News & Events

Successfully assisted individual trust beneficiaries in their efforts to remove and replace corporate trustees....

Numerous sales and acquisitions of buildings and other real estate for local and out-of-town buyers. Many of these transactions involved structures to provide tax advantages, inter-generational planning, or privacy...

Where a client trustee’s interpretation of certain language in a trust agreement was challenged by a trust beneficiary (potentially subjecting the trustee to significant liability), we successfully demonstrated that the...

Continued our practice of providing assistance to executives of major companies, including negotiation of an exit package for an executive whose company had been recently acquired by a venture fund. This transaction involved...

Successfully defended the fees charged by corporate fiduciaries when acting as trustees and guardians....