Posted by Harold
The case was one where a family trust was questionably liquidated by the trustees to the exclusion of some of the beneficiaries. Earlier, another attorney had advised us that the harm to trust's excluded beneficiaries was not actionable and would probably result in the beneficiary plaintiffs being disinherited. Legal research by Ms Zizzo, Rack & Olansen's litigation attorney, resulted in a lawsuit that eliminated the risk of disinheritance and the case was settled out of court with the wronged beneficiaries receiving six figure settlements.
Posted by Tom
Nate is personable and very professional. We appreciated his thoroughness, approachability, and the quality of his follow-through. Our discussions carefully reviewed the advantages and disadvantages of various trust considerations.