Court Sides With Alan On Novel Legal Malpractice issue
In an issue of first impression, a court has sided with Alan’s client in a case in which he represents an executor who has sued the attorney for the decedent for malpractice in his drafting of the decedent’s will. The…
Continue reading »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?
Continue reading »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…
Continue reading »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…
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 »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…
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 »Right to sue the mother’s attorney for malpractice
Clients are four of five children of a woman who died in 2003. The fifth child—the clients’ sister—was the only one of the children living with their mother as an adult. Approximately three weeks before the mother’s death, the sister…
Continue reading »Challenging the amendment of a trust
Case Summary: The daughter of an 85-year-old woman brought her mother to the daughter’s attorney for purposes of having the mother amend a trust so as to leave certain real estate in the trust solely to the daughter. The daughter…
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