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This will contest and trust dispute involved real estate in El Paso, Texas, and Hawaii. Michael Trevino fought for his client in El Paso and was admitted pro hac vice in Hawaii to continue the fight. The case turned on medical records subpoenaed by Michael that showed the Decedent had complete incapacity only a few months after she allegedly changed the will and trust. Shortly before trial, the case settled for real estate and six figures in cash.
In a will contest and challenge to a beneficiary designation on a bank account, the case settled for more than $500,000 in cash. The Will Contest Guy was also able to recover a Rolex, Decedent's wallet, some very sentimental family pictures and artifacts. Decedent allegedly changed his will and bank accounts within a few days of having brain surgery; the client challenged the will and designation based on Decedent's lack of capacity and undue influence. The purported will had multiple problems, including unclear language in the purported will itself. After discovery and key motion practice regarding the residuary clause of the purported will, the case settled.
Over $500,000 net to clients in a will contest involving a former attorney's estate. The bad actor unduly influenced the Decedent into signing a new will by force. After some key depositions, the matter settled.
The clients tried mediation and other counsel prior to engaging Michael Trevino. After ample discovery, clients recovered more than $400,000 in a settlement.
The client's mother and father died within a short period of each other. Michael defended the client in a will contest related to her father's will. He also challenged the client's mother's will, which benefited bad actors. The mother's will was drawn up on her death bed. After nasty litigation, depositions and discovery, the client received two pieces of valuable family real estate.
Family dispute about the validity of a common law marriage. Client received a settlement after mediation in a very large estate.
Client received six figures in a case involving several new wills, trusts and improper inter vivos transfers of cash, guns and personal effects. Gathering medical and financial records were key to achieving a positive result.
Successful business owner changed his will seven different times after becoming gravely ill and remarrying. Client refused settlement offers and trusted Michael Trevino at trial. After a grueling jury trial, the jury found that the Decedent's wills benefiting his new wife were invalid based on her undue influence.
Michael successfully appealed, briefed and had overturned an adverse summary judgment order to the Supreme Court of Texas. See C. Borunda Holdings, Inc. v. Lake Proctor Irrigation Authority of Comanche County, Texas, 540 S.W.3d 548 (Tex. 2018). Michael was the lead attorney and drafting attorney for the petition for review and brief on the merits for the appellant.
In a designation contest, Clients alleged lack of contractual capacity and undue influence of a stepson. During trial, medical records established that the bad actor agreed Decedent was confused around the time she allegedly executed the purported beneficiary designation; the case settled moments before Michael Trevino's closing argument.
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