Estates & Trusts Litigation

The stakes are often high, with immense wealth and emotional issues taking center stage. These disputes often involve entanglements with family owned partnerships or corporations. 


Estates & Trusts Litigation Representative Matters

  • Represented a beneficiary of a turn-of-the-century testamentary trust that had grown to $135 million.  The last income beneficiary of the trust had died and, pursuant to the terms of the trust, the trust principal was to be distributed to the then-living heirs. The issue being litigated involved whether the decedent intended to include as beneficiaries a family tree line of a predeceased child. 
  • Represented the family of psychologically impaired former attorney who left his entire estate to his accountant and investment advisor under suspicious circumstances prior to committing suicide.
  • Represented four daughters of an elderly couple who unwittingly signed over the deeds to their income-producing apartment complexes to their son, who also served as their accountant and financial advisor.  The son claimed his parents wanted him to have the properties and were being manipulated by his sisters after the fact; the daughters alleged that their brother misrepresented the documents and tricked his parents into signing them.

Hosted on the FirmWise platform.

© Cole Schotz P.C.


The materials on this site have been prepared by Cole Schotz P.C. for general informational purposes only and are not intended to constitute legal advice. Viewers should not act upon this information without seeking professional counsel on the specific facts and circumstances in question from an attorney licensed in their jurisdiction. Use of this site does not create an attorney-client relationship between the user and Cole Schotz or any lawyer(s) within the firm. Any information sent to Cole Schotz or its lawyers through this site will not be treated as confidential and is not protected by the attorney-client privilege.

© Cole Schotz P.C.

Attorney Advertising

This website is an advertisement for a law firm. Statements and previous outcomes do not imply similar results in your matters.

© Cole Schotz P.C.


Thank you for your interest in our publication. Please fill out below and a copy will be sent to your email address.