Estate Tax Malpractice

Stoll Berne attorney Tim DeJong represented the plaintiff taxpayer in an estate tax malpractice suit against an accounting firm for negligence in the late filing of an estate tax return. A settlement was reached prior to trial and plaintiff recovered 88% of her tax liability.

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Co-Trustee Dispute

Stoll Berne lawyer Josh Ross represented one of two co-trustees in a dispute between them regarding administration of trust assets.

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Estate Litigation

Josh Ross represented the Personal Representative of an estate pursue claims for unpaid debts owed to the estate.

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Family Trust Litigation

Stoll Berne attorney Josh Ross represented a beneficiary in a dispute with the trustee of her father's trust after discovering that the trustee had modified the trust to reduce our client's intended inheritance. Learn More

McCorkle vs. Nerenberg

Josh Ross, working with a local estate planning law firm, represented the beneficiary of a family trust in a lawsuit seeking to recover over $1.5 million from the co-trustees of the trust. Learn More

Representation of Victims of Financial Fraud

Gary Berne has represented victims of financial fraud in individual cases and class actions, ranging from claims against brokerage firms to matters involving derivative securities, real estate, TICs, annuities, tax shelters, and offshore scams. Learn More

Family Trust Litigation

Gary Berne and Josh Ross represented three adult beneficiaries of a family trust to successfully defeat attempts by a successor trustee to amend the trust in ways that would have harmed our clients' interests. Learn More

Estate Tax Malpractice

Stoll Berne attorney Tim DeJong represented the plaintiff taxpayer in an estate tax malpractice suit against an accounting firm for negligence in the late filing of an estate tax return. A settlement was reached prior to trial and plaintiff recovered 88% of her tax liability.

Read More »

Co-Trustee Dispute

Stoll Berne lawyer Josh Ross represented one of two co-trustees in a dispute between them regarding administration of trust assets.

Read More »

Estate Litigation

Josh Ross represented the Personal Representative of an estate pursue claims for unpaid debts owed to the estate.

Read More »

Family Trust Litigation

Stoll Berne attorney Josh Ross represented a beneficiary in a dispute with the trustee of her father’s trust after discovering that the trustee had modified the trust to reduce our client’s intended inheritance.

Read More »

McCorkle vs. Nerenberg

Josh Ross, working with a local estate planning law firm, represented the beneficiary of a family trust in a lawsuit seeking to recover over $1.5 million from the co-trustees of the trust.

Read More »

Representation of Victims of Financial Fraud

Gary Berne has represented victims of financial fraud in individual cases and class actions, ranging from claims against brokerage firms to matters involving derivative securities, real estate, TICs, annuities, tax shelters, and offshore scams.

Read More »

Family Trust Litigation

Gary Berne and Josh Ross represented three adult beneficiaries of a family trust to successfully defeat attempts by a successor trustee to amend the trust in ways that would have harmed our clients’ interests.

Read More »