In re L. and Y. 2001 Trust
Apr 16, 2015OUTCOME: Successful modification to irrevocable trust
Successfully petitioned to modify irrevocable trust due to changed circumstances
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Thomas Edward Rossmeissl's Legal Cases (40)
Los Gatos, CA
Estate planning Lawyer at Los Gatos, CA
Practice Areas: Estate Planning, Litigation ... +4 more
Stanley Living Trust
Apr 07, 2015OUTCOME: Successfully negotiated beneficial settlement
Represented beneficiary in trust dispute regarding proper interpretation of trust instrument.
In re R. Revocable Trust
Jan 05, 2015OUTCOME: successful in obtaining order confirming trust ownership of assets
Successfully petitioned the court for an order confirming trust assets in order to avoid lengthy probate administration
Langlois v. Kaisi
Aug 20, 2014OUTCOME: Successfully obtained dismissal of suit and award of monetary sanctions for client
Successfully defended clients against claim brought by creditor of son who sought to compel payment of son's debt from assets in parents' trust.
In re WIlliam H.
Jul 08, 2014OUTCOME: successfully defeated efforts to remove trustee; obtained desired protection for elder
Successfully defended against efforts to remove client as trustee and fiduciary; successful in efforts to obtain conservatorship for elder who was at significant risk of elder abuse by caregiver
In re L. Family Trust
Jun 23, 2014OUTCOME: Successful modification to irrevocable trust
Successfully petitioned to modify irrevocable bypass trust due to changed circumstances to enable all assets to pass to survivor's trust.
Conservatorship of N. J.
Jun 05, 2014OUTCOME: Successfully obtained appointment of conservator
Successfully petitioned for appointment of conservator for elderly woman suffering from dementia
In re M. Family Trust
Apr 10, 2014OUTCOME: Successful modification to trust
Petitioned to modify trust after death of first spouse so that entire trust estate would be allocated to the surviving spouse's trust, based on changed circumstances created by changes in the federal e ... state tax laws.
In re Ward Special Needs Trust
Mar 20, 2014OUTCOME: Successful appointment of successor trustee
Successfully petitioned for the appointment of a private professional fiduciary to serve as successor trustee to an irrevocable special needs trust
In re Z. Family Trust
Feb 06, 2014OUTCOME: Successful modification to irrevocable trust
Successfully petitioned to modify irrevocable trust due to changed circumstances arising from change in estate tax laws, saving client significant costs and minimizing taxes.