Taxation and Wealth Planning

Probate and Trust Law Litigation


  • gained a favorable ruling in representation of a beneficiary of an estate in seeking interpretation of a 1940s document, resulting in significant recovery by our client
  • represented a trustee in asking for declaratory judgment as to whether adopted children and their offspring were entitled to distribution of an $70 million trust
  • prosecuted successfully a surcharge case against a fiduciary found guilty of negligence/self dealing
  • defeated an action to remove a corporate trustee from management of a large community foundation
  • pursued successfully a life insurance carrier to win reinstatement of a multimillion-dollar policy held as a trust asset
  • sought ruling decades later on a 1929 trust regarding what law applied given that all circumstances and investment provisions were out of date
  • challenged the conduct of an executor resulting in his removal from a $100 million estate and the placement of our client as executor
  • defended executors of a $560 million corporate foundation against a motion to remove them
  • represented an incapacitated CEO of a steel corporation in a guardianship worth $14 million