The practice has engaged in a wide variety of trust and estate litigation on a variety of topics:
- Recovered six figures on behalf of a trust beneficiary when the trustee who was an equal beneficiary failed to account for certain trust assets
- Reformed an irrevocable trust document which had been improperly drafted by counsel
- Successfully defended a claim of undue influence against a beneficiary of a trust
- Recovered high six figures on behalf of a former cohabitant under theories of equitable relief
- Recovered six figures on behalf of an Executor under a contract owed to the decedent’s estate
- Successfully decanted an irrevocable trust to convert an outright distribution into a trust for the “best interests” of the beneficiary
- Set aside a death bed redesignation of IRA beneficiary where the owner of the IRA did not have capacity
- Successfully defended a property manager who was also the trustee against claims of mismanagement and undue influence
- Settled a number of contested claims on terms reasonable to all parties involved
For More Information
We welcome you to contact Mark T. Neil & Associates for more information about our estate and trust litigation practice.
