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Experience
Trust & Estate Planning
Assisted business owners, executives, and various individual clients with business and estate planning needs to transfer an increased portion of their assets to beneficiaries on an after-tax basis by utilizing wills, living trusts, irrevocable gift and insurance trusts, family limited partnerships, and a variety of other probate avoidance and/or tax advantageous business entities.
Successful Defense of Estate Plan
Successfully defended the non-filing spouse of a business owner who was sued for the recovery of approximately $1.8MM in assets under equitable theories and state and federal fraudulent transfer law involving property she owned pursuant to long-standing estate plan. The matter settled for 10% of the face amount of the claims.
Replacement of Trustee
Represented a trust beneficiary in the disputed removal and replacement of a trustee over a trust valued in excess of $30MM.
Charitable Beneficiary's Trust Distribution Protected
Represented a charitable beneficiary of a multimillion-dollar trust in an action to ensure the appropriate distribution of proceeds where the testator had created a significant ambiguity in the trust.