Lana June Clark

Lana June Clark's Legal Cases (2)

Solvang, CA

Estate planning Lawyer at Solvang, CA

Practice Areas: Estate Planning, Business, Litigation

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Estate planning

Trust Administration

Oct 01, 2007

OUTCOME: Heggstad Petition Granted in 2 days

Urgent Heggstad Petition Needed to transfer assets not funded to trust so two $10+ million escrows could close. Petition submitted and granted without hearing based on beneficiary consents

Estate planning

Beneficiary Suit Against Trustee - Fiduciary Duty

N/A

OUTCOME: Trustee Liable for $155,000 in Settlement

Negotiated Settlement with Trustee for breach of fiduciary duty resulted in payment of fees to beneficiaries

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