Trust and Estate Litigation

George represents private fiduciaries, trustees, beneficiaries, and third parties in trust disputes. Results he has obtained include:

George represented a successor trustee against a predecessor trustee who had day-traded 20 million dollars of stocks of a trust for the benefit of two minors. The trustee had concealed his day-trading by refusing to provide information or an accounting to the minors’ guardian. After a four-week trial the court found that the trustee had breached his fiduciary duties, including the duties of loyalty and to report to the beneficiaries. The trustee was ultimately removed after appeal.

George represented a beneficiary involving a trust which operated businesses with over $75 million annual revenue. He successfully arbitrated twice and then mediated the dispute over the beneficiary’s 51% interest in the trust. He also prosecuted and defended two lawsuits on behalf of the beneficiary over the course of four years. The client obtained his majority interest at the conclusion of the dispute.

George defended the third wife of decedent settlor of trust in a trust challenge brought by the decedent’s three adult children. After a year of depositions, motions, and responding to aggressive litigation tactics, the matter settled favorably for the client at mediation.