FINANCIAL SERVICES (advisory)

Knox & Ross Law Group serves the needs of the financial services industry with business counseling services. Our experience includes representation of a wide variety of clients in this industry, including banks, brokers, insurers, lenders, investors and consumers. By emphasizing responsiveness and accessibility, the firm provides creative and effective legal solutions to its financial services clients.

We represent individuals, businesses, corporations, and associations throughout California. Knox & Ross Law Group exercises a team approach towards litigation; we first assess liability exposure, and then allocate resources and personnel with the expertise to necessary to provide clients with a strong and cohesive legal team. If the circumstances call for additional outside expertise, our firm is well versed in litigation management, to ensure that our client’s needs are responded to rapidly, decisively, and cost effectively.

SPECIFIC AREAS OF FOCUS INCLUDE THE FOLLOWING:

  • Annuity Products

  • Life and Health Insurance

  • Property and Casualty Insurance

  • Financial Product Distribution

  • Rival Claims and Beneficiary Disputes

  • Commercial Real Estate

  • Employment and Labor

  • Financial Services Litigation

  • Data Privacy, Security and Management

  • Class Actions

  • Mortgage Products

  • Trademark

  • Structured Settlement Transfers

  • Records and E-Discovery 

  • Trusts and Estates