Trust & Estate-Related Litigation

14 02, 2017

Bessemer Trust

Defended Bessemer Trust when it came under attack from a father who wanted gain access to substantial assets held in trust by Bessemer for the benefit of his children.   After failing to gain [...]

14 11, 2016

In re Carter Testamentary Trust

Successfully tried the case on behalf of the beneficiary of family testamentary trust against co-beneficiaries over the distribution of proceeds from a trust. After a bench trial, the client prevailed, entitling him to [...]

30 06, 2016

Frederick v. BHP Billiton Petroleum (Americas), Inc. et al.

Represented BHP Billiton in a lawsuit brought by an individual claiming to own an interest in leases covering BHP Billiton’s property.  The case involved interpretation of complex wills and estate documents, and the [...]

27 06, 2016

The Interfinancial Corp. v. Simon Jacobson, in his Capacity as Executor of the Estate of Marcel Degraye, Deceased

Counsel for defense representing executor of an estate in a suit alleging breach of fiduciary duty, fraud and a request for an accounting by a company against its deceased founder. Plaintiff originally demanded [...]