Client Successes

In Re: Conservatorship of Cira Ross

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.