Morgan Wiener

Client Results

• Member of litigation team that obtained a multi-million dollar settlement for a charitable beneficiary of a trust. This complex dispute spanned many years and involved claims of undue influence, lack of capacity, breach of fiduciary duty, removal and surcharge, and the defense of fraud claims. Litigation team obtained successful results at all stages of dispute.

• Assisted a beneficiary in resolving multiple disputes involving a complex family wealth transfer plan, which included trustees also serving as officers in a family business, multi-state discovery disputes, claims for removal of trustees and surcharge, and claims for division and modification of trusts.

• Second-chaired a trial at which beneficiary clients prevailed on directed verdict on multiple claims and successfully enforced a no-contest clause against will contestant.

• Assisted corporate trustee in complex dispute involving appointment of conservator and administration of conservatorship for minor children.

• Obtained emergency removals of fiduciaries.

• Successfully argued motions on a variety of evidentiary issues and summary judgment, including motion in limine to exclude expert witness for opining on impermissible legal conclusions.

• Obtained a favorable settlement in a multi-state dispute between siblings involving claims of breach of fiduciary duty and undue influence.