Nothing makes us happier than recovering the inheritances & distributions our clients are owed. Here are a few of our successes.
Siblings were written out of inheritance after their father was taken advantage of by a non-family member. After filing a law suit, settlement was reached, re-incorporating clients back into estate plan, just as their father intended.
Our client’s wife passed away and wanted to leave him with part of her own inheritance from her parents. Her brothers and sisters refused to distribute her share of the estate after she passed away and claimed that our client was not owed any monies. At mediation, we settled for $462,500.
$1.2 Million Recovered
Trustee deprived beneficiary of $1.2 Million. Recovered entire amount for client.
Our client was named as a beneficiary in her best friend’s trust. Her friend’s siblings, who had control of the assets refused to recognize her interest. After four months of litigation, we reached a settlement for $460,000 on behalf of client.
Beneficial Interest in Estate Recovered
Client entirely disinherited of her 1/2 interest in
Client stood to inherit hundreds of thousands of dollars, but the Trustee refused to make the distribution. Obtained an early distribution for clients and timely distribution of remainder of inheritance: Approximately $700,000.
Our client [trustee] was sued for the theft of $900,000.00 of precious metals. Settled case for $33,000.00 during litigation.
Client was sued for breach of fiduciary duty for $400,000.00, for purchase of trust property below value. Case settled for $28,000.
Saved over $1.7 Million
Client sued for $1.8 million dollars for alleged breach of fiduciary duty as trustee and theft of trust property. Trial net verdict was $70,000 against client after trust reimbursed for legal fees. Savings of over $1.7 million for client.