Case Conclusion Date: 01.26.2010
Practice Area: Estate planning
Outcome: Successful global settlement.
Description: This was a two year trust contest where I represented Petitioner against sister-trustee for mismanaging their mother's trust estate including setting up two other sham trusts, a fraudulent deed of trust and other mechanisms in an attempt to defraud the beneficiaries. I was able to successfully settle this matter during trial saving my client the delay, costs and emotional burden of further trial and a possible appeal. A global settlement was reached to protect the interests of all parties. There were 4 litigants total in this matter.