Case Study – Estate of Jackson
The Claims:Elder Financial Abuse, Sexual-Orientation Discrimination
The Results: Decedent's children discovered their mother had fallen prey to discrimination and theft. Once probate and civil remedies became the only apparent result, the matter settled by ensuring the decedent's wishes were respected.
Liza de Vries and Kelly Dixon represented the children of a decedent whose domestic partner followed an unscrupulous estate-planning lawyer's advice. In a gender/sexual-preference-discrimination-collides-with-probate-law morass of facts and law and missing assets, we successfully froze and preserved over $1 million dollars in liquid assets out of the box. After almost a year of hard-fought litigation, dozens of subpoenas and depositions, we negotiated a global settlement to remedy the parade of wrongs against this family.