Representative Cases

Investment Fraud

Represented client who was sold inappropriate life insurance policies to generate commissions with loss to client resulting in settlement

Business Disputes

Represented organics company against former co-owner for trade secret violations and breach of merger agreement due to fraudulent representation of value of predecessor

Represented a client against family members who took advantage of her in a family owned business

Breach of Purchase Agreement for Commercial Property

Represented seller of commercial property in action for breach of purchase and sale by buyer

$3.2 Million Jury Verdict

Represented a precious metals dealer in an action for breach of contract and fraud from failure to pay for gold delivered. Obtained $3.2 Million Jury Verdict in favor of Client.

Six week Jury Trial

Defended Clients in a partnership dispute in a six week Jury Trial against claims of breach of fiduciary duty, constructive fraud and fraud.

Trust Litigation

Represented three sisters against their brother in actions for breach of payment under promissory notes, constructive trust over family assets used for Brother's benefit and failure to properly administer sale of family business to intentionally defective grantor trusts.

Represented trustee against allegations of breach of fiduciary duty by family member

Breach of Contract Jury Verdict

Represented a small business in breach of promissory note action and defended a cross complaint against Client for breach of contract and obtained dismissal of fraud claim.


Trust Matters


GRATs

Worked closely with family to create and administer grantor retained annuity trusts to effectuate significant transfer of wealth to the next generation.