BB&K Attorney Wins Trust Trial

29 Dec 2014 00:00:00 -0800

In re Gordon G. Jervis Trust, Best Best & Krieger LLP attorneyLauren Strickroth successfully represented Patricia Clayton, one of two co-trustees of the Gordon E. Jervis Trust, at trial in Riverside Superior Court. On Clayton’s behalf, Lauren asked the court to confirm the validity of a handwritten amendment to the trust, and to direct distribution of the trust pursuant to that amendment.

The other co-trustee obtained counsel and opposed the petition, arguing that the handwritten document was not a valid trust amendment. After a three-day trial, the court ruled on Dec. 22 completely in favor of Clayton. The court’s ruling will result in a significant change in the division of the trust’s assets to the four trust beneficiaries. In addition, the court identified Clayton as the prevailing party and invited a motion for attorney’s fees.

BB&K Attorney Defends Clients From Efforts to Remove Them as Trustees

22 Nov 2010 00:00:00 -0800

BB&K attorney Henry Welles of the Indian Wells office successfully defended in trial Merrill Lynch and Jason Rubin from efforts to remove them as trustees on a $30 million trust estate. The efforts to remove the trustees were the product of undue influence against a 97-year-old woman by some of her relatives. The trustees have sued to recover in excess of $2 million for financial elder abuse, and that case is still pending.

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BB&K Attorney Wins Trust Trial

BB&K Attorney Defends Clients From Efforts to Remove Them as Trustees