Case Results

TLP attorneys invalidated a will procured from parent suffering from dementia who created an estate plan weeks before death, in a medical facility, cutting out a sibling. Trust Law Partners though mediation recovered $3.5 million for the client.

TLP attorneys made a claim to assets of an estate claiming the grantor sexually assaulted their client as a minor and having a superior claim than the beneficiaries designated by the estate plan. Trust Law Partners secured a settlement of approximately $3.2 million (investement accounts fluctuate).

TLP attorneys negotiated a settlement to have their client deemed the major recipient of an estate with contesting relatives from another country claiming the entire estate under the terms of a will.

TLP attorneys defended an executor against claims of undue influence and lack of mental capacity being brought by an estranged sister and out of country relatives in a dispute over the validity of a will bequeathing the entire estate to the clients. TLP successfully negotiated a recovery on behalf of the clients in the amount of $8.35 million.

TLP attorneys secured a jury trial verdict in favor of his client whom accused her daughter of committing elder abuse by transferring assets and property to herself while mom was mentally incapacitated while in the hospital.

TLP attorneys represented mother concerning son’s estate. Mother was named in holographic will, and estranged father challenged will. Recovered majority of estate for mother, totaling approximately $6 million.

TLP attorneys recovered assets plus a large home (the largest in Eagle Rock) including reimbursement to trustee for costs advanced to rehabilitate property from brothers whom improperly took out loans against the property during parents lives and after. (The case included: 3 court trials, 13 appeals, 4 civil cases, 2 bankruptcy adversarial actions, unlawful detainer action and 2 contempt hearings.)

TLP attorneys prosecuted a case against sibling who procured a fraudulent trust from his demented mother leaving the entire estate to himself. TLP obtained a judgement from the court invalidating the fraudulent trust and surcharged the sibling for damages to the estate and recovered to the executor assets of approximately $8.1 million.

TLP attorneys defended beneficiary of a will against decedents relatives claiming undue influence and lack of mental capacity. The contesting relatives absconded with the investment accounts. Trust Law Partners negotiated return of assets to the estate of $7.5 million (approx., as stock fluctuates).

TLP attorneys prosecuted case against siblings who improperly amended demented fathers’ estate plan using an improper power of attorney to cut out the third sibling. Trust Law Partners recovered $5.1 million in assets and cash for the client in mediation.

TLP attorneys represented trustee and trust beneficiaries in successfully defending trust from attack by beneficiary seeking additional assets. At close of trial, court ordered losing beneficiary to reimburse trust for all attorney’s fees and costs incurred.