Family Trust Litigation

Stoll Berne attorneys Josh Ross and Jen Wagner represented a beneficiary of several family trusts in two related litigation matters.

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Family Trust Litigation

Stoll Berne attorney Josh Ross represented a beneficiary in a dispute with the trustee of her father’s trust after discovering that the trustee had modified the trust to reduce our client’s intended inheritance.

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McCorkle vs. Nerenberg

Josh Ross, working with a local estate planning law firm, represented the beneficiary of a family trust in a lawsuit seeking to recover over $1.5 million from the co-trustees of the trust.

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Representation of Victims of Financial Fraud

Gary Berne has represented victims of financial fraud in individual cases and class actions, ranging from claims against brokerage firms to matters involving derivative securities, real estate, TICs, annuities, tax shelters, and offshore scams.

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Family Trust Litigation

Gary Berne and Josh Ross represented three adult beneficiaries of a family trust to successfully defeat attempts by a successor trustee to amend the trust in ways that would have harmed our clients’ interests.

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