Some Recent Results:
2008 & 2009 . . . . Coming soon.
2007, Ventura County Superior Court
$3,000,000.00 settlement – including significant punitive damages component – obtained in wrongful death and elder abuse action against residential care facility (after ‘piercing the corporate veil’ to force additional accountability by the truly culpable parties beyond the $2.25 million judgment already obtained)
2007, Los Angeles County Superior Court
$350,000.00 inheritance restored to rightful beneficiary following successful trial of trust contest invalidating wrongfully procured trust amendment benefitting caregiver (Probate Code § 21350 et seq.)
2007, Siskiyou County Superior Court
Conclusion of six-year saga resulting in the return to a family trust of deceased parents’ multi-million dollar cattle ranch properties wrongfully taken by ‘black sheep’ son and subsequent proper distribution of trust properties
2007, Los Angeles County Superior Court
Exceptionably favorable settlement obtained on behalf of wrongly accused trustee/beneficiary in trust contest
2007, Los Angeles County Superior Court
$450,000.00 settlement obtained for trust beneficiary wrongfully ‘cut out’ of her uncle’s estate plan due to the undue influence of the uncle’s paid caregiver, now his new wife
2006, Riverside County Superior Court
Successful invalidation of trust amendment requiring repayment of more than $1,000,000.00 to decedent’s trust estate (including return of substantial joint tenancy assets), for ultimate distribution to decedent’s original (i.e., pre-amendment) beneficiaries
2006, Santa Barbara County Superior Court
Approx. $400,000.00 settlement obtained on eve of trial in financial elder abuse lawsuit, representing repayment of nearly double the amount defendant was accused of wrongfully taking from his elderly relatives
2006, Boca Raton, FL (NASD Arbitration)
Successful recovery of elder’s losses resulting from financial advisor’s mismanagement of brokerage accounts
2005, San Joaquin County Superior Court
Approx. $750,000.00 settlement obtained during trial of trust contest, amounting to wrongful beneficiary essentially relinquishing her entire purported inheritance
2005, Los Angeles County Superior Court
$500,000.00 settlement obtained in trust and will contest alleging decedent’s purported living trust and last will (which left her estate to a charitable beneficiary, rather than to her three children) arose solely as a product of her incapacitating delusions
2005, Los Angeles (NASD Arbitration)
Successful recovery of elder’s substantial losses resulting from improperly placed investments
2005, Riverside County Superior Court
Successful recovery of elder’s multi-million dollar ‘investment’ in annuities, wrongfully-procured by her insurance agent