Member
CurrentTrust and Estate LitigationOn behalf of a trust beneficiary, secured judgment dismissing claims of mistake and fraud by a trust grantor seeking to rescind an intervivos trust valued in excess of $8 million;Prosecuted claims of breach of fiduciary obligations and self-dealing against a trustee resulting in his removal and a $2.9 million surcharge in favor of the client-beneficiaries; Represented beneficiaries of an estate where the Executor failed to account for a multimillion-dollar business interest claiming that the interest was transferred to him prior to the decedent’s death. The Executor made a significant settlement offer prior to trial;Successfully established claims against a trustee related to his mismanagement of the trust resulting in his removal and recovery of the trust losses for the client-beneficiaries;Represented an educational institution in a will contest achieving a significant settlement at trial;Regularly represents fiduciaries, including corporate fiduciaries, in matters ranging from more routine trust and estate administration issues to complex contested accountings;Represents clients in a variety of proceedings in Surrogate’s Court, including trust and estate discovery proceedings and will contests.Commercial LitigationRepresented a shareholder in a business dissolution proceeding based on fraud and oppression by other shareholders resulting in the client achieving his goal of remaining the sole shareholder of the highly successful business;Represented a precision tool manufacturer in a technically complex breach of contract action related to a machine tool purchase. Obtained a successful verdict following trial and judgment in excess of $1 million;Successfully represented a U.S. biodiesel manufacturer against a German biodiesel production plant manufacturer with respect to claims related to the failure of a biodiesel production plant to produce at the quantity and quality specified in the parties' contract.
