The Law Office of Nicholas D. Ward

Washington, D.C.

Deposition as Expert Taken in the Following:

Baldin v. Peterson, CA 28-99 (DC)

Michael F. Curtin for Plaintiff
David B. Stratton for Defendant
Deposition taken 1988-89
Employed by David B. Stratton of Jordan Coyne.
Question of attorney liability to heir for writing will at behest of legatee for an allegedly incapacitated testatrix. Case settled.

Plater v. Gorman, CA 797-87 (DC)

Michael F. Curtin for Plaintiff
David B. Stratton for Defendant
Deposition taken 1988-89
Employed by David B. Stratton of Jordan Coyne.
Question of attorney liability to heir for writing will at behest of legatee for an allegedly incapacitated testatrix. Case settled.

Plater v. Gorman, CA 797-87 (DC)

James T. Wright for Plaintiff
David B. Stratton for Defendant
Deposition taken circa May 11, 1989.
Employed by James T. Wright
Question of attorney liability for dereliction in advice to personal representative regarding claims of heirs against estate under pre-1981 probate law. Case settled.

Gregory T. Mitchell v. Demetrios E. Anagnostiadis, CA 94 CA 963 (DC)

Marvin Szymkowicz for Plaintiff
Maurice E. Moylan for Defendant
Deposition taken September 20, 1994
Employed by Maurice E. Moylan.
Question of attorney liability for alleged improper supervision of execution of will. Case settled Spring 1995.

Diane Vakas v. James T. Reilly, CA 94- 3245 (DC)

Mark London for the Plaintiff
Jack B. Gould for the Defendant
Deposition taken January 9, 1995
Employed by Jack B. Gould, Eccleston and Wolf for defense.
Question of attorney liability as attorney or personal representative in not selling foreign real estate seasonably. Case settled.

Davidson v. Blum, CA 7079-96 (DC)

Jack A. Gould for Plaintiff, then George C. Courtot
Allen E. Hirschmann for Defendant
Deposition taken September 26, 29, 1997
Employed by Plaintiff.
Question of attorney conduct in seeking recovery for property from co-personal
representative and heir.

Robbins v. John E. Kerrigan, CA 162089 (Montgomery Co., MD)

John R. Erickson for Plaintiff
David B. Lamb for Defendant
Deposition take April 22, 1998
Employed by Plaintiff to testify as to duties of attorney/trustee of charitable remainder with regard to creating and administering the same.

Kogod v. Binstock, CA 1572-00 (DC)

Ira C. Wolpert for Plaintiff
Shirlie Norris Lake for Defendant
Deposition taken January 18, 2001
Employed by Plaintiff to testify as to errors made by estate planning attorney in not recommending disclaimer to minimize estate tax and failure to monitor client=s assets. Case settled.

Jonathan Robbins

David Lamb for the beneficiary
John Erickson for Jonathan Robbins

Engaged by Mr. Erickson to establish a defense as to the reasonableness of attorney/personal representative=s actions with regard to dealing with estate beneficiary in collecting and distributing assets. Deposition taken June 13, 2003. Case settled.

OliverDaniels v. Robbins, Circuit Court for Montgomery Co. MD CA 23515-V

David Lamb for the Plaintiff
Mark T. Foley for the Defendant
Engaged by Mr. Foley whether failure to settle litigation and drafting a trust to satisfy an obligation was proper. Deposition taken June 19, 2003.
Outcome unknown.

Burtoff v. Albert, 3 A.3d 337 (D.C. 2010) and related cases. (DC)

Glenn M. Cooper and Daniel S. Koch for Bruce D. Burtoff, MD and Jane Moretz- Edmisten and Stephen G. Cochran for David Albert.
Employed by Dr. Burtoff to testify on malpractice of Personal Representative in administering a decedent's estate to the disadvantage of the beneficiaries.
Deposition taken in Burtoff v Albert, CA 662-02 December 3, 2004 and in Estate of Ruth Faye Bernstein, Adm. 340-99 July 13, 2005, and in related case December 13, 2006. and continuation of December 3, 2004 deposition on November 3, 2010. Martin Mooradian now for Dr. Burtoff.

Cheeks v. Bress (Estates of v. Benson)

Case No. 04-C-05-000487 OC in the Circuit Court for Calvert County, Maryland
Samuel C. Steelman, Jr. for the Plaintiff
Alvin I. Frederick and James E. Dickerman for the Defendants
Engaged by Plaintiff to provide opinion on standard of care in advising clients of how a disclaimer trust is to become operative. Deposition taken October 6, 2006. Case settled under seal.

Hammond v. Baurley (Estate of Lecie O. Dixon) CA 2634M-06

Superior Court of D.C.
Jack Lapidus for Plaintiff
Matthew A. Rank for Defendant
Engaged by Plaintiff to provide opinion on standard of care in seeking appointment of personal representative. Deposition taken May 14, 2007.

Mary Calomiris v. Katherine Calomiris Tompros, et al LIT 24-09

Superior Court of D.C.
Scott Morrison, Stephen J. O’Connor, John D. Ward and Michael F. Curtin for Plaintiff
Brian Schwab and Steven P. Hollman for Defendants
Engaged by Defendants to provide opinion that Defendants’ actions as Trustees of a marital trust were within the wide latitude given trustees in exercising their discretion and hence met the standard of care.
Deposition taken July 15, 2010.