Successfully prevailed in multiple institutional trustee litigation
Successfully prevailed in multiple institutional trustee litigation involving issues from instructions on trust interpretation (petitions for instructions), equitable reformation of trust documents, including those that were when suit was filed roughly a century old, to application of law to the date of existing testamentary documents (decades old), to removal of trustees and adjustments to trusts with outdated trust language that required an upgrade to keep pace with current institutional trends and procedures.
Related Professional
- Partner