Creative Representation | Expert Litigation

American Heart Association Retained BartkoZankel To Represent It For Charity Family Trust

American Heart Association retained BartkoZankel to represent it in connection with a Trust which provided gifts to family members and three charities.  The family members claimed they should be entitled to the entire Trust, valued at $13.5 million.  In December 2011, Ben Riley and Kerry Duffy obtained an Order from the court granting the charities’ petition for distribution of approximately $8.5 million to the Charities, and $5 million to the relatives.  Thereafter, during the relatives’ appeal, the parties resolved the case to provide for immediate distributions to the Charities.