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Representative Matters: Estate & Trust Administration

Estate Litigation

  • Represented Trustee of Trust in recovering in excess of $1 million on behalf of Trust from former Trustee who misappropriated the assets.
  • Represented Personal Representative of Estate in recovering assets on behalf of the Estate that were previously taken by former careprovider.
  • Represented Trustee of Trust in successful interpretation of Trust documents by Court in favor of client’s reading and application of the documents.
  • Representation of numerous Personal Representatives/Executors of Estates in defending claims by creditors against Estate assets.
  • Represented co-Trustees in litigation regarding the validity of a beneficiary designation and other related issues in an estate valued in excess of $10 million.
  • Represented and counseled a personal representative regarding multiple allegations of misconduct by a dissatisfied heir. Handled both allegations of inappropriate conduct and counseled client on how to avoid further potential allegations of misconduct.
  • Represented Special Administrator in highly contested issue estate against allegations of undue influence and fraud in an estate valued in excess of $30 million.
  • Successfully represented unmarried partner of decedent with regard to entitlement to portion of estate left to that partner.