- Successfully defended the integrity of a hand written will that had been challenged as ambiguous. After trial, litigation attorneys from Ferguson Law Group obtained a determination from the Sixth District Court of Appeal that our client is sole beneficiary of an estate valued at approximately $20 million. https://casetext.com/case/estate-of-hinz-v-barclay
- Obtained an appellate court order upholding a lower court’s trust interpretation that was favorable to our client, a co-trustee acting with two of his brothers in the management of a trust that owned multiple commercial properties and was valued in excess of $30 million.
- Representing a client whose wife passed away during divorce, we were able to negotiate the return of assets taken by the wife including the client’s share of a home valued in excess of $4,000,000.
- Suspended a trustee who lent himself $400,000 of a beneficiary’s assets held in trust
- Successfully admitted to probate a will that had been shredded after the Decedent’s death. Then negotiated the settlement of a contest to the will whereby our client and is siblings inherited the estate, valued in excess of $5,000,000.
- Asserted the rights of a client whose ex-husband died prior to transferring assets awarded to her in their divorce. On the eve of trial, San Jose litigation attorneys from Ferguson Law Group secured a settlement valued at more than $700,000 for the client.
- Obtained a judgment for a trust beneficiary against the trustee who breached his duty of loyalty to the beneficiary. The judgment was in excess of $130,000 and included an award of attorney fees.
- Represented an estate administrator in defending the Decedent’s will against allegations of forgery. The settlement upheld the validity of the will and a gift of more than $2,000,000 to the Gates Foundation.
- Without filing any legal pleadings, attorneys from Ferguson Law Group negotiated a settlement worth more than $1,000,000 to our clients as beneficiaries of their mother’s IRA account.
- Negotiated the return of annuities valued at $400,000 to a 90 year old client who had been taken advantage of by an annuity salesman.
- Attorneys from Ferguson Law Group represented a husband sued for allegedly stealing millions of dollars while he was acting as conservator of his wife’s estate. We negotiated a favorable settlement that allowed for the termination of the conservatorship, dismissal of all proposed penalties and, most importantly, the family remained intact.
- Settled on the second day of trial a dispute regarding a trustee’s accounting and secured the trustee’s liability to our clients as trust beneficiaries.
- Negotiated a client’s early termination of their commercial lease, which saved the company approximately $100,000.
- Defended a trustee against claims brought by his step-brother for allegedly making improper loans to the client’s business with trust funds. San Jose litigation attorneys from Ferguson Law Group negotiated a favorable settlement allowing the settlement proceeds to be repaid to the trust over time without damaging client’s business.
- Represented a trust beneficiary whose brother failed to account and distribute trust assets. Litigation attorneys from Ferguson Law Group successfully suspended the trustee via court order then negotiated a settlement whereby the trustee returned funds stolen from the trust.
- Suspended a trustee and forced the sale of a condominium through court order. The condominium was a trust asset and the trustee refused to vacate or pay rent for 4 years up to that point. We obtained a settlement that provided our client with damages for past due rent and permitted her to sell the condominium as temporary trustee.
- Through mediation, negotiated the settlement of a will contest allowing our client to receive her entire intestate share of her father’s estate without filing any legal pleadings or having to appear in court.
- Obtained a court order for a client nullifying power of attorney obtained through improper means and reinstating our client’s power of attorney for her mother.
- The step-children of a decedent learned that shortly before their step-father’s death, one of his children convinced the decedent to sign a trust disinheriting our clients. Attorneys from Ferguson Law Group sued for financial elder abuse and undue influence and were able to obtain a favorable settlement for the clients in mediation.
- WILL CONTESTS
- TRUST CONTESTS
- FIDUCIARY REPRESENTATION
- BENEFICIARY REPRESENTATION
- INTERPRETATION ACTIONS
- ELDER ABUSE
- FORGERY
- UNDUE INFLUENCE
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