Litigation “Venture Capital”: Contingency Fees in Probate Litigation
The growing income inequality between the very wealthiest Americans and the middle and working classes have made legal services more and more of a province of those who can afford attorneys and not those who need them. Fortunately, contingency fee…
Continue reading »The derivative lawsuit: A little-used weapon against estates
When you step back and think about it, the administration of an estate carries with it the potential to provoke disagreement between the estate and its heirs. The personal representative (formerly known under prior law as the execturor) has the…
Continue reading »Alan Secures Victory For Widow in Bitterly Contested Estate Dispute
An arbitrator has issued a decision in favor of Alan’s client in a bitterly disputed, lengthy case that has its roots in events that occurred in the early 1990s. In late 1992, Gloria died without a will. Gloria’s husband, Peter,…
Continue reading »Alan Successfully Strikes Affidavit of Objections in Will Contest
Alan was recently successful in persuading the Norfolk County Probate Court to strike an affidavit of objections in a will contest, thus ending the challenge to an amended will. The challenging parties filed a lengthy affidavit, setting forth what they…
Continue reading »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 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 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 »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. …
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