Maumee, OH
Probate Lawyer at Maumee, OH
Practice Areas: Probate, Wills & Living Wills, Trusts
OUTCOME: Settled Will Contest and Investment Account Changes
Decedent changed her Will two years prior to death cutting out 5 of her 6 children and leaving her entire estate to one child. We challenged the validity of the Will and the beneficiary designation on ... her investments. After one year of litigating the case we were able to achieve a favorable settlement for our clients.
OUTCOME: Recovered assets in probate litigation matter
The Decedent was coerced into signing documents which transferred over $800,000 in assets to one family member a short time before death. Successful Settlement - recovery for clients was approximately ... 85% of the amount in dispute.
OUTCOME: Successful Recovery/Settlement
Successfully recovered majority of trust assets which had been embezzled by trustee for a beneficiary of a trust in Ohio
OUTCOME: Successful settlement reached within 6 months
Decedent had two sons. One son was power of attorney. Shortly before death decedent changed her Will and Trust and removed the other son (our client) from the estate plan. We challenged the chnages ... and successfully settled the case within 6 months.
OUTCOME: Successfully mediated settlement
My client was named as a beneficiary on life insurance policy. The owner changed the beneficiary designation when the owner was dying. We challenged the beneficiary change in federal court and were a ... ble to achieve a significant settlement through mediation.
OUTCOME: Success in appeal
Mother passed away with a will. Daughter "A" (my client) filed an action to reverse transfers of assets to Daughter "B" (defendant). On behalf of Daughter A we opposed Daughter B's application to be ... appointed executor and the probate court agreed. Daughter B filed an appeal and we were successful in the appeal on behalf of Daughter A.
OUTCOME: successful settlement
Uncle of clients died and had signed a will while he was a resident of a nursing home. Uncle's estate exceeded $1 million. Clients were not named in Uncle's will. We filed a will contest, obtained m ... edical records and an expert opinion that Uncle was susceptible to undue influence. We also took the deposition of the attorney who prepared Uncle's will and were able to then make a strong argument that Uncle was not "legally competent" to make his will. After prolonged negotiations we were able to obtain a sizeable settlement for our clients.
OUTCOME: successful in obtaining dismissal of guardianship petition
Son filed an application to be appointed guardian of father. Father came to me to oppose the appointment as he was competent. After we presented an expert opinion from a geriatric psychiatric special ... ist to opposing counsel and appearing for depositions, opposing counsel voluntarily withdrew their application without a hearing.
OUTCOME: Jury verdict in favor of our clients
This was a Lucas County Probate Court case where I served as co-counsel in a case where we represented one brother against another brother and his son. The litigation involved predeath transfers of as ... sets by their sister to the defendants. After one week of trial, the jury returned a unanimous verdict in favor of our clients.
OUTCOME: Obtained 7 figure settlement after mediation
This was a will/trust contest case in Hancock County Probate Court involving farm land owned by the decedent. I represented the grand-nieces/nephews of the decedent and we challenged the validity of t ... he decedent's will and trust. After discovery was completed, a settlement of 50% of the value of the farm land was obtained and our clients received a seven figure settlement.