Probate & Fiduciary Litigation
- Represented a prominent media executive in his capacity as trustee of a nine-figure family trust in a dispute in Massachusetts Probate Court regarding the interpretation of core trust terms.
- On behalf of the personal representative and lifetime beneficiary of a multimillion-dollar estate, prevailed on four motions to dismiss and defeated three appeals in two underlying disputes with the son of our client’s late husband.
- Represented a high-net-worth grantor of a multimillion-dollar estate in disputes in multiple jurisdictions (Massachusetts, Florida, and Alaska) regarding capacity claims, the proper distribution of assets, and fiduciary accounting disputes.
- Represented a high-profile retail executive in an estate dispute concerning several hundred million dollars worth of complex assets, resulting in a global resolution of interests in multiple trusts.
- Represented an heiress-at-law to the billion-dollar estate of the co-founder of a well-known technology company in a hotly contested multiparty will contest, resolving the dispute on favorable confidential terms.
- Achieved a total victory for an octogenarian in a proposed conservatorship and related elder abuse case in California, in addition to coordinating a divorce action, defeating petitions for temporary and general conservatorship, and forcing the withdrawal of elder abuse petitions.
- Represented the founder of a well-known financial news website and a direct heir of Greta Garbo in a bitter trustee dispute with the client’s siblings.
- Represented the heir to a family fortune built across multiple generations in staving off a California-based conservatorship threatened by the client’s sister.
- Represented an executor in asserting undue influence claims against an agent of the estate.
- Represented an executor and trustee in defending against claims that he unduly influenced his mother’s estate plan and achieved a successful resolution and separation of family interests.
- Represented a professional caretaker in an undue influence claim related to the ownership of a valuable historic property in Boston’s North End.
- Represented two individuals in a probate case brought by their child, alleging breaches of fiduciary duty, conflicts of interest, and mishandling of assets placed in a trust (of which the child was a beneficiary).
- Successfully represented an individual with respect to a guardianship proceeding against our client.
Case Study
Mintz attorneys from our Private Client and Complex Commercial Litigation practices successfully represented a client in numerous lawsuits and appeals brought by her stepson, who had no legally protected interest in his late father’s estate.