Trust & Estate Litigation

Courts often are required to intercede to resolve disagreements that can divide families and affect trusts, and the firm is experienced in representing both families and institutions in these and related disputes. To protect clients’ interests, the firm relies on its experience and strength to represent clients both in and out of the courtroom, as appropriate. The firm provides the individualized attention necessary in these often delicate and personal situations. Bill has years of experience resolving these kinds of difficult matters.

Bill’s notable cases include:

$500K settlement for a charity against organization’s splinter group

A splinter group of a non-profit 501(c)(3) Boston-based charity sought to claim valuable real estate and other property after the trustees disagreed on how to dispose of the assets. Representing the majority members and trustees, Bill secured a summary judgment in favor of his clients, against the splinter group which had affiliated with a competing national group. This led the way to a successful settlement shortly thereafter.

$300,000 settlement for beneficiary of estate/trust:

After a parent died, the siblings and other heirs and relatives were unable to agree to the proposed allocation of the estate and related trusts, despite extensive estate documents. The matter was mediated informally, including a targeted and detailed forensic accounting review and related strategic review. The parties settled prior to litigation with Bill’s clients obtaining a favorable settlement.

$100,000 Superior court litigation settled for plaintiff beneficiaries:

The beneficiary heirs brought suit to recover the title to a condominium and fees paid to a trustee defendant. The trustee was accused of undue influence, unjust enrichment and misappropriation regarding estate of the infirm settlor. The matter settled during the jury trial in Superior Court.

$100,000 Settlement for international investment bank client

A trust department trustee arranged for certain monies to be advanced by investment bank against illiquid, but valuable real property to assist in running the trust and to provide for infirm beneficiaries. Upon resignation of Trustee, and proposed disposition, contingent and distant heirs/beneficiaries sued to limit recovery of monies advanced by the Trustee investment bank. Though there were certain defenses possible, Bill was able to obtain a settlement of the full recovery for his client during the Probate and Family Court litigation.

$80,000 jury-waived verdict for dispossessed mother

Bill represented the plaintiff siblings who reluctantly were forced to sue another sibling for fraudulently transferring their mother’s home, insurance policies and monies. The claims included undue influence and forged checks, insurance policies and the deed. Bill obtained the grant of an ex parte order rescinding the home transfer, and a freezing of the accounts. The matter was tried to a judge and the judge awarded all the relief sought and also an award for intentional infliction of emotional distress.

Settlement of dispute over family trusts paves way for reconciliation

Siblings in a number of disputes regarding their infirm mother and her assets, were unable to agree on how to manage and allocate the proceeds from two other trusts. Though the family had been distributed substantial funds from still other trusts, the parties did not agree upon the accounting for the disputed trusts. During probate litigation, Bill entered negotiations that enabled parties to “save face,” and provided that the family could move beyond the dispute.