Some representative cases of our attorneys over the years:
Our attorneys have prepared hundreds of comprehensive estate plans for clients, comprised of thousands of documents, covering millions of dollars of assets.
When it comes to your family and estate plan, experience matters.
In a case of where the prior corporate trustee (with huge resources and an international law firm on their side) breached their fiduciary duties, Joe was able to get his client appointed as successor trustee, demanded compensation from the former corporate trustee for the losses incurred, and recovered hundreds of thousands of dollars in settlement, all without even filing a petition against the former trustee.
In a case where temporary co-conservators, who were complete strangers to the elderly Conservatee, had been appointed, Joe guided the Conservatee's close friend and neighbor in seeking their own appointment and the removal of the stranger co-conservators. Upon an evidentiary hearing, the Conservatee's friend prevailed and has successfully served as conservator ever since.
In a Trust litigation and administration matter involving multiple actions between his client and the surviving spouse of the client's father, Joe worked out a global settlement of the matters and the allocation and transfer of $25+ million in rental properties to carry out the terms of the settlement.
In a matter where Joe represented a professional fiduciary client seeking appointment as Administrator of a $10+ Million Estate, a "friend" of the Decedent objected to the appointment and attempted to have a different purported "Will" admitted to Probate. Through briefing and argument at Court, the "friend's" challenge was defeated and the professional fiduciary was successfully appointed as Administrator.