By Alexa Woronowicz | September 29, 2017
Court Rules Decedent's Spouse Stated Cause of Action in SCPA 2103 Turnover Proceeding
By Alexa Woronowicz | September 29, 2017
Petitioner failed to establish undue influence or lack of testamentary capacity where her mother executed a will that left her entire estate to another family member.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | September 28, 2017
We thought it would be worthwhile to remind our readers about popular approaches for significant year-end charitable giving. In particular, this article will review various charitable planning techniques whereby valuable income tax deductions can be generated currently, but the distributions to charitable recipients, and the decision making about which charitable recipients will benefit, may be postponed to later years.
By John Council | September 28, 2017
Probate court trials usually involve fights between heirs over minor amounts of money and property. But three Dallas lawyers used a probate case to take on the largest bank in the U.S.—and won a stunning $4 billion punitive damage award against JPMorgan Chase for mishandling an estate.
By John Council | September 27, 2017
Probate court trials usually involve fights between heirs over minor amounts of money and property. But three Dallas lawyers used a probate case to take on the largest bank in the U.S.—and won a stunning $4 billion punitive damage award against JPMorgan Chase for mishandling an estate.
By Nate Robson | Texas Lawyer | September 27, 2017
A Texas jury has hit JP Morgan Chase for more than $4 billion in damages for mishandling the estate of a former information technology executive who pioneered American Airlines' SABRE reservation system.
By newyorklawjournal | New York Law Journal | September 26, 2017
Executor's Accounting, Amended SNT Applications for Son Under Disability Granted
By Nate Robson | September 25, 2017
A Texas jury found the bank breached its fiduciary duties when it failed to handle the $19 million estate of a former information technology executive who died without a will.
By thelegalintelligencer | The Legal Intelligencer | September 22, 2017
Orphans' court did not err in denying photocopy of will to probate, where court credited forensic examiner's testimony indicating discrepancies with the photocopy raising questions of the document's authenticity, and found beneficiary's testimony of circumstances of finding photocopy not credible. Order of the orphans' court affirmed.
By thelegalintelligencer | The Legal Intelligencer | September 19, 2017
The plaintiff estate was entitled to relief on its motion for reconsideration where it challenged certain mathematical errors in the court's calculations that were evident on the face of the court's order but not as to claims that involved more than just a mathematical error. The court granted plaintiff's motion for reconsideration in part.
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