Bill Goldberg is a litigator who represents companies and individuals facing a variety of complex commercial disputes. He also represents personal representatives, trustees, beneficiaries, and charitable organizations in estate and trust litigation. Bill’s broad litigation practice in these areas includes significant trial and appellate experience in the state and federal courts of Maryland, the District of Columbia, and Virginia, as well as alternative dispute resolution. He chairs Lerch Early's litigation practice.
Bill views litigation as a way to solve his clients’ problems so they can return to what they do best: running their businesses. Clients praise him for his enthusiasm and dedication to their cause, and Bill considers it his responsibility to pay that trust back. After meeting with Bill, clients leave knowing things are under control because he makes their challenges his own.
Business owners, general counsel, corporate officers, and other professionals rely on Bill’s sound, practical legal advice. His clients benefit from his objective counsel on how litigation may affect their business interests, as well as from his clear explanations of the pros and cons of different approaches to achieving their goals.
He is experienced in complex business litigation, including claims involving fraud and breach of fiduciary duty, contract and real estate disputes, non-compete and trade secret litigation, shareholder disputes, and business divorces.
Estate and Trust Litigation
Bill’s business and litigation background forms the basis of his estate and trust litigation practice. He represents beneficiaries, trustees, and personal representatives in estate litigation involving their rights and obligations under trusts and wills, claims of undue influence, and lack of capacity. He also litigates disputes involving fraudulent conveyances, lifetime transfers, and the removal of fiduciaries.
Bill, who is originally from Long Island, enjoys traveling to the beach in Florida with his wife and their twin boys and golfing at public courses around the Washington, DC area, especially Whiskey Creek.
Our clients’ father passed away and the executor of his large estate (our clients’ cousin, the nephew of the deceased) had paid himself several hundreds of thousands of dollars in commissions, even though he had performed only a series of ministerial tasks in his role as executor. Maryland statutory law permits executors to take a fixed percentage of the estate as compensation for their services, just as the executor in this case had done.
In a case of first impression, Lerch Early convinced a three-judge panel of the Orphans Court for Anne Arundel County that in this case, the executor’s fees were excessive, even though they were within the percentage allowed by statute, because it would have resulted in a windfall for the executor.
Accepting our argument that being named executor should not be a “lottery ticket” in a large but uncomplicated estate, the Orphans’ Court required the executor to return $100,000 in excess compensation to the estate for distribution to our clients, the beneficiaries.
Disclaimer: Each case is different and past results do not guarantee similar results in future matters.