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.
- Represented Shari Redstone in highly contentious litigations in Delaware and Massachusetts Probate Court concerning the corporate governance of Viacom, Inc., including the proper composition of the Viacom Board. Negotiated a global settlement that dismissed the lawsuits against Shari Redstone and related parties and affirmed the reconstitution of the Viacom board.
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.