Representative Matters

  • Represents high net-worth individuals in solving complex estate and gift tax issues to resolve the issues inherent in the transfer of family wealth and family businesses.
  • Represents high net-worth individuals in a myriad of estate and tax planning issues including trust and estate administration, probate, and gift tax areas.
  • Represented a successor trustee in a probate matter involving attorneys’ fees disputes and distribution issues.
  • Successfully defended major corporate trustee in suit by beneficiaries seeking $100 million in surcharge damages and other relief.