Russell M. Ozawa

Mr. Ozawa has extensive litigation experience, including settlement negotiations, mediation, law and motion, discovery, and trials. Mr. Ozawa's clients include trustees, executors, conservators, fiduciaries, and beneficiaries. As part of Mr. Ozawa's practice, Mr. Ozawa evaluates and analyzes each case independently and advises each client on possible cost-effective resolutions before proceeding to trial. As part of Mr. Ozawa's fiduciary litigation practice, Mr. Ozawa represents fiduciaries and beneficiaries in all aspects of trust, estate, and conservatorship disputes, including: • Breach of trust actions • Trust and will contests • Accounting contests • Undue influence claims • Misappropriation of assets from trusts and estates • Disputes regarding distributions • Disputes between trustees and beneficiaries • Seeking appointment of conservators in contested conservatorship matters In addition, as part of Mr. Ozawa's civil litigation practice, Mr. Ozawa presents both plaintiffs and defendants in cases involving: • Financial elder abuse • Financial fraud • Breach of contract • Professional negligence, including accountant malpractice • Breach of fiduciary duty Representative cases • In a conservatorship litigation matter, after 3-day trial, an order was obtained appointing client as conservator of the person and estate instead of a competing petitioner also seeking appointment. • In a trust litigation matter, after a 2-day trial, an order was obtained approving client's accounting and finding that client did not breach the trust. • In a fiduciary litigation matter, settlement achieved in favor of client for more than $600,000 in an accountant malpractice and breach of fiduciary duty action. • In a conservatorship matter, obtained an order appointing client as conservator despite hesitation by court. • In a conservatorship matter, settlement achieved on client's behalf under which client's parent remained at an excellent skilled nursing facility with a caregiver and, further, client obtained an early distribution of $100,000 and reimbursement of client's attorneys' fees. • In a trust litigation matter, client obtained a settlement providing her with monthly distributions from a trust that she was not receiving prior to settlement. • In a trust litigation matter, client, by way of settlement, received back real property wrongfully transferred out of the trust. Awards and Honors Super Lawyers® Selectees Russell M. Ozawa included in a Super Lawyers® list Honors National Finalist and Second Best Brief, National Moot Court Competition, 2010 Third Best Brief, Roger J. Traynor California Appellate Moot Court Competition, 2010 CALI Award for Excellence in Partnership Taxation, 2009 Best Brief, University of San Francisco Appellate Advocacy, 2009 Other Sources of Feedback About Russell M. Ozawa Included on the 2026Southern California Super Lawyers list Past Lists 2025 Southern California Super Lawyers list 2024 Southern California Super Lawyers list 2023 Southern California Super Lawyers list 2022 Southern California Super Lawyers list 2021 Southern California Super Lawyers list 2020 Southern California Super Lawyers list

• Attorney

• Akay Sull LLP, Law Clerk, 2008 - 2009

• Elder Law: Basics of Elder Law from A-Z (LawReviewCle), 2013 - Present

• California, 2010
• U.S. District Court Central District of California, 2011
• U.S. District Court Southern District of California, 2011
• U.S. Tax Court, 2011