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Partial Case Experience in Estate / Trusts

Estate of Edward D. Hayden, Sr., Deceased, Edward V. Smith, III, Administrator v. Janet Gibbs Skelley, et al. and Edward D. Hayden, Jr., et al. v. INCO Energy, L.C., et al. - on behalf of Plaintiff, calculated monies owed to beneficiaries of inter vivos trusts and estate of deceased father.  Engagement involved reviewing documents over 15 years old, calculation of oil and gas property gains/losses and numerous forensic accounting tasks.  Provided written reports, expert testimony in deposition and at trial.  Plaintiff awarded favorable judgment at trial.  Case was appealed by Defendant and later settled with Plaintiff receiving favorable award.


Pumphrey v. Pumphrey - the engagement was to review expenditures and distributions from trust.  Report was prepared.  The administrator was removed and a new administrator appointed.

 

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