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.

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

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

Josh Ross represented the intended beneficiary of a trust after the trustee threatened to sell valuable property held by the trust.

Josh Ross 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 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.