Trust Beneficiary Defense
Josh Ross represented the intended beneficiary of a trust after the trustee threatened to sell valuable property held by the trust.
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Josh Ross represented the intended beneficiary of a trust after the trustee threatened to sell valuable property held by the trust.
Learn MoreJosh Ross and Nadia Dahab represented the trustee of a family trust facing claims of breach of duty and mismanagement of trust assets.
Learn MoreJosh Ross represented the co-Trustees of a family trust which held several million dollars of real estate assets defend against claims of breach of duty and fraud brought by a family member.
Learn MoreStoll Berne attorneys Josh Ross and Jen Wagner represented a beneficiary of several family trusts in two related litigation matters.
Learn MoreStoll 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 MoreJosh 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 MoreGary 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 MoreGary 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 MoreIn 2009, Stoll Berne attorneys Gary Berne and Jen Wagner received a favorable judgment in a will contest trial.
Learn MoreJosh Ross represented the intended beneficiary of a trust after the trustee threatened to sell valuable property held by the trust.
Josh Ross and Nadia Dahab represented the trustee of a family trust facing claims of breach of duty and mismanagement of trust assets.
Josh Ross represented the co-Trustees of a family trust which held several million dollars of real estate assets defend against claims of breach of duty and fraud brought by a family member.
Stoll Berne attorneys Josh Ross and Jen Wagner represented a beneficiary of several family trusts in two related litigation matters.
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.
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.
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.
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.
In 2009, Stoll Berne attorneys Gary Berne and Jen Wagner received a favorable judgment in a will contest trial.