Obtained favorable settlement on behalf of family members in litigation against beneficiaries of a decedent's trust to modify the frust to include family members unintentionally omitted.

Obtained favorable monetary settlement on behalf of a beneficiary of an estate in a will contest matter.

Successfully represented family members in conservatorship proceedings and successfully recovering property wrongfully taken from conservatee.

Have represented, assisted and advised individuals, institutional fiduciaries, and private professional fiduciaries in conservatorship proceedings. 

Successfully represented Trustees in contesting bequests to caregivers procured through undue influence and fraud.

Successfully obtained probate court approval of trust accountings covering a 12 year period and successfully defended Trustee against breach of fiduciary duty allegations made by remainder beneficiaries.

Successfully represented numerous individual and institutional trustees and personal representatives in the administration of trust and probate estates. 

Successfully protected the interests of numerous individual and charitable beneficiaries in the administration of trust and probate estates. 

Successfully obtained favorable settlement on behalf of the trustee of a $10 million plus trust estate in recovering property of the decedent wrongfully taken.

Obtained favorable settlement in conservatorship dispute among family members.

Have assisted numerous individuals and families in creating estate plans to meet their specific needs in an economic and efficient matter.