Case Results


Negotiated favorable settlement terms for a Trustee/beneficiary client on an aggressively litigated removal and surcharge petition involving a $20MM trust, whereby all rights and interests under the trust ultimately were assigned to client, client was able to eliminate any risk of future liability, and all of the claims in the petition were dismissed.


Obtained Court order confirming client as Trustee on an expedited basis and assisted client in the efficient recovery and successful preservation of more than $5MM in trust assets previously thought to be lost or otherwise uncollectible – including through the use of strategic litigation.


Led team in a multifaceted action to remove and surcharge co-trustees, and to invalidate several unauthorized actions, in a matter involving numerous trusts and trust-owned corporate entities with an overall value of more than $100MM.


Assisted client in the termination of two separate trusts holding more than $10MM in assets, including corporate and real estate interests, and simultaneously resolved litigation filed against Trustee by contingent remainder beneficiaries.


Successfully represented Trustees in undue influence and surcharge actions brought by trust beneficiaries, with claims ranging from $100k to more than $10MM, keeping the Trustees in place and allowing for the efficient administration of the Trusts.


Obtained a defense victory for multi-national client through jury trial and subsequent appeal in a $40MM contractual dispute involving a complex commercial transaction.


Creatively settled a contentious fraud and misrepresentation matter involving the purchase of a commercial entity in a manner that resulted in a net benefit to the client of approximately $500,000.00 more than would have been available through victory at trial.


Participated in the successful defense and litigation of a $50MM lawsuit involving multiple real estate and commercial entities in a complex dispute over asset allocation and entitlement.


Represented the beneficiaries in the resolution of a complex trust dispute involving multiple sub-trusts, several LLCs, and over $250MM in combined trust assets.
On behalf of Trustee, defeated multiple motions for TRO and preliminary injunction, and removed a Lis Pendens, thereby allowing Trustee to liquidate Trust property for the benefit of all beneficiaries.
As General Counsel, played an integral role in supporting the expansion of a small fitness company in Orange County into an international business with more than 2,500 instructors worldwide; provided guidance on all aspects of corporate structure, contracts, marketing issues, business development, and litigation.