Aretha Franklin’s Family Facing Contested Will Battle

Contested Will

When iconic entertainer Aretha Franklin died last August no one knew there would be a contested will because the “Queen of Soul” reportedly did not have a valid will or another plan to cover her estimated $80 million estate.

That changed dramatically last month when her personal lawyer of more than 40 years revealed that Franklin had written three recently discovered wills by hand in 2010 and 2014 before falling victim to her long battle with pancreatic cancer. Franklin’s attorney correctly filed the documents with a Michigan probate court in charge of administering her estate. Now, a judge will determine which, if any, of the late singer’s handwritten wills is valid.

Franklin isn’t the first high-profile person to die without leaving clear directions on how their estate should be handled. Fellow entertainers Prince, Kurt Cobain, and Jimi Hendrix similarly passed away without a will or estate plan, which resulted in protracted court proceedings. Now, Franklin’s sons and other relatives are readying themselves for what may well be a long and expensive battle in court.

What Happens When There Is No Will?

Unfortunately, this is not an uncommon situation. Some studies suggest that more than half of U.S. parents do not have a legal will. Board Certified Civil Trial Lawyer Brad Jackson is regularly called on by relatives of people from all walks of life who have died without a will, including lawyers, doctors, business executives, family business owners.

Obviously, having a valid will and/or an established estate plan will help surviving relatives avoid many of the legal issues that can emerge following a loved one’s death. But when that doesn’t happen, you will need an experienced lawyer to help you navigate the process.

When there is no will, a person’s estate is subject to administration through what can be complicated and expensive intestacy procedures under a court-appointed administrator.

Handwritten, Informally Prepared or Professionally Prepared Wills

Some people mistakenly believe that handwritten wills like those left behind by Franklin are all that’s needed to wrap up a person’s estate. That may be true in some instances, but such documents often lead to disputes about their validity and meaning like what is now happening with Franklin’s contested will.

Even official looking wills may not be enforceable because there are certain formalities and specific requirements for the creation of an enforceable will. Laws vary from state to state. Internet forms that are not specific to Texas or wills that are not prepared or executed in compliance with Texas law may be ineffective and rejected by a court.

A professionally prepared will and estate plan that is completed well in advance is the safest and likely least complicated and cost-effective way to plan for the handling of your estate. While a professionally prepared will has upfront costs, it will likely provide for significant cost savings and a more certain outcome in the long term.

No will, including a professionally prepared will, is bulletproof. Wills made after a person has lost testamentary capacity – the ability to understand and appreciate the nature and process of deciding how their property will be dealt with – or wills made under the undue influence of another person may be subject to a will contest and ultimately thrown out by a court.

Brad Jackson Handles Contested Will, Probate and Trust Cases

At the Law Offices of Brad Jackson, our attorneys have represented both plaintiffs and defendants in probate and trust litigation and contested will situations for decades. We regularly appear in probate courts throughout Dallas, Fort Worth and North Texas. Our team also maintains close relationships with financial professionals and estate law experts who help us protect clients’ rights.

Attorney Brad Jackson is a veteran of local courts who has been Board Certified in Civil Trial Law by the Texas Board of Legal Specialization for more than a decade. Clients call on Brad based on his years of experience in high stakes will contests and related legal matters.

The probate process can be a minefield. Knowing which documents will help prove your case, meeting court deadlines, and presenting evidence in court is something that few people are capable of handling without the guidance of a seasoned attorney who has been there before. If you’re facing a will contest or probate and trust litigation, contact the Law Offices of Brad Jackson for more information about how we can help.

 

Brad Jackson Again Named to Best Lawyers in Dallas

attorney, Texas Super Lawyers, commercial litigation, Brad Jackson

Based on his work representing clients in civil cases throughout Texas, experienced Dallas attorney Brad Jackson of the Law Offices of Brad Jackson once again has been named to the exclusive list of the Best Lawyers in Dallas by the publishers of D Magazine.

Mr. Jackson was selected to the 2019 Best Lawyers in Dallas list for his expertise in business litigation. This marks the ninth consecutive Best in Dallas selection for Mr. Jackson, who is Board Certified in Civil Trial Law by the Texas Board of Legal Specialization.

D Magazine assembles the annual Best Lawyers in Dallas list based on nominations from local attorneys who are asked: “Which Dallas lawyers, of those whose work you have witnessed firsthand, would you rank among the current best?” Once the nominations are tallied, the publication’s editors make the final selections with input from a panel of Dallas’ leading attorneys.

Since being named to last year’s list, Mr. Jackson also was named in the 2019 edition of The Best Lawyers in America, which was his fourth consecutive appearance in the annual guide. He also earned his 15th consecutive selection to the Texas Super Lawyers list of the state’s top attorneys.

Court Wins Precede Best Lawyers in Dallas Honor

During the same time frame, Mr. Jackson successfully defended a group of business owners in a multimillion-dollar partnership dispute. He went on to help the same clients win a recent summary judgment ruling against their former partner, who wanted them to pay him roughly $2 million for his stock in their company.

For more than 25 years, Mr. Jackson has represented people from all walks of life in a variety of state and federal courts. His firm has a long track record in business disputes and commercial litigation; high-stakes divorces; will contests; probate and trust litigation; contract disputes; fiduciary litigation; denial of commercial insurance claims; professional malpractice cases; serious personal injuries and wrongful death; and other areas.

Based in Dallas, The Law Offices of Brad Jackson provides decades of experience representing clients in Texas and across the nation. Brad Jackson is Board Certified in Civil Trial Law by the Texas Board of Legal Specialization. The firm handles practically every type of business dispute, as well as cases involving serious personal injury and wrongful death.

Brad Jackson Wins Second Favorable Judgment in a Week

business litigation

The Law Offices of Brad Jackson recently scored our second big business litigation victory in less than a week by winning a summary judgment for two clients in a multimillion-dollar contract dispute. The decision issued in Dallas district court followed our successful defense of another client in a $100,000 fraudulent transfer claim.

The most recent ruling stems from a lawsuit that was filed against our clients by their former business partner, who claimed he was wrongly fired. Brad won that case in a summary judgment that protected our clients from more than $1 million in alleged damages.

The former partner responded by filing an appeal with Dallas’ 5th District Court of Appeals. Brad won the appeal last year when the court confirmed that our clients’ former partner was owed nothing and ordered him to pay for the costs of the appeal.

Despite the clear loss, the business partner and his attorneys were not done trying to force our clients to pay him something.

Fired Partner Argues for Stock Buyback

After he was fired, the former partner claimed that a contract among the owners obligated our clients to purchase his company stock, which he claimed was worth roughly $2 million. The Court initially denied summary judgment motions from both sides before scheduling a jury trial for last October to decide the contract dispute.

Prior to the trial, Brad helped convince the Court that an interpretation of the partners’ agreement should be determined by the Judge as a matter of law. The trial was postponed so both sides could brief the Court on the disputed issues.

Court Agrees with Brad Jackson in Ruling

In his brief, Brad argued that the contested contract did not include an obligation for our clients to buy back their former partner’s stock. Instead, Brad told the Court that the contract created an option for them to buy the stock if they chose to do so.

After considering arguments from both sides, the Court agreed with Brad and issued a final judgment representing a complete victory for our clients.

In the decision, Presiding Judge Maricela Moore of Dallas’ 162nd District Court ruled in our clients’ favor by granting both our previous and current summary judgment motions. In addition to awarding the business partner zero damages, the ruling also requires him to pay our clients’ court costs.

Although the former partner has lost multiple summary judgment decisions and appeals court rulings, he already has indicated that he intends to appeal this latest loss as well. Of course, we will continue to defend our business litigation clients and protect their legal rights through the appellate process.

Law Offices of Brad Jackson Earns Best Law Firms Ranking

attorney, Texas Super Lawyers, commercial litigation, Brad Jackson

The Law Offices of Brad Jackson has been named as one of the top law firms in the Dallas/Fort Worth region on the 2019 Best Law Firms list by the publishers of U.S. News & World Report and The Best Lawyers in America.

Led by experienced attorney Brad Jackson, the firm earned a spot on the annual Best Law Firms list of the nation’s leading law firms following nominations from other lawyers based on their view of the firm’s work for clients in commercial litigation.

Board Certified in Civil Trial Law by the Texas Board of Legal Specialization, Mr. Jackson claimed his fifth consecutive appearance in The Best Lawyers in America earlier this year for his work in business disputes.

“Being included in this exclusive listing is a testament to the hard work we do in every case we handle,” Mr. Jackson says. “Professional recognition is always appreciated, but the true measure of our commitment is reflected in the confidence clients place in our firm.”

Recent Commercial Litigation Victories

The Law Offices of Brad Jackson’s recent commercial litigation victories include successfully defending a group of seller and business broker clients against claims for more than $3 million in a lawsuit over the sale of an insurance agency. The firm also secured appeals court win affirming an earlier summary judgment for the owners of a Dallas-based company that faced more than $1 million in potential damages.

Mr. Jackson and fellow firm attorney Cheryl Mann represent clients in business disputes and commercial litigation, contract disputes, fiduciary litigation, denial of commercial insurance claims, probate and trust litigation, professional malpractice cases, serious personal injuries, wrongful death, and other areas. The firm regularly represents both plaintiffs and defendants in all types of civil litigation.

Based in Dallas, The Law Offices of Brad Jackson provides decades of experience representing clients in Texas and across the nation. Brad Jackson is Board Certified in Civil Trial Law by the Texas Board of Legal Specialization. The firm handles practically every type of business dispute, as well as cases involving high-stakes divorce litigation, serious personal injury and wrongful death.

Houston Jury Awards Nearly $90 Million in Tractor-Trailer Death

tractor-trailer

A recent verdict of nearly $90 million handed down by a Houston jury against trucking giant Werner Enterprises Inc. is only the latest reminder of the incredible devastation caused by wrecks involving drivers operating a tractor-trailer, 18-wheeler, or other heavy truck.

The six-week trial in Harris County District Court ended with jurors awarding damages to the family of Houston resident Jennifer Blake for physical pain, mental anguish, and future medical expenses.

The case against Werner Enterprises focused on a December 2014 crash in Ector County near Odessa. Ms. Blake was driving in the eastbound lane of Interstate 20 with her three children when her pickup reportedly veered across an icy roadway. The Blake’s truck slid into the path of a Werner tractor-trailer driven by a student driver who was making a delivery to California.

Ms. Blake and her eldest son suffered extensive brain injuries in the wreck, which also claimed the life of her youngest son and left her daughter a quadriplegic who will need 24-hour care for the rest of her life.

The Nebraska-based company claimed no responsibility for the crash, which on its face seems reasonable since its driver stayed on his side of the road and stopped his truck as soon as possible after the impact.

But, as with any lawsuit, there was another side to the story. Attorneys for the Blake family told the jury that the driver should have been traveling on a different road based on the icy conditions. They also claimed he was exceeding the speed limit, and that a Werner employee told the tractor-trailer driver to take the I-20 route.

Tractor-Trailer Verdict Factors, Appeal Coming

The high-dollar verdict no doubt was influenced by evidence that Werner had not provided the driver with a CB radio or outside thermometer to help monitor road conditions. Jurors also had to be feeling tremendous sympathy for the Blake family based on the deaths of their two children and their daughter’s lifelong need for expensive medical care.

Werner already has announced the company’s intention to appeal the verdict. It is also entirely possible that the trial court may decide to reduce the award before any judgment is issued based on a variety of factors.

While Werner has a number of avenues to try to get the verdict amount lowered (or even dismissed), cases like this provide further proof of the inherent dangers when passenger vehicles and tractor-trailers share the same roads. As this case reminds us, we all need to be a little bit safer whenever we get behind the wheel, for the good of everyone.