What constitutes undue influence sufficient to invalidate a deed? In Erikson v. Erikson, 105 Mass. App. Ct. 1115 (February 24, 2025), the Appeals Court of Massachusetts affirmed the Land Court’s invalidation of a deed on the...more
This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New York. Our lawyers are at the forefront of this area of the law, shaping how it is handled in...more
4/20/2022
/ Appeals ,
Asset Management ,
Beneficiary Designations ,
Breach of Duty ,
Durable Power of Attorney ,
Estate Claims ,
Estate Planning ,
Fiduciary Duty ,
Probate ,
Probate Courts ,
Undue Influence Claims
The Probate & Fiduciary Litigation Newsletter compiles recent Trust & Estate cases.
Brother Gets the Cat – and Not Much Else -
Where the decedent left his brother his “beloved old cat” and a small sum of money, and...more
2/14/2020
/ Appeals ,
Attorney-Client Privilege ,
Beneficiary Designations ,
Contract Drafting ,
Decedent Protection ,
Executors ,
Failure to Monitor ,
Fiduciary Duty ,
Inheritance ,
Marriage ,
Medical Expenses ,
Medical Reimbursement ,
Premiums ,
Probate ,
Spouses ,
Testamentary Trust ,
Testators ,
Trust Assets
The Probate & Fiduciary Litigation Newsletter compiles recent Trust & Estate cases. Our lawyers are at the forefront of this area of the law, shaping how it is handled in the Probate and Family Court. Goulston & Storrs is the...more
12/18/2019
/ Appeals ,
Beneficiaries ,
Beneficiary Designations ,
Consent ,
Debt ,
Decedent Protection ,
Estate Claims ,
Estate Planning ,
Expert Testimony ,
Family Law Courts ,
Fiduciary Duty ,
Insolvency ,
Litigation Strategies ,
Nursing Homes ,
Personal Property ,
Probate ,
Testamentary Capacity
The Probate & Fiduciary Litigation Newsletter compiles recent Trust & Estate cases. Our lawyers are at the forefront of this area of the law, shaping how it is handled in the Probate and Family Court. ...more
10/21/2019
/ Appeals ,
Asset Diversification ,
Asset Management ,
Beneficiaries ,
Business Litigation ,
Charitable Trusts ,
Decedent Protection ,
Diversification Requirements ,
Duty of Prudence ,
Duty to Settle ,
Executors ,
Fiduciary Duty ,
Filing Deadlines ,
General Electric ,
Guardians ,
Health Care Providers ,
Liability ,
Medical Records ,
Motion to Compel ,
Nursing Homes ,
Personal Representatives ,
Philip Morris ,
Probate ,
Request for Production ,
Stocks ,
Surrogate's Court ,
Tort ,
Trustees
The Probate & Fiduciary Litigation Newsletter compiles recent Trust & Estate cases. Our lawyers are at the forefront of this area of the law, shaping how it is handled in the Probate and Family Court. Goulston & Storrs is the...more
6/27/2019
/ Appeals ,
Beneficiaries ,
Breach of Duty ,
Decedent Protection ,
Estate Claims ,
Estate Planning ,
Exculpatory Clauses ,
Fiduciary Duty ,
Forfeiture ,
Legal Fees ,
LLC Agreements ,
No Contest Clause ,
Probate ,
Trustees
Disinherited Children Lose Challenge to Mother’s Will in New York Surrogate’s Court -
Matter of Loe, 2019 WL 657041 (N.Y. Sur. Feb. 13, 2019) -
Can disinherited children challenge their mother’s will based on possible...more