Case Result

$700,000

Trust Litigation, Estate Litigation

Merced, CA

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Case Details

Settlement for a client, a beneficiary of several decedents’ trusts, in resolution of a contest of a disputed amendment to one trust and of claims regarding calculation of abatement of depleted trust assets, allocation of charges, disputes regarding completeness of inventory of assets and management of trust assets by the successor trustee.

Additional Notes

Trustee had delayed proposing a distribution for approximately one year and initially proposed distribution of close to $250,000 less than eventually recovered.

Curry and Curry

Represented By

Curry and Curry

Merced, CA
2 attorneys
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