Category Archives: Probate 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 … Continue reading
Alan Secures Judgment on Complex Will Contest
In a recent court decision, Alan secured a judgment for his clients in a will contest involving a novel issue: What happens when someone produces a later will in an attempt to invalidate an earlier will that was already … Continue reading
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 … Continue reading
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 … Continue reading
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. … Continue reading
