In Re F.L. and Mary Smith Trust
Apr 13, 2015OUTCOME: Judgment In Favor of Client and Against Former Trustee
* Represented Beneficiaries * Reached Settlement, which the Trustee's Breached * Enforced Settlement Agreement and Obtained Order/Judgment
Los Angeles, CA
Probate Lawyer at Los Angeles, CA
Practice Areas: Probate, Trusts ... +2 more
OUTCOME: Judgment In Favor of Client and Against Former Trustee
* Represented Beneficiaries * Reached Settlement, which the Trustee's Breached * Enforced Settlement Agreement and Obtained Order/Judgment
OUTCOME: Resulted in resignation of trustee and appointment of professional as trustee, with client receiving trust assets. Trustee waived all fees, expenses, reimbursements, etc.
* Represented Beneficiary * Trust Litigation * Fiduciary Dispute * Trustee Removal * Creditor Litigation * Surcharge
OUTCOME: Resulted in Monetary Settlement to Client
* Disinherited Spousal rights * Enforcement of Community Property Rights of Spouse * Creditor Litigation
OUTCOME: Resulted in Termination of Estate - Distribution of Estate Assets. IRS Closing Letter. Resolution with Creditors.
* Represented Executor of $30+ million Estate * Prevented Executor Removal and Surcharge * Creditor Litigation * Heggstad Petition * Estate Tax Return * Sale of Estate Property
OUTCOME: Resulted in Trustee Removal and Settlement Payment to Clients
* Represented Beneficiaries * Corporate Trustee Removal * Objections to Trustee Account and Removal
OUTCOME: Resulted in Monetary Settlement to Client, and Early Termination of Trust
* Caused Resignation of Corporate Trustee * Appointed Client as Trustee * Litigation with Co-Trustee and Co-Beneficiary * Trust Litigation
OUTCOME: Resulted in Appointment of Client as Co-Trustee, Termination of Trust, and Distribution of Assets to Beneficiaries
* Represented Beneficiaries * Trustee Removal * Breach of Trust and Fiduciary Duty * Trust Interpretation Dispute * Appointed Client as Co-Trustee * Sale of Trust Property
OUTCOME: Resulted in Termination of Estate - Distribution of Estate Assets, while Protecting Client's Right to Fees and Costs
* Represented Neutral Professional Fiduciary as Administrator of $10 million Estate * Litigated Creditor's Claims * Foreign Heirs * Litigation with Heirs * Homestead Petition * Family Support Peti ... tion
OUTCOME: Resulted in Monetary Settlement to Client
* Represented Beneficiary * Enforcement of Trust Instrument * Compel Sale of Real Property
OUTCOME: Resulted in Client Receiving the Vast Majority of the Estate, Despite Client Having the Heavy Burden of Proof
* Represented Equitably Adopted Child of the Decedent * Litigated Equitable Adoption Petition * Defense of Account