Estate of Belarde

Sep 22, 2020

OUTCOME: Successful, trial court upheld

Appeal of the trial court approval of a complex accounting of a lay fiduciary 79912-6-1

Estate of Constance C. Little

Jun 24, 2019

OUTCOME: Favorable

444 P.3d 23 (2019). The Court of Appeals affirmed the trial court’s ruling that Washington law did not require the personal representative to file a separate writing when a Will is admitted to probate ... and that a writing prepared by the decedent that meets the requirements of RCW 11.12.255 can control the distribution of the Estate and money as well as not conflict with the disposition of tangible personal property under RCW 11.12.260.

Estate of Edward Coaker

Jul 20, 2016

OUTCOME: Favorable

No. 74873-4-I, Washington Court of Appeals, Division I (2016). In an unpublished opinion, the Court of Appeals upheld the trial court’s decision on summary judgment, including that Appellant failed to ... property commence his will contest claim within the limitations period.

Marriage of Richardson and Fu

Nov 20, 2015

OUTCOME: Favorable

No. 71831-2-I, Washington Court of Appeals, Division I (2015). In an unpublished opinion, the Court of Appeals reversed the trial court on an issue of jurisdiction over trusts and closely-held corpora ... tions established as alter-ego entities and used by a former spouse to argue that certain assets were beyond the reach for collection of judgments entered against her.

Estate of Haviland

Jun 03, 2013

OUTCOME: Favorable

Amicus Brief

Vollstedt Trust v Vollstedt Estate

Apr 01, 2010

OUTCOME: Unfavorable to plaintiff Trusts

To set aside transactions between a mother and son based upon undue influence

Estate of Smaldino

Jul 27, 2009

OUTCOME: Favorable

Breaches of fiduciary duty

Estate of Sullivan

Sep 01, 2001

OUTCOME: Judge reversed based upon my opinion testimony

Acknowledged as an expert in the fields of trusts and estates

Estate of Toth

May 08, 1999

OUTCOME: Quoted

Quoted by the Supreme Court of Washington as a "Commentator" on the application of law

Moen, PR Whitehead Estate vs. Ogden-Whitehead

N/A

OUTCOME: