Partner Chris Heck Won Appeal in Longstanding Probate Litigation

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On August 6, Los Angeles partner Chris Heck won an appeal on behalf two of the beneficiaries in a longstanding litigation concerning a $65 million trust.  In a 53-page reported opinion, the Second District Court of Appeal upheld Mr. Heck’s 2015 and 2016 trial court victories over another beneficiary who had challenged the trustee’s allocation of the gain on sale and taxes on one of the trust’s major real property assets.  Via his appeal, the opposing beneficiary had hoped to recover $4 million from the clients or their sub-trusts.  Instead, he will have to pay the clients’ attorney fees and costs for the appeal.