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Burstein and Miller Receive Verdict in Favor of Client in Multi-million Dollar Inter Vivos Gift Case

The Firm received a verdict in favor of its client in a matter involving a multi-million dollar inter vivos gift. In the matter, tried by Members Richard Miller and Cheryl Burstein, the court found that a $2.2 million gift made to our client by an elderly gentleman was a completed gift made without deception, fraud or undue influence. In this case, the defendant was given signed stock certificates in an envelope and told “this is for you” by someone she had known for a number of years and had a close relationship with. The stock certificates were signed by decedent but not registered until after decedent’s death. The complaint asserted numerous challenges to the gift, all of which were dismissed by the Court. Burstein and Miller were able to establish the extent of relationship with the decedent as well as the circumstances behind the gift, thus making the case that all essential elements of a valid gift had been met. We are so pleased to have gotten such a great result for our client!