Joe Morrill

Joseph M. Morrill

joe-morrill-attorneyJoe’s practice concentrates on litigation, particularly cases involving will and trust disputes, financial elder abuse, fraud, conservatorships, and other related claims. Joe has represented private professional fiduciaries, trustees, executors, agents under durable powers of attorney, conservators, and other fiduciaries, trust beneficiaries, heirs, nursing homes, elders, and the family members or friends of elders, in all aspects of litigation, including both bench and jury trials. Joe routinely appears for hearings and motions, and is well versed in all aspects of discovery, including expert witnesses, and trial practice. Joe is also experienced in all aspects of settlement negotiation and mediation, and is certified as a mediator included on the Contra Costa Superior Court Alternative Dispute Resolution Panel of Neutrals. Joe’s practice also includes estate planning, probate, and trust administration matters.

Joe’s past experience includes obtaining multiple defense verdicts in trials representing trustees against actions contesting trusts alleging lack of capacity, undue influence, breach of fiduciary duty, fiduciary accountings, and financial elder abuse. Joe has also represented beneficiaries, elders, and other interested persons in obtaining jury and bench verdicts, judgments, and elder abuse writs of attachment.

Education

J.D., Santa Clara University School of Law
B.A., Political Science, University of California at Santa Barbara

Speaking Engagements
  • Bridging the Gap – Elder Law, sponsored by the Contra Costa County Bar Association Barristers Section, February 27, 2015
  • Elder Abuse: Undue Influence, sponsored by the Mt. Diablo Legal Professionals Association, February 9, 2015
  • Undue Influence: When Capacity is Only Part of the Story, 20th Annual MCLE Spectacular, sponsored by CCCBA and the Contra Costa County Bar Association Elder Law Section, November 21, 2014
  • Capacity: The Legal and Medical Ramifications, sponsored by the East Bay Case Management Association, November 13, 2013
  • Current Strategies in Trust and Will Contest Litigation, sponsored by the Contra Costa County Bar Association CGPT and Litigation Sections, January 25, 2012
  • Financial Elder Abuse: Extraordinary Remedies, sponsored by the Contra Costa County Bar Association Elder Law Section, September 23, 2009
  • Financial and Physical Elder Abuse/Neglect – Detection, Prosecution, & Prevention, BALSF 43rd Annual Seminar, sponsored by the Bay Area Legal Secretaries Forum, April 18, 2009
Board Membership

Board Member Contra Costa County Bar Association Elder Law Section
Board Member of Contra Costa Senior Legal Services
Board Member Contra Costa County Bar Association Estate Planning and Probate Section
Former President of the Contra Costa County Bar Association Elder Law Section

Group Membership

Contra Costa County Bar Association Litigation Section
Contra Costa County Bar Association Elder Law Section
Contra Costa County Bar Association Estate Planning and Probate Section
Contra Costa County Bar Association Alternative Dispute Resolution Section
Estate Planning Council of Diablo Valley
East Bay Trusts and Estates Lawyers