigation and civil elder abuse litigation, including claims of financial and physical abuse and neglect on behalf of elders, dependent adults, and their family members.

Since joining Keystone, Roee’s practice has primarily focused on trust, estate and conservatorship litigation. To that end, Roee has represented clients in a variety of capacities in connection with probate litigation matters, including beneficiaries, creditors, trustees, personal representatives and court-appointed conservators in a variety of probate disputes, including will contests, trust contests, 850 petitions, financial elder abuse claims, actions for removal and surcharge of fiduciaries, heirship claims, and Marvin actions, and in non-litigated probate and trust administration matters. Roee has experience in all phases of litigation, from case intake through mediation, trial and/or arbitration, and has extensive experience litigating contested law and motion matters.


Roee also has appellate experience and has successfully briefed appeals both affirming and reversing trial court orders. Roee has appeared before courts in Los Angeles County, Orange County, Riverside County, San Diego County, Santa Barbara County, and Santa Clara County.

Speaking Engagements

  • California Probate and Trust Administration, National Business Institute (NBI), Topics: "California Probate Process and Overview," "Assets, Creditor Claims and Debt Considerations," and "Distributions, Final Accounting, and Closing the Estate", June 28, 2021
Roee Kaufman
Senior Associate
Education:

Roee received his undergraduate degree in Business Economics from the University of California, Los Angeles, and received his law degree, cum laude, from Pepperdine University School of Law.

Memberships

  • California Lawyers Association, Trusts & Estates and Litigation Sections
  • Los Angeles County Bar Association, Trusts & Estates and Litigation Sections
Representative Matters
  • Successfully defended trustee against Will Contest and Trust Contest filed by beneficiary.
  • Successfully litigated trust contests and will contests involving claims of mental incapacity, undue influence, fraud, duress and forgery.
  • Assisted clients in obtaining accountings from executors, administrators and trustees on behalf of heirs and beneficiaries.
  • Successfully obtained appointment of conservator in contested conservatorship proceeding.
  • Provided guidance and assistance to personal representatives and trustees on probate and trust administration matters for estates valued as high as $60 million.
  • Successfully recovered millions of dollars on behalf of clients in pre-trial settlements.
  • Successfully represented elderly beneficiary in an action to recover title to her home, and in recovering financial elder abuse damages, including attorney’s fees and costs, from beneficiary’s daughter.
  • Successfully represented beneficiary in action to cancel a trust amendment that disinherited the beneficiary and was procured by undue influence and fraud.
  • Obtained favorable settlement for a spouse of a decedent based upon Marvin v. Marvin even though the spouse was disinherited from the decedent’s trust and there were divorce proceedings pending at the time of decedent’s death.
  • Represented beneficiaries in petitions to recover trust property under Probate Code section 850, and actions to remove trustees.
  • Represented Administrator of an Estate in an action to cancel estate planning documents procured by the decedent’s unrelated co-worker.
  • Represented Conservator in action to recover the Conservatee’s property from the Conservatee’s daughter, who had obtained the property by undue influence and fraud.
  • Resolved numerous cases based upon abuse and neglect of elders by healthcare providers.

Interests

Outside of the office, Roee is an avid sports fan, and closely follows the Lakers, Dodgers, and UCLA Bruins. Roee also enjoys spending time outdoors and traveling with his wife and three sons.