Articles on Representative Cases

Alan Settles Will Contest With Aknowledgement That Later Will Is Invalid

On May 4, 2012, Alan secured a settlement of a will contest for a client on terms highly favorable to the client. The client’s brother had executed a will in 2002, at which time the client and his brother owned…

Alan Reaches Settlement in Landlord Tenant Case Without the Need for Litigation

In a rare case that did not even require a lawsuit to be filed, Alan recently secured a monetary settlement for a client who had to vacate his apartment because the landlord had been ordered to correct violations of the…

Alan Secures Judgment in Complex Will Contest

What happens when someone produces a later will in an attempt to invalidate an earlier will that was already approved for probate?

Alan Scores Major Victory in Bankruptcy Case

Alan recently secured a favorable decision for a creditor client in a case in the U.S. Bankruptcy Court in Rhode Island that involved misconduct by the debtor. The debtor, himself a bankruptcy attorney, filed for bankruptcy in early 2010. He…

Alan Wins Arbitration on Novel Legal Issue Concerning Real Estate Deposit

On September 1, 2011, Alan secured an award for his client in an arbitration proceeding which raised a question of first impression in Massachusetts: What happens when a buyer gives a deposit on real estate to the seller’s real estate…

Challenge the amendment of a trust

Clients are two of three children of a woman who died in 2007. In 1994 the decedent prepared a trust that sought to evenly divide certain bank and brokerage accounts equally among the three children. In 2006, the decedent amended…

Alan wins arbitration in condo dispute

In February, 2011, Alan prevailed on behalf of his client in an arbitration resulting from a dispute between the owners of a two-unit condominium. Alan’s client (who brought the case) had desired to renovate her unit, and in connection with…

Misconduct in management and use of Trust

Case Summary: Alan represented a disabled woman in her 60s was the beneficiary of a trust that required the trustee, her sister, to provide a “housing benefit” for her. The trustee owned and managed a home in which both she…

Sued attorney on condominium sale

Clients sold a condominium unit in South Boston and took back a second mortgage from the buyer. The borrower subsequently sold the unit to his attorney, who failed to arrange for the payoff of the client’s mortgage in connection with…

Challenge the amount of trustee’s and trust attorney’s fees

Case Summary: Alan represented the beneficiaries of a trust, which was administered for more than 15 years. When the trust was to be liquidated, the trustee provided a proposed accounting and asked that the beneficiaries sign off on the accounting. …

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