Controversie su Fondi e Proprietà

Overview


Chambers HNW 2018

For more than a quarter of a century, McDermott’s trust and estate controversy team has been a full-time, full-service group of lawyers, representing fiduciaries and other parties involved in will contests, trust contests, will and trust construction and reformation suits, and other fiduciary litigation.

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Results


Defending Executors and Trustees

  • A corporate trustee of a charitable trust in the successful defense against accusations of mismanaging a $250 million trust by favoring family beneficiaries over charities, with claims dropped in settlement, pending summary judgment
  • A corporate trustee in a successful defense in response to accusations of mismanaging investments of a $5 million trust invested 92 percent in equities during the “bubble burst” of the investment markets in the year 2000, with the case dismissed on motion due to various defenses, including the prudent investor rule “no result oriented” standard of conduct
  • A corporate trustee with a successful defense upon receipt of ESOP sale proceeds from a grantor’s stock, after the ESOP collapsed with the company, subsequent to a sale, resulting in no liability for the trustee or trust due to operation of various statutes of limitation, including failure to timely reopen the grantor’s probate estate to pursue personal claims against the grantor

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People


A diverse, global network of industry-leading talent committed to you and your vision.

Key Contacts


Nicholas Holland

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David A. Baker

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Nicole K. Mann

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Controversie su Fondi e Proprietà

Insights & Events / Media

Washington, DC / Speaking Engagements / November 14-15 2019

San Diego, CA / Speaking Engagements / October 10, 2019

Chicago, IL / McDermott Event / September 18 - 19, 2019

Chicago, Illinois / Speaking Engagements / June 17 - 21, 2019

Chicago, Illinois / Speaking Engagements / June 17-21, 2019

Bloomberg Tax Management Estates, Gifts and Trust Journal / November 8, 2018

New York, New York / / November 7, 2018

Webinar / Speaking Engagements / November 2, 2018

WealthManagement.com / August 30, 2018

On the Subject / August 13, 2018

Webinar / Speaking Engagements / July 25, 2018

Madison, Wisconsin / Speaking Engagements / June 25-28, 2018

London, United Kingdom / McDermott Event / June 12, 2018

Chicago, Illinois / Speaking Engagements / May 23-24, 2018

Chicago, Illinois / McDermott Event / May 14 - 16, 2018

London, United Kingdom / Speaking Engagements / May 9, 2018

Manhattan Beach, California / Speaking Engagements / April 20, 2018

Los Angeles, California / Speaking Engagements / April 20, 2018

St Brelades, Jersey / Speaking Engagements / March 22, 2018

St Saviours, Guernsey / Speaking Engagements / March 20, 2018

Évian-Les-Bains, France / Speaking Engagements / March 4-6, 2018

New York Law Journal / January 12, 2018

South Bend, Indiana / Speaking Engagements / October 27, 2017

Sydney, Australia / Speaking Engagements / October 8-13, 2017

Financial Advisor / Private Wealth / September 29, 2017

Isle of Man, United Kingdom / Speaking Engagements / September 21, 2017

Philadelphia, Pennsylvania / McDermott Event / June 5 – 7, 2017

Philadelphia, Pennsylvania / Speaking Engagements / May 11, 2017

Bloomberg BNA Tax Management Estates, Gifts, and Trusts Journal / May 11, 2017

San Francisco, California / Speaking Engagements / May 3, 2017

Denver, Colorado / Speaking Engagements / April 20, 2017

Provence, France / Speaking Engagements / March 9-11, 2017

The National Underwriter Company / February 2, 2017

Orlando, Florida / Speaking Engagements / January 9 - 13, 2017

Trusts in Prime Jurisdictions / June 8, 2016

Trusts in Prime Jurisdictions / June 8, 2016

American Bar Association Section on Real Property, Trust & Estate Law / December 9, 2015

Pubblicazioni / December 4, 2014

Rules to Give By: A Global Philanthropy Legal Environment Index

On the Subject / March 31, 2014

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