Negotiated favorable settlement terms for a Trustee/beneficiary client on an aggressively litigated removal and surcharge petition involving a $20MM trust, whereby all rights and interests under the trust ultimately were assigned to client, client was able to eliminate any risk of future liability, and all of the claims in the petition were dismissed.
Obtained Court order confirming client as Trustee on an expedited basis and assisted client in the efficient recovery and successful preservation of more than $5MM in trust assets previously thought to be lost or otherwise uncollectible – including through the use of strategic litigation.
Led team in a multifaceted action to remove and surcharge co-trustees, and to invalidate several unauthorized actions, in a matter involving numerous trusts and trust-owned corporate entities with an overall value of more than $100MM.
Assisted client in the termination of two separate trusts holding more than $10MM in assets, including corporate and real estate interests, and simultaneously resolved litigation filed against Trustee by contingent remainder beneficiaries.
Successfully represented Trustees in undue influence and surcharge actions brought by trust beneficiaries, with claims ranging from $100k to more than $10MM, keeping the Trustees in place and allowing for the efficient administration of the Trusts.