The discharge of an executor or trustee is the ultimate end-game of most, if not all, estate and trust administrations. Affording that kind of comfort level to the fiduciary can be accomplished in one of two ways,...more
6/18/2018
/ Appeals ,
Beneficiaries ,
Duress ,
Executors ,
Fiduciary Duty ,
Fraud ,
Release of Liability ,
Surrogate's Court ,
Trustees ,
Trusts ,
Undue Influence Claims ,
Wills
While most decisions rendered by the Surrogate’s Court result from an affirmative request for relief, occasionally the court will address an issue on its own motion when justice or the exercise of its inherent or statutory...more
6/12/2017
/ Beneficiaries ,
Executors ,
Fiduciary Duty ,
Legal Fees ,
Negligence ,
Privity of Estate ,
Probate ,
Revocable Trusts ,
Sua Sponte ,
Trustees ,
Wills
Powers of attorney and trust instruments have each been the subject of many an estate plan. They each have also been the subject of multiple estate litigations. In combination, the two have served as fodder for controversies...more
1/20/2017
/ Attorney-in-Fact ,
Decedent Protection ,
Divorce ,
Estate Planning ,
Grantor Trusts ,
Marriage ,
Power of Attorney ,
Revocable Trusts ,
Spouses ,
Trusts ,
Uniform Trust Code ,
Wills