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News


View our list of notable cases and transactions:

Successfully re-established the existences of a lost trust, thereby preserving the sole beneficiary’s entire inheritance.

 

Successfully transferred title of decedent’s real property back into the trust in order to avoid a lengthy probate administration.

 

Petitioned Court to removed a co-administrator of an estate administration who had lost capacity to continue as a fiduciary.

 

Petitioned Court to re-open a probate case that was previously closed after additional assets belonging to the estate were discovered.

 

Prevented the foreclosure of real property, which preserved a substantial estate asset for the family to probate.

 

Drafted a pour-over will and revocable trust for husband and wife that needed to include planning for personal investments and investments held in several partnership entities.

 

Drafted a Certification of Trust, which concealed the private language of a trust, but allowed the trustee to refinance real property with a lending institution.

 


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