Fiduciary and Partnership

Representative Matters

  • Obtained favorable settlement for the family of man who challenged estate of family matriarch based on claims of undue influence and lack of testamentary capacity where matriarch changed her estate plan, which had historically been split equally between her two sons, to leave the majority of her estate to her surviving son, shortly after the man, the matriarch's only other child, pre-deceased her.

  • Successfully defended Trust from claims alleging compensation for caretaking and unfulfilled promises of being made a beneficiary of the trust.

  • Successfully established the contents of a lost will and trust at trial and prosecuted undue influence claim to recover pre-death gifts to a natural child.

  • Successfully defended hedge fund manager, sued as the manager of the fund and individually, for gross negligence, breach of fiduciary duty and various other claims. This case was won on a dispositive motion based upon the exculpatory clause in the contract.

  • Obtained preliminary injunction for a family trust in litigation over corporate control of business in which the trust had a substantial investment.

  • Obtained favorable settlement  of will contest on behalf of sole heir to mother's estate based on lack of testamentary capacity and insane delusions where mother, with long-standing and well-documented history of mental illness, did not provide for the heir in her estate plan.

  • Obtained favorable settlement for family-member trustees in pursuing claims of breach of fiduciary duty against corporate trustee.

  • Represented corporate client in enforcing the terms of a squeeze down provision of an LLC Operating Agreement and obtained summary judgment in federal litigation relating to the same.

  • Successfully represented corporations in business litigation matters involving actions for breach of contract and breach of fiduciary duty.

  • Successfully defended investment managers for a trust company from series of claims based upon lack of suitability of investments - involving detailed analysis of the prudent investor rule and the duty to diversify – winning both cases on dispositive motions prior to trial.