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…
Continue reading »Sued mutual fund company for losses
Client had significant money in several mutual funds with one mutual fund company. Client accessed her account online and discovered that nearly all of the funds in her account were no longer in the account. The mutual fund company performed…
Continue reading »Intention of trustee to secure a “housing benefit”
Client is a 70-year-old woman with significant mental disabilities. Client and her two sisters (one of whom was also disabled) were beneficiaries of a trust established by their father, of which the “non-disabled” sister was the trustee. The trust said…
Continue reading »Disinherited from father’s will
Alan represented the son of a 75-year-old man who changed his will three weeks before his death, to leave everything to his longtime companion who he had not married. At the time the father amended his will, he was in…
Continue reading »Alan settles sewage damage case for $1.35 million
I am pleased to announce that I have settled, on my clients’ behalf, a case arising from a substantial sewage backup at a condominium complex in Taunton. The defendants, including the City of Taunton, have agreed to pay a total…
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