Practice Areas

Related Case Studies

Print to PDF Print to PDF

Elder Abuse/Rights - Representative Experience

  • Issues
  • Venue
  • Client Type
  • Lawyers
  • Full Description
  • Result
  • Fraud
  • Defendant Individual
  • Dennis J. Ward
  • The plaintiff, who was the defendant's grandmother, alleged that significant sums of money, amounting to more than $6 to $7 million, had been obtained by fraud and undue influence. The strategy conceived and implemented was to complete significant discovery and attempt to convince plaintiff and her attorney to submit the matter to a mediator.
     

  • The matter settled during mediation very favorably for the defendant. Since we were able to convince the plaintiff to mediate prior to significant discovery, we saved the client approximately $125,000 to $150,000 in attorney fees/costs.

  • Elder Abuse; Second Deed of Trust
  • Santa Clara County Superior Court
  • Plaintiff Elder Individual
  • Dennis J. Ward
  • Represented the plaintiff in an elder abuse matter. She was in her late 70's when she and her late husband sold their only significant asset, a multi-unit apartment complex. The equity they received was in the area of $500,000. The defendant, their broker, convinced the plaintiffs to allow him to invest their proceeds. He then began investing the proceeds in Second Deeds of Trust. This was in the early 90's, when real estate was very "soft".

  • The defendant had no E&O coverage, but nonetheless, we were able to settle with him for $350,000.