Obtained successful resolution of complex trust matter on behalf of trust beneficiary against corporate trustee and hostile family trustee.
Facilitated buyout of charitable remainder beneficiaries with court approval.
Successfully defended trustee against challenge from adult children regarding distribution of $12 million of trust assets.
Successfully defended attorney executor from beneficiary challenge and led efforts to resolve distribution of estate and trust worth $14 million.
Recovered $200,000 for family members excluded from inheritance by overreaching family member.
Successfully defended the propounder of a will against charges of undue influence and lack of testamentary capacity.
Obtained return of assets to a personal representative in claims against a financial adviser for misappropriation of investment accounts.
Successfully defended a fiduciary accused of procedural irregularities in administration of estate.
Removed an executor of an estate and recovered assets for the estate.
Obtained court approval for the modification of trusts.
Obtained a declaratory judgment protecting the rights of trust beneficiaries.
Worked collaboratively with multiple generations to obtain optimal estate plan.
