David Greco is a partner in the firm’s litigation group. He represents private fiduciaries, beneficiaries, conservators, conservetees, financial institutions, charities, and other interested parties in all facets of probate litigation through trial and appeal. David’s work has resulted in successful trial verdicts and published appellate opinions benefiting his clients in trust & estate disputes. Before joining Chhokar Law Group, David opened and led the regional office of a multi-state probate litigation firm, where he was also the Appellate Chair and led the firm’s trust and probate administration department.
David is active in the probate community. He has chaired the Probate Bench-Bar Committee, served for multiple years as chair of the San Diego County Bar Association’s Estate Planning, Trust & Probate Law Section, and delivered several continuing legal education courses through multiple providers.
David graduated from the University of San Diego School of Law magna cum laude. He was a member of the San Diego Law Review.
- Successfully appealed trial court’s order denying a motion to compel arbitration in a case involving allegations that trustees misrepresented an easement over the family beach home. Arbitration later resulted in complete defense judgment for trustees.
- On behalf of a trust beneficiary, successfully appealed and overturned a trial court’s ruling that the trustees were not subject to jurisdiction of the California court, confirming the applicability of jurisdictional tests in probate.
- Represented amicus trust beneficiary in appeal over the validity of arbitrator’s award regarding trust assets. After trial court erroneously refused to vacate arbitration award when arbitrator refused to recuse after a party made a request for recusal, obtained a published appellate ruling strengthening protections for parties in arbitration proceedings.
- Through early motions, obtained dismissal of two lawsuits in two different courts contesting trust distribution. The lawsuits were brought by a family member who had been wholly disinherited from the trust and estate.
- Represented administrator of an estate in a civil lawsuit filed by the aggrieved father of a decedent. Obtained dismissal with prejudice in early-stage motion.
- Represented beneficiary of an estate in dispute with a trustee who had failed to administer trust assets for over twenty years. Obtained full payout of all assets owed to the beneficiary, resulting in cash influx that allowed the beneficiary to keep her longtime home.
- Represented the mother of a woman with special needs to obtain court approval of a special needs trust with retroactive reimbursement for mother, who had advanced significant resources for her daughter’s care.
- Successfully defended daughter in elder abuse lawsuit brought by her mother. Successfully demonstrated that the case was being driven by another sibling who was manipulating the mother.
- Successfully defended trustee against twelve separate attempts by the beneficiary to have the trustee removed and defeated nearly all claims at trial.