Elder abuse/financial exploitation/tortious interference with testamentary intentions case
Obtained million-plus recovery for elderly client in Florida case involving substantial assets transferred to an adult child and her spouse.
Will contest/trust contest/undue influence case
Obtained million-plus recovery for family members in Florida case involving allegations that elderly grantor’s will and trust had been revised as the result of undue influence, and that other family members had financially exploited grandmother before her death and had tortuously interfered with the testamentary expectations of other family members.
Elder abuse/ financial exploitation/asset recovery/tortious interference with testamentary intentions case
Obtained six-figure recovery for elderly client in case in which substantial assets had been transferred from client to one adult child and her family. The litigation spanned multiple states, in both federal and state courts, and included guardianship issues.
Breach of trust/removal of trustee/accounting case
Assisted client with removing trustee and obtaining accounting in case involving allegations that family member, in role of trustee of family trust, engaged in self-dealing and embezzlement, and had financially exploited elderly father who suffered from diminished capacity.
Florida will contest/trust contest/undue influence case
Defended client against claims brought by adult child alleging that client had financially exploited her longtime husband (and child’s parent) and cut child out of the will.
Contract-to-make-a-will/trust dispute/ undue influence case: Obtained multimillion-dollar recovery for client who had received written promises of specific devises in grantor’s trust, but was later written out of the trust by family members/interested parties using a power of attorney.
