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Successfully defended two will contests in $100 million estate- one from the Deceased’s ex-wife, the other from two of the Deceased’s four children. Trial court granted summary judgment in favor of defense, even though court found that drafting attorney may have engaged in undue influence in drafting will, and will left substantial bequest to drafting attorney's family.
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Successfully settled, on behalf of disinherited children of Deceased, a will contest involving several hundred acres of timberland, even though Deceased had been adjudicated competent days before executing last will and testament at issue.
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Successfully defended guardian, who was parent of adult ward, accused of serious malfeasance, including commingling of assets, improper expenditures, and failure to maintain proper records.
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Successfully settled action on behalf of surviving spouse, where husband’s residence was improperly transferred to husband’s mistress, during fifty year marriage.
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Successfully administered probate estate in excess of $20 million, including dozens of bank accounts and real estate parcels.
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Successfully defended undue influence / will contest case brought by siblings of Deceased, where accused undue influencer was next door neighbor of the Deceased and helped to procure the last will and testament at issue.
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Successfully settled partition action among rival siblings in highly contested lawsuit.
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Brought action to remove guardian for contempt of court for failing to close guardianship and comply with court orders. Guardian was removed and a Clark Skatoff attorney appointed as successor guardian.
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Obtained full and complete concession on behalf of child of Deceased, where another child of Deceased had changed the beneficiary designation on life insurance policy using power of attorney in violation of Florida law.
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Prevailed at trial court level on issue of whether a separate writing addressing personal property done in connection with old will could be admitted to probate in connection with new will. Trial court held that the old separate writing was nullified by the new last will and testament.
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Persuaded Internal Revenue Service to drop assessment for unpaid payroll taxes being asserted personally against Chief Financial Officer of company.
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Prevailed in bank interpleader case on behalf of child of Deceased, where another child was claiming entitlement to bank accounts at issue.
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Handled real estate closing dispute against closing agent, where proceeds from sale of Florida homestead property were allegedly paid to the wrong owner of the property.