Trial Experience
The following are examples of successful cases we have achieved for clients. Each case is different, and our past record is no assurance that we will be successful reaching a favorable result in your case.
Will Contests
In the Matter of V.H. (Circuit Court and Orphans’ Court)
Client engaged our services after his brother took their mother to live with them, refused to let him and his family see their mother. This started as a contested guardianship where it was alleged that opposing brother was accessing mother’s accounts and using them for his own. Unfortunately, mom passed during the contested guardianship proceedings. It was later discovered that significant transactions occurred when mom had moderate to severe dementia. This was a case of transactions consummated by undue influence and lack of capacity coupled with convenience accounts that should not have passed to the surviving owner. Litigation ensued contesting a new last will and testament, significant transfers of assets to opposing brother, and the establishment of the convenience accounts. We were successful in forcing the opposing brother to return the vast majority of funds taken from his mother. Very satisfied client.
In the Matter of V.H. (Circuit Court and Orphans’ Court)
Client engaged our services after his brother took their mother to live with them, refused to let him and his family see their mother. This started as a contested guardianship where it was alleged that opposing brother was accessing mother’s accounts and using them for his own. Unfortunately, mom passed during the contested guardianship proceedings. It was later discovered that significant transactions occurred when mom had moderate to severe dementia. This was a case of transactions consummated by undue influence and lack of capacity coupled with convenience accounts that should not have passed to the surviving owner. Litigation ensued contesting a new last will and testament, significant transfers of assets to opposing brother, and the establishment of the convenience accounts. We were successful in forcing the opposing brother to return the vast majority of funds taken from his mother. Very satisfied client.
In the Matter of V.H. (Circuit Court and Orphans’ Court)
Client engaged our services after his brother took their mother to live with them, refused to let him and his family see their mother. This started as a contested guardianship where it was alleged that opposing brother was accessing mother’s accounts and using them for his own. Unfortunately, mom passed during the contested guardianship proceedings. It was later discovered that significant transactions occurred when mom had moderate to severe dementia. This was a case of transactions consummated by undue influence and lack of capacity coupled with convenience accounts that should not have passed to the surviving owner. Litigation ensued contesting a new last will and testament, significant transfers of assets to opposing brother, and the establishment of the convenience accounts. We were successful in forcing the opposing brother to return the vast majority of funds taken from his mother. Very satisfied client.
Other Undue Influence Cases
In the Matter of V.H. (Circuit Court and Orphans’ Court)
Client engaged our services after his brother took their mother to live with them, refused to let him and his family see their mother. This started as a contested guardianship where it was alleged that opposing brother was accessing mother’s accounts and using them for his own. Unfortunately, mom passed during the contested guardianship proceedings. It was later discovered that significant transactions occurred when mom had moderate to severe dementia. This was a case of transactions consummated by undue influence and lack of capacity coupled with convenience accounts that should not have passed to the surviving owner. Litigation ensued contesting a new last will and testament, significant transfers of assets to opposing brother, and the establishment of the convenience accounts. We were successful in forcing the opposing brother to return the vast majority of funds taken from his mother. Very satisfied client.