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The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.
During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.