Representative Cases & Experience:
Transactions
Serve as Buyers and Sellers counsel for the sale of a Massachusetts businesses with a starting transactional value of $1,000,000.00. Commercial real estate acquisition, , construction, commercial real estate refinance and commercial/industrial lending.
Serve as Bank Counsel for industry leading Massachusetts banks.
Real Estate and Construction
Served as lead counsel and closing attorney for numerous commercial land, building, and business transactions with average value of $900,000.00, including medical and dental practices, supermarkets, shopping plazas, retail stores, and others. Closed significant number of residential mortgage loans and resolved title and boundary disputes on dozens of instances.
Work with real estate developers on establishing multi-unit condominium complex; conversions of existing 2 or multi-family buildings to condominiums.
Represent new commercial tenants in drafting and negotiating long term commercial leases with landlords ranging from large REITs to small local individuals.
Successfully arbitrated and represented a general contractor in a breach of contract and G.L. 93A claim. Contractor was awarded legal fees and costs for the defense of the claims.
Represented various condominium associations from Boston to the north shore, and have obtained liens and judgments for overdue condominium fees and special assessments on delinquent units.
Represented two (2) residential homeowners against a general contractor who abandoned a substantial renovation project. Obtained a judgment for fraud on summary judgment.
Represented a purchaser of real estate against sellers of real estate who acted as their own broker, who actively concealed substantial water damage and flooding issues with a residential property. Insurance company paid claim and repaired property at a mid-six figure cost.
Successfully defeated a claim on summary judgment against property owners who were alleged to have improperly constructed and made misrepresentations concerning a 125' x 10' retaining wall that collapsed onto another property.
Prosecuted a fraudulent transfer of a jointly held real estate against a family member, and re-obtained title to the property.
Represented and mediated a resolution to a dispute among residentail landowners concerning a land encroachment issue and adverse possession claim;
Obtain recission of a residential mortgage loan that was obtained by fraud and based upon false pretenses.
Commercial / Intellectual Property
Prosecuted and mediated a claim against former business partners for breach of fiduciary duties concerning a joint venture in the health and wellness industry. Client was made whole and obtained a favorable settlement.
Mediated a dispute between two telecommunications providers to a favorable settlement for both parties that preserved a long-standing and lucrative business relationship.
Successfully mediated the exit of a business partner and investor in a tavern and restaurant venture.
Successfully defended and obtained summary judgment against a former Board of Director and Corporate Officer who claimed Copyright Infringement against a Massachusetts entity.
Successfully arbitrated a claim of a local retail service franchisee against a regional franchisor.
Collected on contractual amounts due and judgment from other business on a variety of cases with an aggregate value of $400,000.00.
Trust Litigation
Represented five (5) beneficiaries of an irrevocable trust that was dishonored by the trustee. The trust owned a portfolio of commercial real estate, and refused to disburse income and principal to the beneficiaries, or account for assets. Stefan obtained a substantial monetary settlement two weeks prior to trial.
Defended the Trustee of an irrevocable family trust and negotiated a monetary settlement of 15% of the Plaintiff's demand.
Defended two (2) commercial property owners that were alleged to have entered into a constructive trust for the benefit of a third party.
Defended and represented two (2) trustees of a family trust who were alleged to have abandoned their duties.
Represented the beneficiary of a family trust concerning issues of trustee's failure to make disbursements, account, and commingling of assets.
Prosecuted claims of a a beneficiary of a special needs trust against a Trustee who commingled, wasted, and used trust assets for personal use.
Personal Injury
Represented various injured parties involved in auto accidents, slip and fall, and emotional and physical harm cases.
Represented a child and family involved in an automobile accident involving the child who was run over by an 85 year old Massachusetts resident. Case successfully settled after completion of discovery.
Represented a family whose father died of malignant mesothelioma.
Bankruptcy
Represented a consumer and obtained summary judgment against Bank of America in an exception to discharge and fraud cases. Successfully defeated appeal and was awarded additional sanctions upon denial of the appeal.
Represented a real estate developer in a copyright infringement action, and obtained a settlement for 20% of the case value.
Represented a consumer family that was denied a bankruptcy discharge (represented by prior counsel), and resolved fraud claims by a Chapter 7 bankruptcy trustee.
Litigated a G.L. 93A claim against a top-five bank and mortgage lender. Defendant proposed and entered into settlement worth six figures.
Tried a denial of discharge complaint and counterclaims for violation of discharge order. Judgment entered in favor of our client for sanctions and emotional distress damages.
Tried a claim filed against a commercial real estate investor and was awarded judgment and title to a property in Wellesley with a seven-figure value.
Filed and appeared in over 290 consumer and business Chapter 7, Chapter 13, and Chapter 11 Bankruptcy cases.