Indian Wells, CA
Litigation Lawyer at Indian Wells, CA
Practice Areas: Litigation, Intellectual Property ... +2 more
OUTCOME: Favorable settlement.
Petition for intentional interference with inheritance expectancy, financial elder abuse, quiet title, and removal of trustee. The matter settled on July 25, 2016. Riverside County Superior Court, Dese ... rt Judicial District.
OUTCOME: Settled.
Complaint for breach of contract seeking approximately $1 million and cross-complaint for breach of contract seeking $3.9 million. The dispute concerned performance of a multi-year contract for custom ... harvesting of seed crops, wheat, and grasses. The matter settled on November 12, 2015 in mediation. Imperial County Superior Court.
OUTCOME: Favorable settlement.
Complaint for intentional interference with inheritance expectancy brought by the surviving spouse. Cross-complaint for financial elder abuse brought by the sons of the decedent. The matter settled on ... December 12, 2013. Riverside County Superior Court, Desert Judicial District.
OUTCOME: Obtained favorable judgment at trial. Affirmed on appeal.
Petition by trust beneficiaries to remove and surcharge trustee for breaches of fiduciary duty. Judgment in the amount of $280,000 in damages and interest and $50,000 in attorneys' fees awarded. Affirm ... ed on appeal. Riverside County Superior Court, Desert Judicial District.
OUTCOME: Favorable settlement.
Trust contest brought by the daughter of the decedent contesting the validity of a trust benefiting the surviving spouse. The petitioner alleged lack of capacity and undue influence. The case settled f ... avorably, on January 27, 2013, the first day of trial. Riverside County Superior Court, Desert Judicial District.
OUTCOME: Favorable settlement.
Trust contest brought by the daughter of the decedent contesting the validity of a trust and IRA beneficiary designations benefitting the surviving spouse. The petitioner sought to recover monies for t ... he benefit of a prior executed trust, of which she was the beneficiary, pursuant to Cal. Prob. Code § 850. The matter settled favorably on October 3, 2012 in mediation. Riverside County Superior Court, Desert Judicial District.
OUTCOME: Favorable settlement.
Petition for substituted judgment seeking to change dispositive provisions of a trust with $30 Million in assets and seeking to remove and replace the trustees. Related petition for elder abuse allegin ... g some of the beneficiaries took monies and unduly influenced the trustor. Favorable settlement. Riverside County Superior Court, Desert Judicial District.
OUTCOME: Obtained summary judgment. Affirmed on appeal.
Petition contesting disinheritance by trust amendment and claiming the trust was funded by an effective disclaimer under I.R.S. Code § 2518. Argued there was no evidence of any effective disclaimer und ... er I.R.S. Code § 2518 and prevailed on summary judgment. Affirmed on appeal at Pine v. Caranci, 2008 Cal. App. Unpub. LEXIS 9475.
OUTCOME: Obtained summary judgment. Affirmed on appeal.
Complaint for intentional interference with contract where The Rug Barn hired a partner away from the plaintiff Powers. The court found on summary judgment that because there was no independently actio ... nable conduct by the defendant in connection with the hiring there was no liability. Affirmed on appeal at Powers v. The Rug Barn, (2004) 117 Cal. App. 4th 1011, 15 Cal. Rptr. 3d 292. Riverside County Superior Court, Desert Judicial District.
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