•13 CH 17678 (Cook County, Chicago, Illinois, Chancery Division)
Jul 07, 2015OUTCOME: Trial Verdict transferring over $17 million in trust assets to a new trust under the control of a new trustee.
Trust dispute relating to control of trust.
Chicago, IL
Trusts Lawyer at Chicago, IL
Practice Areas: Trusts, Litigation
OUTCOME: Trial Verdict transferring over $17 million in trust assets to a new trust under the control of a new trustee.
Trust dispute relating to control of trust.
OUTCOME: Obtained an order transferring $3.2 million from a charitable trust to a specific national university.
Trust dispute relating disposition of assets from a charitable trust.
OUTCOME: Settlement after Motion to Dismiss Denied
Proceeding to Compel Trustees to Settle Estate and Distribute Assets Relating to Multi-Million Dollar Business
OUTCOME: Recovery of $500,000 for the benefit of the Estate.
Prosecution of citation to recover assets based upon undue influence.
OUTCOME: Successful resolution of the action, including the recapture of more than $1.2 million.
Represented bank as successor trustee in connection with a complaint to construe a trust and action for accounting and imposition of constructive trust against original trustee who misappropriated fund ... s.
OUTCOME: Petition to reform the trust was granted.
Represented grantor on a petition to reform a trust which, due to a scrivener's error, may not have qualified as an intentionally defective grantor trust. Grantor also filed a motion to allow adult be ... neficiaries to represent interests of minor and unborn descendants.
OUTCOME: The trust was successfully reformed.
Represented corporate trustee in connection with a successful petition for reformation relating to Section 2056(b)(7) of the tax code.