Tara R. Burd

Represented a beneficiary in a breach of contract to make a will action and secured a $7.4 million award after a multi-day trial.

Represented an esteemed trust and estate litigation attorney, who was sued by her beneficiary clients in a complex multi-jurisdiction multi-trust dispute.  We defeated defendants’ $45 million legal malpractice claim after a 12-day arbitration and achieved an award in favor of our client for unpaid fees.

Represented a non-profit beneficiary on claims of breach of contract to make a will, interference with prospective inheritance, and undue influence and fraud action.  We proved that the settlor had promised his millions to the non-profit arm of a fraternity he had dedicated himself to, and that the bad actor indisputably facilitated to the changes to the Trust to redirect the wealth to himself. The matter settled with the fraternity recovering nearly 100% of the promised bequest.

Represented heirs of a decedent to recover against a team of caregivers and a real estate agent who committed fraud and undue influence to con the decedent out of over $10 million in a portfolio of real properties and investments. The matter settled.

Represented a trustee against allegations of fault for a botched transfer of IRA funds to a non-qualified trust account.  The matter was resolved by settlement with the third-party transferee as the primary cause of the beneficiaries’ loss and avoided high attorney’s costs and potential penalties.