Fred’s Tire v Comp Source
In a recent opinion in Oklahoma, the District Court found that CompSource Mutual Insurance Company owes fiduciary duties to its insureds. This ruling may have wide arching ramifications for CompSource […]
There are few things more important than preserving and growing your business or hard-earned assets. As such, individuals and families should develop a lasting relationship with an attorney that they trust – more specifically, an attorney experienced and knowledgeable in business and investment law, trusts, fiduciary duty, and banking. Communication is a key factor in this relationship as often your financial situation or desires may change over time. To be sure, your attorney’s level of understanding of your changing dynamics and financial affairs is paramount in formulating an effective legal strategy. Here at David Wolff Law, our attorneys relate to you and your family on a personal level, and provide unparalleled, custom-tailored services that give you peace of mind for the future.
Our practitioners analyze your unique needs, and utilize our experience to craft a customized plan and strategy. For any type of asset or investment, from art and collectibles, to family businesses and investment assets, we can provide the following services tailored specifically for you or your family member:
Our attorneys have consulted and participated in trust disputes, will contests, investment and fiduciary duty litigation involving hundreds of millions of dollars, and often work alongside experienced experts, c-level corporate trust officers, and investment advisors. We have experience advising ultra-high-net-worth individuals, business owners, and small families. The firm has litigated several high-profile real estate and investment litigation cases, and published scholarly articles on litigation practice and fiduciary duty.
Our attorneys at David Wolff Law have drafted, edited, reviewed, interpreted and litigated some of the most complex investment vehicles, structures, and estate planning documents involving millions of dollars and very diverse classes of assets. With this experience, our attorneys are able to provide a unique perspective in the context of of trust, investment, business, and banking litigation.
Most estate plans, or high net worth individuals seeking to protect their assets, utilize trusts. Trusts can be very useful in limiting tax liability, protecting from creditors, and avoiding the probate process. The best way to describe a trust is simply a property interest held by one person at the request of another.
There are few things more important than leaving your hard-earned assets to the relatives or family members that you choose. As such, families should develop a lasting relationship with an attorney that they trust – more specifically, an attorney experienced and knowledgeable in probate, trusts, and estate planning.
David Wolff law works one-on-one with premiere experts in the banking, securities, and wealth advisory fields. We have consulted on numerous cases on behalf of corporate and individual trustees, national banking institutions, and wealth advisory firms in litigation involving banking law, fiduciary duty, estate administration, trusts, hedge fund management, investment due diligence, escrow transactions, and lender liability.
Often, a will is challenged on bases such as incapacity, undue influence, fraud, mistake, or the lack of certain statutory requirements (for example, for a will to be valid in Florida, it must be signed by the decedent and two (2) attesting witnesses). Legal issues like these result in litigation over transfers of property under you or your loved one’s will.
From advising business owners investing in real estate, providing transactional services, and litigating title, ownership, or investment interests, our attorneys have experience in all facets of real estate and investment litigation.
Many inheritances in Florida involve a trust. Trusts are legal instruments that arise as a result of someone’s intention to create one. According to Black’s Law Dictionary, a trust is defined as an equitable and enforceable right to the beneficial enjoyment of property to which another person holds the legal title.
David is a versatile Florida attorney with a diverse background in trust, investment, corporate, and business law. He possesses a substantial amount of litigation experience at both the state and federal level, including several high-profile cases and precedent-setting appeals in Florida’s courts.
According to the U.S. Department of Commerce, in the next 15 years, nearly one in every five U.S. residents will be aged 65 or older, laying the groundwork for the largest generational transfer of wealth in U.S. history.
In a recent opinion in Oklahoma, the District Court found that CompSource Mutual Insurance Company owes fiduciary duties to its insureds. This ruling may have wide arching ramifications for CompSource […]
The Benton Trust Judgment Background The case revolves around the administration of the Benton Trust, established to manage the legacy of renowned American artist Thomas Hart Benton. The Plaintiffs, Benton’s […]
The Uniform Prudent Investor Act (UPIA) constitutes a pivotal evolution in fiduciary investment practices as provided within the Restatement (Third) of Trusts (1992) and adopted by the National Conference of […]