Attorney Jason W. Stern's Legal Cases

Probate

Matter of Infosino

Jun 27, 2013

OUTCOME: We were able to get our disinherited client a substantial portion of his mother's multimillion dollar estate

June 27, 2013: NY estate lawyer, Jason W. Stern, successfully challenged an attorney drafted will in the Surrogate's Court of the State of New York, County of Queens in Matter of Infosino. In this mult ... imillion-dollar estate, NY estate lawyer Jason W. Stern, representing the decedent's son who had been completely disinherited from said estate, brought into question the validity of said will. As such, it was stipulated that the disinherited son would not only be appointed co-fiduciary in said estate but would also inherit a substantial portion of this multi-million dollar estate.

Estate planning

Matter of Palazzese: Fraudulent Will

Jun 18, 2013

OUTCOME: Terms of fraudulent will were set aside

June 18, 2013: NY estate lawyer Jason W. Stern, Esq., successfully challenged an attorney drafted and witnessed will in the Surrogate's Court of the State of New York, County of Queens. In Matter of Pa ... lazzese, NY estate lawyer Jason W. Stern called this attorney drafted, witnessed will into question as a fraudulent will. After more than a year of deposition testimony, all parties agreed to allow the will to be probated under the terms of a prior nonfraudulent will that included our clients.

Probate

Matter of Brownell

Jun 05, 2013

OUTCOME: Terms of death bed will were set aside

June 5, 2013: NY estate lawyer Jason W. Stern, Esq. successfully challenged an attorney drafted and witnessed will in the Surrogate's Court of the State of New York in New York County. In the Matter of ... Brownell, NY estate lawyer Jason W. Stern called the deathbed will of a cancer patient into question that partially disinherited the decedent's adopted daughter. After significant motion practice and the taking of lengthy deposition testimony of the attorney draftsman and attesting witness who was also an attorney with the firm, a favorable settlement was secured. The terms of the settlement permitted the contested will to be admitted to probate under the terms of a prior will that granted our client a greater portion of the decedent's estate.

Estate planning

Matter of Martin

Apr 05, 2011

OUTCOME: The terms of a death bed will were set aside in light of facts that rose to the level of Undue Influence.

April 5, 2010: NY estate lawyer Jason W. Stern, Esq., successfully challenged an attorney drafted and witnessed will in the Surrogate's Court of the State of New York, County of Orange. In the Matter o ... f Martin, NY estate lawyer Jason W. Stern called this attorney drafted and witnessed will that completely disinherited our client into question. After years of deposition testimony and motion practice we successfully met our burden illustrating that the will was in fact more likely than not the product of undue influence. Pursuant to the terms of that determination our client collected their natural portion of the estate as if there was no will.

Jason W. Stern's Legal Cases (4)

Matter of Infosino

Matter of Palazzese: Fraudulent Will

Matter of Brownell

Matter of Martin