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220 results for '* topic:"Trusts and Estates"' You can use Search Constraints to get even better search results
Publication Date: 2018-10-09
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Herron
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1158
A party contesting a will failed to meet her burden of proof, because she did not present any testimony or documentary evidence in support of her claims of undue influence or lack of testamentary capacity.
Publication Date: 2018-10-09
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Herron
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1156
Petitioner was entitled to remove respondent as the corporate trustee of her special needs trust and replace it with a successor trustee where the express terms of the trust agreement gave her authority to remove a corporate trustee for any reason with court approval. The court granted petitioner's petition.
Publication Date: 2018-10-09
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Bowes
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1185
Trial judge erred in denying a mistrial and granting a nonsuit at the close of appellant's case in chief, in action by decedent's children alleging fraud and the failure of their legacy, where decedent's wife suddenly waived her assertion of attorney-client privilege in opening statement after asserting it throughout discovery because the trial court should have either excluded the testimony or allowed appellants to depose wife and attorney to discover the substance of the undisclosed communications. Vacated and reversed.
Publication Date: 2018-10-09
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Herron
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1159
The substantial compliance doctrine did not apply to a situation where an annuity owner failed to properly execute a change of beneficiary form, or to follow up with the insurance company after it notified him of a problem. Therefore, the court held his attempted beneficiary change was ineffective.
Publication Date: 2018-10-09
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Herron
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1157
The court surcharged an accountant appointed as guardian of an elderly woman's person and estate where funds went inexplicably missing from the estate and the guardian engaged in self-dealing. The court sustained objections to a final accounting.
Law Journal Press | Digital Book
Authors: George Bochetto, David P. Heim, John A. O’Connell, Robert S. Tintner
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Publication Date: 2018-09-25
Practice Area: Labor Law | Trusts and Estates
Industry: Investments and Investment Advisory
Court: U.S. District Court for Pennsylvania - Western
Judge: District Judge Eddy
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1138
Motion to dismiss negligence counterclaim denied where defendant's alleged harm was sufficiently fixed as plaintiff pension fund's alleged negligence precluded decedent from making correction to beneficiary designation in favor of defendant. Motion to dismiss denied.
Publication Date: 2018-09-18
Practice Area: Family Law | Trusts and Estates
Industry: Health Care
Court: Courts of Common Pleas, Monroe County
Judge: Judge Williamson
Attorneys: For plaintiff:
for defendant:
Case Number: 18-1034
Petitioners failed to demonstrate that decedent lacked sufficient mental capacity to execute a new will where they produced no medical evidence to support the claim and they themselves had decedent sign an attorney contingency fee agreement during the same period, illustrating confidence in decedent's mental capacity. The court denied a petition to vacate decedent's will.
Publication Date: 2018-08-21
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Gantman
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0976
Spouse not entitled to spousal share of real properties transferred by deceased spouse in the year prior to decedent's death where properties previously titled solely in decedent's name and spouse failed to present any evidence properties were legally acquired by spouse and decedent as tenants by the entireties. Decree of the orphans' court affirmed.
Publication Date: 2018-08-21
Practice Area: Discovery | Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Shogan
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0977
Discovery order directing trustee to produce unredacted attorney invoices incurred during trust administration/accounting not appealable as collateral order where invoices necessary for trust beneficiaries to redress breaches and therefore unprotected by attorney-client privilege or work product doctrine. Appeal quashed.
Publication Date: 2018-07-17
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Stevens
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0834
Orphans' court properly imposed a surcharge on appellant former executrix for her failure to administer decedent's estate with reasonableness and prudence where estate attorney embezzled estate funds. Affirmed.
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