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  • Crippen & Lawrence Investment Co., Inc. v. A Tract of Land Being Known As 444 Lemon Street, et al.

    Publication Date: 2020-11-16
    Practice Area: Civil Procedure | Real Estate | Trusts and Estates
    Industry: Real Estate
    Court: Georgia Supreme Court
    Judge: Justice Blackwell
    Attorneys: For plaintiff: John Hampton Coleman, (Coleman Law, LLC), Atlanta, for appellant.
    for defendant: Reginald L. Snyder, (Taylor English Duma, LLP), Atlanta, for appellee. James L. McDaniel, (McDaniel & Scott), Decatur, Barry Phillip Bettis, (Bettis Law Group, LLC), Alpharetta, for Amicus Appellant.
    Case Number: S19G1645

    Tax Sale Purchaser of Property Had Standing to Claim Estate Executor Had Impliedly Assented to Devise of Property

  • In re Estate of Hanson

    Publication Date: 2020-10-15
    Practice Area: Civil Procedure | Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Rickman
    Attorneys: For plaintiff: Ophelia Chan, Stephanie Carman, (The Chan Law Firm, LLC), Marietta, for appellant.
    for defendant: Louis Levenson, (Louis Levenson & Associates), Atlanta, George Lott, (Stack & Associates, P.C.), Atlanta for appellee. Bertram Boley, (Attorney at Law), Atlanta for other party.
    Case Number: A20A1109

    Georgia Probate Court Erred in Concluding it Had Jurisdiction to Order a Permanent Guardianship and Conservatorship Regarding Florida Resident and His Non-Georgia Property

  • In Re Estate of Butler

    Publication Date: 2020-08-17
    Practice Area: Damages | Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Colvin
    Attorneys: For plaintiff: J. Gnann, (Gannam, Gnann & Steinmetz LLC), Savannah, for appellant.
    for defendant: Roy Paul, (Bart, Meyer & Company, LLP), Savannah, for appellee.
    Case Number: A20A1272

    Probate Court Erred in Imposing Over $19,000 in Damages for Civil Contempt on Will Executor

  • Luke et al. v. Luke et al.

    Publication Date: 2020-08-06
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Chief Judge McFadden
    Attorneys: For plaintiff: Warren Mixon, (Mixon & Mixon), Ocilla, for appellant.
    for defendant: Kathryn Pinckney, Brent Savage, (Savage Turner & Pinckney PC), Savannah, for appellee.
    Case Number: A20A0022

    Trial Court Must Use Parol Evidence to Resolve a Latent Ambiguity in a Will's Provision on Devising a One-Fourth Interest in Certain Real Property to Decedent's Son

  • Wilson v. Wernowsky et al.

    Publication Date: 2020-07-30
    Practice Area: Attorney Compensation | Damages | Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Markle
    Attorneys: For plaintiff: James Penland, (Attorney at Law), Atlanta, for appellant.
    for defendant: Dana Richens, Edward Wasmuth, (Smith, Gambrell & Russell, LLP), Atlanta, for appellee.
    Case Number: A20A0641

    Widow Presented Sufficient Evidence to Go to Jury in Support of Her Successor-in-Interest Liability Claim Against Late Husband's Business Partner

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    Pennsylvania Commonwealth Court Rules 2024

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  • Lucas v. Charles Schwab & Company Inc. Ira Account No. XXXX-2410 et al.

    Publication Date: 2020-05-11
    Practice Area: Trusts and Estates
    Industry: Investments and Investment Advisory
    Court: Georgia Court of Appeals
    Judge: Chief Judge McFadden
    Attorneys: For plaintiff: Panos Constantinides, (Attorney at Law), Atlanta, for appellant.
    for defendant: Keisha Coleman, (McGuirewoods LLP), Bainbridge, Jeremy Moulton, (The Moulton Firm), Conyers, for appellee.
    Case Number: A19A1991

    Court affirms verdict that a decedent's ex-wife was the primary beneficiary of his IRA on the basis of his ratification of his agent's actions.

  • Glass et al. v. Faircloth et al.

    Publication Date: 2020-04-23
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Presiding Judge Doyle
    Attorneys: For plaintiff: Ann Ferebee, Jennifer Odom, Pierce Hand, (Bryan Cave LLP), Atlanta, Letitia McDonald, Lohr Beck-Kemp, (King & Spalding), Atlanta, Robert Reeves, Thomas Tate, Jaletta Smith, (Andersen Tate & Carr, P.C.), Duluth, for appellant.
    for defendant: Julie Jacobs, William Banks, Christopher Carr, (Attorney General), Atlanta, Gerald Davidso, (Mahaffey Pickens Tucker, LLP), Lawrenceville, James Manley, Jill Kuhn, William Withrow, Kathleen Campbell, (Troutman Sanders LLP), Atlanta, Whitney Groff, (Georgia Office of the Attorney General), Atlanta, for appellee.
    Case Number: A19A2190

    Trust Beneficiaries Could Seek to Modify Trust Without Having to Demonstrate Good Cause or Misconduct by Trustees

  • In Re Estate of Sean Timothy O'Connell

    Publication Date: 2020-04-21
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Reese
    Attorneys: For plaintiff: J. Levy, (Fine and Block Attorneys), Atlanta, for appellant.
    for defendant: Michael Higgins, (Higgins & Dubner), Atlanta, Steven Dubner, (Deming, Parker, Hoffman, Campbell & Daly, LLC), Atlanta, Lacey Briasco, (The Law Firm of Caryn S. Fennell PC), Woodstock, for appellee.
    Case Number: A19A2254

    Probate Court Properly Found That Appellant and Decedent Were Not Legally Married or in a Common-Law Marriage; Appellant Was Not Decedent's Surviving Spouse

  • In Re Estate of Louise Ray Burkhalter

    Publication Date: 2020-04-15
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Presiding Judge Dillard
    Attorneys: For plaintiff: James Davis, (Attorney at Law), Macon, for appellant.
    for defendant: Jenny Walker, Stuart Walker, Amy Fletcher, (Martin Snow, LLP), Macon, for appellee.
    Case Number: A19A2056

    Parties Objecting to Probate Proceeding Could Petition For Accounting or Removal of Executor Without Violating No-Contest Clause

  • O'Callaghan v. Samples

    Publication Date: 2020-04-03
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Mercier
    Attorneys: For plaintiff: Kathy O'Callaghan, Rome, for appellant.
    for defendant: William Marion, (Attorney at Law), Rome, for appellee.
    Case Number: A20A0494

    Court affirms petition for probate of will over challenge to decedent's testamentary capacity