Closing a Seven-Year Interstate Trust Dispute
A trust dispute that leads to prolonged trust litigation can drain both financial and emotional resources. This case highlights how strategic advocacy and mediation can bring even the longest disputes to a close.
After years of litigation across multiple states, Law Stein Anderson (LSA) favorably settled a dispute involving a multi-million-dollar trust.
The complex litigation involved claims in Colorado, Nevada, and California. The case had dragged on for nearly seven years before coming to our office. Our client, the trustee, was accused of breach of fiduciary duty. The disputing beneficiary alleged he owed $786,000 to the trust because (they claimed) he had acted as trustee in bad faith.
Led by David Huynh, Esq. and Dominic J. Rodono, Esq., our team successfully challenged these unfounded claims. On the precipice of trial, our team was able to convince the parties to participate in mediation, and the result spoke for itself. Instead of the trustee paying nearly three-quarters of a million dollars, the parties agreed to revise the trust distributions slightly in favor of the disputing beneficiary. No surcharge. No crushing judgment. Just closure.
Our client was extremely pleased with the outcome. He told us that he had gone through years of litigation stress, but LSA quickly resolved his case in a way that lets him sleep at night. He said that he and his family can now move from the nightmare of ongoing litigation.
Law Stein Anderson regularly represents trustees and beneficiaries in complex trust and estate litigation, including matters involving multi-state jurisdiction and high-stakes fiduciary claims. Contact us today to learn more about our services >