Will Caveat
Nov 06, 2019OUTCOME: Secured over $80,000 in settlement funds for wrongly disinherited client.
Will caveat for undue influence, lack of capacity, and to set aside fraudulent deeds.
Jason Robert Jones's Legal Cases (12)
Chapel Hill, NC
Estate planning Lawyer at Chapel Hill, NC
Practice Areas: Estate Planning, Probate ... +2 more
Breach of Fiduciary Duty
Oct 01, 2019OUTCOME: Trustee Removed, over $30,000 Settlement for Client
Investigated trustee who failed to file taxes for many years. Secured replacement of trustee and over $30,000 settlement for beneficiary to offset tax liability caused by trustee's breach.
Defending Guardianship Proceeding
Sep 30, 2019OUTCOME: Dismissal of guardianship proceeding.
Defended elderly client in guardianship proceeding.
Trustee Investigation
N/AOUTCOME: Negotiated trustee removal, return of tens of thousands of dollars, return of property, and trust termination. (No lawsuit filed.)
Hired to investigate trustee and seek trust accounting. Uncovered misappropriation of money and personal property.
Testamentary Trust Termination
N/AOUTCOME: Testamentary Trust terminated, beneficiary inherited ahead of schedule. (Lawsuit filed.)
Hired by beneficiary to sue executor/trustee for breach of fiduciary duties against heir/beneficiary.
Return of Human Remains
N/AOUTCOME: Human remains returned to family. (Lawsuit filed. Jury Trial.)
Executor (non-family member) withheld cremated remains from decedent's family. Hired by family to secure their return.
Return of Conditional Gift
N/AOUTCOME: Property successfully returned to client. (No lawsuit filed.)
Client gifted item to new owner with certain conditions. New owner failed to meet the required conditions. Client sued pro se (unrepresented) and lost. Client went to several lawyers who told them noth ... ing could be done. Client ultimately hired me to negotiate the item's return.
Trustee Investigation
N/AOUTCOME: Successfully recovered over one hundred thousand dollars. (Lawsuit filed.)
Hired to investigate trustee. Discovered six-figures of misappropriated money.
Insurance Coverage
N/AOUTCOME: Successfully obtained federal court order that a seven-figure policy coverage existed which the insurer had denied. (Lawsuit filed. *Appeal pending.)
Client severely injured in vehicular accident. Insurer denied the existence of coverage of seven-figure policy. Negotiated with insurer unsuccessfully. Filed lawsuit in state court, removed to federal ... court.
Hot Potato Probate
N/AOUTCOME: Kept client (Executor) from getting sued by suspicious family
Helped a client who was an Executor and coming under fire from suspicious family members navigate an emotionally intense probate setting without a lawsuit ever having to be filed and ultimately my clie ... nt was granted a full fiduciary discharge and waiver of all liability.
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