Trusts and Estates

News & Insights

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.

  • 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.