Our Successes

Case Studies

Keystone has a demonstrated history of favorably resolving cases in all of our practice areas. Keystone’s attorneys come highly recommended for their unmatched record of success. Click on the practice areas below to learn about some of our most noteworthy cases.

Trust / Will Contests

It is no easy feat disputing a will or trust or defending against a contest. Luckily, Keystone’s will and trust contest attorneys have handled countless cases involving disputed estate documents. Our team has the enhanced knowledge and necessary experience to obtain the best possible outcome for your legal matter, as the following case studies illustrate.

Trust / Will Contests
Mother Proven Incapacitated
Trust Signed Three Days Before Death Invalidated

Keystone helped a client who had been excluded from his mother’s trust. The mother had executed the trust three days before her death when she had been in the ICU. Keystone’s lawyers demonstrated that the decedent had less capacity during her time in the ICU than when meeting with her estate planning attorney a month prior, leading the court to rule in favor of Keystone’s client and invalidate the trust. A a result, the client was able to obtain his rightful half of the trust assets.

Trust / Will Contests
Property Manager Disinherited
Court Disinherits "Disqualified Person"

Keystone’s client’s original share of 50% of the decedent’s assets had been reduced to $200,000 through a trust amendment that increased the share of his property manager from 50% to 100% of the remaining assets. Keystone argued that the property manager should be disqualified from receiving an inheritance on account of his fiduciary status. The court not only invalidated the trust amendment but also disinherited the property manager from the original trust and ordered him to pay the client’s attorney’s fees and costs.

Trust / Will Contests
Spouse Found to be Hiding Trust
No Signed Version of Trust? No Problem

A son came to us because his late father’s spouse was disputing the existence of a trust that the son believed named him as a beneficiary of his father’s share of the assets. The spouse argued that no trust existed and claimed that all of the decedent’s assets were community property. After Keystone’s lawyers obtained an admission from the spouse at her deposition that the decedent had wanted to leave his share of the assets to his son, they were able to secure the client a settlement that approximated the distribution he would have received had he won at trial.

Trust / Will Contests
Trust Amendment Ruled Invalid
Trust Contest Drastically Favoring Girlfriend

A decedent had always told his children that they would inherit his assets, but before he died, a trust amendment had been executed that left the decedent’s girlfriend his residence, the primary asset of his trust. Because the amendment was executed when the decedent had been suffering from dementia, Keystone raised concerns about the amendment’s validity and possible financial elder abuse at the hands of the girlfriend. Ultimately, Keystone secured the client a favorable settlement consisting of half the trust assets and equal authority over the sale of the home.

Elder Financial Abuse

Keystone is proud to offer a variety of services relating to elder financial abuse. Whether you are a victim of elder financial abuse, litigating on behalf of a victim, or defending against claims of elder abuse, our elder abuse attorneys, who are well-versed in this aspect of the law, will go the extra mile to secure the outcome you want. Below, you will find recent examples of the types of elder financial abuse cases we handle on a regular basis.

Elder Financial Abuse
The “Sugar Daddy” Abuser
Elder Coerced into Giving Assets to Abuser

Our clients came to us for help invalidating a trust after learning that the decedent from whom they stood to inherit had left the entirety of his estate to a new partner he had just met off a dating site who was 50 years his junior and an ostensible predator. Not long after amending his trust, the abuser died under  suspicious circumstances. Ultimately, Keystone was able to reach a favorable settlement for its clients that called for the new version of the trust to be invalidated by arguing that the partner’s actions constituted financial elder abuse.

Elder Financial Abuse
Wrongfully Accused of Elder Abuse
Elder Abuse Allegations Disproven

Our clients had been disinherited from their grandmother’s trust after her estranged son levied false allegations of elder abuse against them and used those allegations to secure a temporary conservatorship over her. Three days before she died, he took her to his own estate planning attorney to have her execute a new trust that disinherited her grandchildren and named him as the sole beneficiary. After arguing that the elder abuse allegations were falsified and the decedent lacked the capacity to execute a new trust, Keystone was able to secure the clients a settlement in which they received the majority of the decedent’s assets.

Trust Litigation

If you find yourself embroiled in a trust dispute, the qualified trust lawyers at Keystone Law Group have the expertise and resources to help you effectively navigate any trust litigation matter. Contact us to learn more about our trust services.

Trust Litigation
Trustee Removed
Court Removes Trustee Based on Financial Abuse

Keystone represented a client in her 70s who unknowingly created an irrevocable trust while overly medicated by her son. The son made himself trustee and misappropriated trust assets. At the initial hearing, Keystone’s probate attorneys persuaded the court to immediately suspend the son as trustee and replace him with a private professional fiduciary. Our client’s property was ultimately returned to her as well.

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Trust Litigation
Instructions Provided
Trustee Protected When Distributing Assets

Keystone’s client was the trustee of his sister and brother-in-law’s trust. Because it contained language that was ambiguous in terms of who should receive the primary asset of the trust, the decedent’s home, the client was uncertain how to distribute it. Keystone’s probate lawyers helped the client obtain the clarification he needed to fairly distribute the property according to the trust’s terms and extrinsic evidence.

Resolving Ambiguities in Trusts: Keystone Files Petition for Instructions to Help Trustee Determine How to Dispose of Trust Property
Estate Litigation

Being caught up in an estate dispute can be time-consuming, expensive and extremely stressful. But with an estate litigation lawyer on your side to do the heavy lifting, the process can be made easier and more cost-effective. Keep reading or schedule a free consultation with our estate attorneys to learn more about the estate services we offer.

Estate Litigation
Stolen Funds Recovered
Millions Recovered From Serial Financial Abusers

Keystone first helped its client get appointed as the administrator of her brother’s $50 million estate. Later, Keystone assisted with litigating against the decedent’s two pseudo-caregivers who collectively unduly influenced and defrauded the decedent. In total, Keystone’s probate lawyers were able to help the estate secure the return of more than $2 million in stolen money and property, and obtain a judgment for an additional $1 million.

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Estate Litigation
Interpreting a Vague Will
Executor Secures Settlement to Sell Property

Our client was the son of the decedent and the executor of his estate. He came to Keystone for help resolving an ambiguity in his father’s will. The will stated that the executor would be permitted to sell the decedent’s multi-unit property after he died, but it also provided for the decedent’s domestic partner to have use and enjoyment of it for her lifetime. Keystone was able to secure the client a settlement that allowed him to sell the property by arguing that the partner abandoned her use of it by leaving the state after the decedent died.

Conservatorship

Keystone is proud to offer a variety of conservatorship services to all types of clients. Our conservatorship attorneys are well-versed in every aspect of the law, and they will work their hardest to obtain for you the outcome you want. Below, you can see some recent examples that demonstrate the types of conservatorship cases we handle on a regular basis.

Conseveratorships
Emergency Conservatorship
Mother's Life Saved During Covid-19

Keystone helped its client obtain an emergency temporary conservatorship over her mother, who had advanced Alzheimer’s disease and was being kept inside her brother’s home, which was suspected to be a hotbed of COVID-19 cases. As a result, Keystone’s client, over the objection of her brother, was able to remove her mother from the home and into a safe, secure location.

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Conservatorships
Temporary Conservatorship of an Unconscious Patient
Client Granted Ability to Make Life-Saving Decisions

A client reached out to us upon learning that her brother was unconscious and heavily sedated after suffering a heart attack. He was not married and had never executed an estate plan, so he would have no one to consent on his behalf to the medical procedures he would likely need or to protect his finances while he remained incapacitated. Keystone speedily secured a temporary conservatorship for the client over her brother, which allowed her to consent to life-saving procedures for him and protect him against major financial losses.