Carol Warnick

Client Results

• Defended claims of breach of fiduciary duty and removal of trustee and obtained a ruling from the bench at the conclusion of trial completely exonerating the trustees and awarding their fees be paid from the trust.

• Defended claims of breach of fiduciary duty and obtained a favorable settlement for an individual fiduciary.

• Prevailed on behalf of a trustee against claims brought by a beneficiary arguing the decedent’s trust violated a contract to make a will or trust, and successfully enforced the no-contest clause and a fee shifting provision.

• Prevailed in a pre-mortem will contest and defended claims of undue influence resulting in a favorable settlement.

• Represented a charitable beneficiary in litigation brought by other beneficiaries to invalidate the charitable gift and successfully settled the case in a manner favorable to the charity.

• Represented a beneficiary and personal representative against claims brought by another beneficiary and settled the case favorable to the client.

• Represented corporate fiduciaries in a variety of trust actions.