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In Brief: A Digest of Trust and Estate Fiduciary Litigation Projects

Client Success
  • Represented Midwestern trust company in seeking approval of trustee fees in the face of numerous allegations of breach of fiduciary duty asserted by beneficiaries, first in an arbitration spanning more than two years. In his 88-page opinion, the arbitrator ruled in favor of the trustee on all issues;
  • Defended the same trust company in a subsequent probate court trial, which resulted in a 127-page decision following 20 months of deliberation. The court found in favor of the trustee on all key issues in the case.
  • Defended corporate and individual trustees in a 60-day arbitration against numerous claims of breach of fiduciary duty, concluding in a decision in favor of clients on all claims.
  • Represented a leader in the grain and transportation industries by obtaining summary judgment on breach of fiduciary duty, fraud and monopolization claims, leading to a favorable settlement.
  • Defended individual trustee in an action involving multiple trusts and numerous claims of breach of fiduciary duty concluding in the plaintiffs dismissing their case.
  • Represented directors and officers of bank in negligence and breach of fiduciary duty action brought by FDIC;
  • Represented company and controlling member of LLC in wrongful discharge and breach of fiduciary duty lawsuit. Obtained favorable settlement for client.
  • Advised a Fortune 500 bank holding company regarding trust and estate litigation matters.