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 had managed the mother’s finances, including her checking account. Alan represented the son, who was originally left one-half of the property. Alan initiated suit on the son’s behalf and the case was settled through mediation, with the daughter paying significant cash to Alan’s client as part of the settlement.
