Case Results

The Heritage Law Group Recovering Millions For Our Clients
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Our Case Results

TRIALS


Represented Plantiff

Represented Defendants against a lawsuit filed against them for conversion, breach of oral contracts, breach of fiduciary duty, breach of duties as bailee, and intentional misrepresentation. Plaintiff was seeking more than $1.2 million in damages for personal and real property she claimed was converted by Defendants.

Represented Plantiff

Represented Plaintiff against a real estate broker who had borrowed funds from his client and sought to have the note and deed of trust that secured the debt invalidated under a theory that the interest charged was usurious, even though it was the real estate broker who drafted the Note. The Heritage Law Group successfully won the case and verdict was entered in favor of Plaintiff. Plaintiff was awarded all outstanding amounts owed, along with interest, attorney’s fees, and all costs.

Represented Defendant

Represented Defendants against claim of fraud, fraudulent misrepresentation where Plaintiff was seeking damages more than $15 million dollars. Defendant strongly asserted that the case was meritless and that he had done no wrongdoing. Success-fully defended case and after long cause jury trial, the jury entered a verdict in favor of Defendant and the Plaintiff was awarded nothing.

Represented Defendant

The Heritage Law Group successfully defended the suit all the way to trial and proved that Plaintiff ’s allegations were meritless. Verdict at trial was entered in favor of Defendants on all causes of action. Plaintiff took nothing from her complaint.

ADA ACCESS DEFENSE


Settled for $13,000

Restaurant owner faced federal lawsuit for failing to provide equal access to dis-abled wheel chair bound adult. The federal lawsuit sought damages in excess of $100,000 plus attorney’s fees and costs. The case was settled for $13,000.

Settled for $8,000

Restaurant owner faced federal lawsuit for failing to accommodate service animal. The federal lawsuit sought damages in excess of $50,000 plus attorney’s fees and costs. The case was settled for $8,000.

CITY MUNICIPAL HEARINGS


Negotited Removal of Violation

Successfully defended against real property violation notice for real property located in City of Santa Clara. The City of Santa Clara claimed that the real property contained an illegal bedroom. The Heritage Law Group successfully negotiated removal of the violation notice and to have the area lawfully permitted.

Tree Permit Granted

Successfully appealed denial of tree removal permit for the City of Los Gatos. Tree had been the subject of approximately ten (10) year neighbor dispute and after The Heritage Law Group successfully settled the litigation in this matter to include removal of the tree the City of Los Gatos originally denied the tree removal permit because it was a protected tree. The Heritage Law Group, a P.C. filed an appeal and proved that the tree was a nuisance and was a threat of imminent harm. The tree permit was granted and the tree was removed.

Red Tag Removed

Successfully defended red tagged of real property located by the City of Santa Clara. Assisted clients in getting red tag removed and property rehabbed for sale.

AGENCY CASES


Negotiated a Restricted Real Estate License

Successfully defended against real estate license revocation. The agent faced revocation of her license because there was a crime of moral turpitude for theft she committed. The Heritage Law Group successfully negotiated a restricted license with the right to remove the restriction with Bureau of Real Estate (formerly Department of Real Estate) and agent could continue working with her license.

Negotiated Real Estate License Approval

Successfully defended against real estate license denial when applying for his real estate license. The license applicant was denied his license for having multiple driving under the influence charges and reckless driving charges for major speeding infractions when he was younger. The Heritage Law Group, a P.C. appealed the denial and successfully demonstrated that the crimes were committed in the agent’s youth and at trial the license as approved with restrictions with the right to remove the restriction at a later date.

Represented Real Estate Broker

Effectively defended real estate broker who faced revocation of his broker’s license for improper supervision of agent charged with defrauding clients. Agent did in fact defraud clients without real estate broker’s knowledge or consent.

Obtained a Restricted Broker's License

Meritoriously defended a real estate broker who faced revocation of this broker’s license due to trust account imbalances and irregularities. The Heritage Law Group, a P.C. successfully obtained a restricted broker’s license.

PROBATE/TRUST LITIGATION


Successful Removal of Trustee

Successfully petitioned court for removal of trustee who was committing self-dealing and using trust funds for her own personal expenses. Trustee was re-moved and third party trustee was appointed.

Settled a Will Contest Valued at $1,500,000

Successfully settled a will contest where the Plaintiff was facing charges of obtaining the will by fraud and undue influence. The Heritage Law Group, a P.C. was able to obtain a settlement whereby the Plaintiff was able to keep the real property in Sunnyvale, valued in excess of $1.5 million, that had been left to her in the will.

REAL ESTATE


Successfully Obtained Ownership Interest of Property

Successfully obtained ownership interest of real property owned by multiples persons but only one person on title and loan. The person on title claimed that he was the sole owner and denied any ownership interest to the other parties. The Heritage Law Group, filed suit and at mediation settled the matter with each owner getting their fair share. Property was sold and proceeds were split according to the ownership interest negotiated at settlement.

tECHNOLOGY STARTUP


Improper Use of Trade Secret Information

Defended against a claim of improper use of trade secret information. Client had left his old employer and opened his own business. His old clients found him and began using his services at his new company. Past employer claimed that client had wrongfully solicited customers by misappropriated trade secret information. The Heritage Law Group successfully defended the claim before litigation commenced and proved that the client had committed no wrongdoing and had not solicited any of his old customers. Past employer dropped the claim before filing suit. Case resolved quickly and without litigation.

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