Taxation & Wealth Planning

Fiduciary 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decades later on a 1929 trust regarding what law applied given that all circumstances and investment provisions were out of date.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.