Representative Cases – Litigation

Levin Schreder & Carey Ltd. has developed an accomplished team of attorneys with an impressive track record of success in litigation, mediation of estates and trust and family business matters.

Trust and Estate Controversy Group
Representative Cases

Illustrative Current Cases

Breach of Fiduciary Duty
Represent beneficiary in lawsuit against former trustee/investment advisor of multi-million dollar trust for breach of fiduciary duty for failing to invest properly under the prudent investor rule, self dealing and conflict of interest.

Represent beneficiary seeking in excess of $5,000,000 in damages for undue influence from family members who converted various assets of family matriarch in a prolonged scheme.

Family Business Disputes
Represent defendant in a lawsuit where siblings are seeking to recover what they allege to be in excess of $15,000,000 worth of real estate partnership interests alleging conversion and undue influence.

Represent successor trustee and beneficiaries prosecuting claims against former trustee for years of self-dealing and other breaches of fiduciary duty in the administration of family trust and as president of associated family manufacturing enterprise.

Represent beneficiary in lawsuit against executor of a multi-million dollar estate for breach of fiduciary duty for failure to liquidate estate assets in violation of the prudent person standard of care.

Represent beneficiary in unique breach of duty case against trustee for making distribution to beneficiary from foreign trust that resulted in a 100% tax due in the “throw-back” rules.

Represent beneficiary in breach of fiduciary duty and conflict of interest matter against trustee of $40,000,000 trust who also is a beneficiary and is running business entities owned by the trusts.

Heirship and Beneficial Interests
Represent former spouse in determining rights of her minor children in trusts controlled by their father in multi-billion dollar family.

Represent defendant heir search company in 41 count complaint including RICO and 
fraud counts seeking $15,000,000 plus in damages.
Charitable Interests and Foundations
Represent charity in lawsuit against estate to recover funds where executor converted millions of dollars in estate funds and wrongly distributed the only remaining funds to his family members.


Illustrative Recent Cases

Breach of Fiduciary Duty-Defendant
Reformation and Trust Construction
Breach of Fiduciary Duty-Plaintiff
Family Business Disputes
Heirship and Beneficiary Rights
Will Contest and Trust Contest
Trustee Removal and Accounting
Charitable Interests and Foundations