Recent Results
The most rewarding part of being trust and probate litigators is helping clients obtain their rightful share of inheritance and help give them a bit of closure during a stressful time. Here are a just few of our recent successes we’ve achieved on behalf of our clients.
$1,400,000
NEGOTIATED EARLY DISTRIBUTION
Negotiation on behalf of an income beneficiary to receive a lump sum early payment of trust proceeds. The Beneficiary was concerned about the stability of the investments and securing payment in a lump sum as concerned about the security of the payment of income stream.
$550,000
Beneficiary vs. Stepmother TrusteE
Dispute over payable on death insurance proceeds.
$530,000
Beneficiary vs. BAD TrusteE
Improper exercise of limited power of appointment.
$250,000
Beneficiary vs. SIBLING TrusteE
Trustee whom unduly influenced decedent to change trust at the last minute.
$150,000
Beneficiary vs. BAD TrusteE
Professional Trustee whom improperly used assets.
$125,000
Beneficiary vs. SIBLING TrusteE
Trustee whom improperly changed estate plan.
