Practice Areas: Trusts and Estates Litigation

The Firm is at home in Surrogate’s Court and in matters involving disputed legacies, defalcation or mismanagement by trustees or executors, and the like.
 
Representative Cases

  • Valencia Bartels de Nunez v. Valencia Bartels.  Representation of heir to multi-million dollar Panamanian corporation at trial in state court in Washington Parish, Louisiana, in legacy dispute involving Venezuelan and Panamanian law.
  • In Re Estate of Minton. Representation heir to Bloomingdale estate in proceedings to remove trustee for malfeasance in Surrogate’s Court in White Plains, New York.
  • Pro Bono Investments, Inc. v. Goldner.  Representation of estate in federal bench trial in Manhattan on claims for unjust enrichment arising from defalcations by decedent’s investment advisor.
  • Hallingby v. Hallingby.  Represented former spouse in dispute over entitlement to decedent husband’s survivor annuity benefits in federal court in Manhattan.

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