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$280,000 verdict against professional trustee who mishandled family trust fund. Tehama County. Professional trustee used funds of clients for his own investment company. Published Jury Verdicts Alert, 2012
Sometime in the fall of 2002, our client's brother John C made an appointment to visit an estate planning attorney. Prior to the appointment, John C had handwritten certain amendments he wanted to make to his prior Trust and also drafted a handwritten holographic codicil to his will. In accordance with J C?s wishes, the attorney prepared the trust instruments, and forwarded these documents to John C by mail. John C received the letter and enclosed documents. However, John C did not sign the documents. Prior to his death, however, John C expressed his belief to his friend and physician and to relatives that he had made a change to his will and trust in which he named his brother, our client, Thomas C sole beneficiary and Trustee. We argued that the handwritten changes were a valid amendment to the prior trust. Prior to trial, the case settled in our favor for a seven figure amount.
In the Matter of the Gusti and Dorothy Rossi Trust, Napa County Superior Court, Case Number 26-25651 Freedman Law Firm represented the daughter of Gusti and Dorothy Rossi who is a trust beneficiary of the Gusti and Dorothy Rossi Trust. Dorothy Rossi filed a Safe Harbor Application to avoid the No-Contest clause of the Gusti and Dorothy Rossi Irrevocable Trust. Petitioner proposed to commence a Petition for Reformation of the Trust on the grounds of mistake of fact or law, and sought to modify the Trust substantially changing distribution to the daughter. Prior to trial the matter was settled and distribution was made to the daughter.
Estate of Melvin Ward, San Francisco County Superior Court, Case Number PES-00-281052. Michael E. Freedman represented trust beneficiaries of the Trust of Elizabeth Ward. The beneficiaries made a claim under Probate Code Section 850 to set aside and cancel a Grant Deed, drafted and executed by the son of Elizabeth Ward, transferring to himself the trust real property. Prior to trial, the parties settled, and the Deed was set aside.
$227,000 verdict for Petitioner John C. Taylor, Jr. Estate of Lorenzo Ferneil, Superior Court of California, County of Alameda, Case Number: 234724-4. Michael E. Freedman represented John Taylor, Jr. in a will contest trial which commenced on April 8, 1991. Rosie Lee Williams, the sister of the decedent, Lorenzo Ferneil, was the proponent of a will which left the estate of over $227,000.00 to her. Mr. Taylor proved that the will was presumed revoke, and that Mr. Taylor was the stepchild of Lorenzo Ferneil. Judgment was in favor of Mr. Taylor entitling him to inherit the estate of Lorenzo Ferneil by intestate succession.
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Court Appointed Judicial Arbitrator for the San Francisco County Superior Court. Arbitrated more than 20 Superior Court cases.
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