Settlement For Trust Beneficiary

June 2008

Rick Hall negotiated a settlement for the income beneficiary of a trust resulting in recoveries and/or distributions to the client of $2,250,000. The case involved breach of fiduciary duty claims against co-trustees in making allocations between trust income and principal, among other things. Rick was associated by estate attorneys in his former firm, Bradley, Arant, Rose & White, to handle the litigation. The settlement was the culmination of a lengthy, collaborative effort to address complicated trust law and tax issues.

Related Practice Area: Estate & Trust Litigation