Trust Contest
In a trust contest settled favorably for client, represented the surviving wife/petitioner against her stepson. Client alleged that she and her 2nd husband had agreed that the first of them to die would leave his/her respective interest in their family home to the surviving spouse. After her husband’s death, client discovered he secretly had modified his trust at the urging of his son, leaving his half of the family home to the son. Client’s claims included breach of contract to make testamentary disposition; breach of marital fiduciary duty; tortious interference with right to inherit; and, breach of fiduciary duty.