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Froneberger & Field, reviewed the Third Account. Burroughs and
Field agreed to represent petitioner if any action were necessary
regarding the Third Account. Petitioner paid a small amount to
Field and Burroughs to do some investigative and preliminary
work. Field and Burroughs agreed to a contingency fee
arrangement for their representation of petitioner concerning the
Third Account.
Field told petitioner that he had spoken with his father-in-
law, Professor Halbach, regarding the Third Account. Field told
petitioner that Professor Halbach was the former Dean of Boalt
Hall School of Law at the University of California and a foremost
expert on trusts in the United States. Field also told
petitioner that Professor Halbach recommended that petitioner be
very aggressive in objecting to the Third Account.
Thereafter, DiLeonardo, Burroughs, and Field recommended
that petitioner object to the Third Account in two ways: (1)
Object to the actions of the Trustee during the period covered by
the Third Account and ask for reductions in the Trustee’s fees or
that the Trustee be surcharged, and (2) object to the Trustee’s
request for authority regarding new actions. Burroughs prepared
Objections to the Third Account and Report of the Trustee,
hereinafter sometimes referred to as the Objections, for
petitioner. Two meetings between DiLeonardo, Burroughs, Field,
and petitioner were held before petitioner signed the Objections.
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Last modified: May 25, 2011