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Case Studies
March 16, 2016Asset realization
Asset realization
Appointed as Asset Manager in this Estate litigation matter to take possession and control of the only available asset. With the approval of the Court, the asset, real estate, was sold. We determined the appropriate distributions to the beneficiaries which was completed with the approval of the Court.
February 26, 2019Beneficiary search
Beneficiary search
Appointed Committee for the absentee Respondent beneficiary regarding her entitlement in the Estate.
September 16, 2019Estate Trustee
Estate Trustee
Court-appointed Estate Trustee as the person named in the Will recused herself and did not wish to act.
March 14, 2020 Limited Purpose Trustee
Limited Purpose Trustee
Court-appointed Limited Purpose Trustee to very quickly carry out specific activities in this Estate litigation matter and report to legal counsel for all parties.
February 1, 2023 EstateTrustee
Estate Trustee
Court-appointed Estate Trustee where beneficiaries are involved in litigation against each other and one of the beneficiaries who was named as Estate Trustee had to recuse herself.