$70 Million Trust Contest
Representation of surviving spouse in $70 million trust contest against children of first marriage, which resulted in client receiving over 90% of the trust residue.
Multiple Charitable Organization Defense of $100 Million Estate Proceeding
Representation of seven charitable organizations in a $100 million estate proceeding in defending a claim which would have resulted in the charities receiving no residuary distributions. The claim was settled, resulting in the charities receiving an amount in excess of $30 million, almost 95% of the residue.
Undue Influence and Return of Funds in Will Dispute
Representation of two siblings as personal representatives of their father’s $25 million estate. Successfully defended an attack of the decedent’s will by his surviving spouse, resulting in a judgment finding the surviving spouse guilty of undue influence and ordering the return of funds misappropriated by her during the final months of the decedent’s life.
$7 Million in Damages Awarded for Improper Sale of Annuity Contracts
Representation of trustees in successfully prosecuting a claim against a brokerage firm for the improper sale of $30 million in annuity contracts to an elderly couple, receiving a jury award of over $7 million in compensatory and punitive damages.
Successful Defense of Claims of Breach of Trust and Fiduciary Duty
Successful defense of testator’s daughter and attorney in fact at trial and in appellate proceedings against claims of breach of trust and breach of fiduciary duty associated with the administration of the testator’s multi-million dollar revocable trust.
Successful Defense of Validity of Last Will and Testament
Representation of personal representative in successfully defending the validity of the decedent's Last Will and Testament against claims of undue influence and lack of testamentary capacity.
Successful Representation of Client in Attorneys' Fees Dispute
Successfully defended client against a Motion for Attorneys' Fees seeking over $104,000 following a lawsuit contesting the validity of a trust amendment based on allegations of fraud and undue influence. The Court denied the motion and found the fee request was "objectively unreasonable."
Successful Defense of Publicly Traded Company in Defective Product Dispute
Representation of a publicly traded company in the oil and gas industry in jury trial and appellate proceedings against international shipping company in a multimillion-dollar claim relating to the supply of allegedly defective products and services.
