Stewart Jeffrey Levin's Legal Cases (3)

Elder law

Financial Elder Abuse - Asset Recovery

Sep 15, 2015

OUTCOME: Recovery of Property

Trustee took title to real estate that should have been in the trust. My office filed an action to hold the trustee accountable for financial losses to the trust.

Probate

Real Estate Fraud

N/A

OUTCOME: Successful results for client

Two sharp real estate operators get our client’s mother to sell them her apartment complex on unfair terms. Our client’s mother is alienated from her daughter, our client, due to dementia and a persona ... lity disorder, and they did not speak much for years before her mother’s death. After her mother passed away, our client discovered the unfair real estate deal and consulted with our offices. After extensive litigation, the matter settled with a recovery of the discounted price by our client, plus our client received a percentage of the appreciation in the value of the apartment building since the date of sale.

Wills and living wills

Will Contest

N/A

OUTCOME: Litigation Success

Our client brings us a Petition for Probate filed on behalf of two charities, which accuses our client, a two time Emmy award winner, of defrauding her late mother. The Petition includes filing for Pro ... bate of a Holographic Will that cuts our client completely out of the Estate. We attack the Holographic Will on several legal grounds. A later Will including our client as the primary beneficiary of the Estate surfaces, which is attacked on grounds of forgery. The result: our client gets the entire Estate, except for a modest charitable gift to a third charity mentioned in the later Will.

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