Long Beach, CA
Estate planning Lawyer at Long Beach, CA
Practice Areas: Estate Planning, Probate ... +2 more
OUTCOME: Settlement
Represented a beneficiary who was supposed to receive two condos but the trustee refused to distribute the condos. We litigated and settled with the client receiving the two condos as required by the t ... rust.
OUTCOME: Successful global settlement.
This was a two year trust contest where I represented Petitioner against sister-trustee for mismanaging their mother's trust estate including setting up two other sham trusts, a fraudulent deed of trus ... t and other mechanisms in an attempt to defraud the beneficiaries. I was able to successfully settle this matter during trial saving my client the delay, costs and emotional burden of further trial and a possible appeal. A global settlement was reached to protect the interests of all parties. There were 4 litigants total in this matter.
OUTCOME: We reached verdict in our client's favor
Case involved two trusts. One trust was done by decedent when she was alive and well giving her entire estate to her younger sister, our client. Later after decedent became incapacitated, her former st ... ep-son had another trust done giving him her entire estate at the exclusion of the sister, our client. Since decedent was very elderly at the time of the second trust's creation and our client had already taken over as successor trustee of the first trust -- decedent's capacity was clearly at issue. We filed two petitions to have the second trust invalidated and all property wrongfully taken from the first trust restored to the first trust. After a trial spanning over 3 weeks due to the court's schedule, we reached a bench verdict invalidating the second trust and restoring the real property ownership back to the original trust.
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