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.