Trust Litigation
Feb 28, 2017OUTCOME: Settled During Trial--Favorably
Contested related party transactions that deprived a majority of beneficiaries from substantial benefit.
Farmington, UT
Estate planning Lawyer at Farmington, UT
Practice Areas: Estate Planning, Business ... +3 more
OUTCOME: Settled During Trial--Favorably
Contested related party transactions that deprived a majority of beneficiaries from substantial benefit.
OUTCOME: Favorable Verdict at Trial
Enforced trustee's fiduciary duties, disgorging benefits previously distributed to trustee and obtained award of attorney fees against trustee for fees trustee wrongfully spent and for fees incurred by ... client to enforce fiduciary duties.
OUTCOME: Favorable for defendant
Reached a settlement favorable to defendant in multiple actions for fraudulent transfer, piercing corporate veil, and other causes of action based upon business liability. Case included various person ... al guaranties.
OUTCOME: Favorable--substantial estate tax savings.
Acted as counsel in drafting and implementing various intentionally defective grantor trusts, both dynastic type trusts, in a transaction that ultimately saved the taxpayer-client substantial estate ta ... x, expecially counting appreciation outside of the taxpayer's estate.