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Massachusetts New York Probate & Fiduciary Litigation Newsletter

This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New York. Cases include Matter of Kotsones, 37 N.Y.3d 1154 2022 and Sloane v. Sloane, 100 Mass. App. Ct. 1125 2022 ....

New York , United States , Jonathan Sloane , Barbara Sloane , Linda Sloane Kay , Barry Sloane , Appeals Court , York Appellate Division , Appellate Division , York Court , Massachusetts Appeals Court , Appeals Affirms , Establish Undue , Appeals Court Declines , Exercise Discretionary Review , Fiduciary Duty Claim Against Attorneys In Fact , Mootness Grounds , Plaintiff Jonathan Sloane , Next Friend , Family Court , Estates And Trusts , Atter Of Kotsones , 7ny 3d 1154 2022 , Loanev Sloane , 00 Mass App Ct 1125 2022 , New York ,

McEndree v. Volke Beneficiary Affidavit Suit

In McEndree v. Volke, a beneficiary sued a trustee for breaching fiduciary duties. Though the trust was created in 1997, the beneficiary was not aware of it until 2016, and the beneficiary filed a motion for summary judgment based on deemed admissions and on the affidavit. ....

Security Administration , Eastland September , Social Security Administration , Estates And Trusts , Cendreev Volke , Fiduciary Duties , Reach Of Fiduciary Duties , Laim Against Trustee , Vidence To Support Claim Against Trustee , Ummary Judgment Procedure Print ,

Flores v. Branscomb Will Malpractice Suit

In Flores v. Branscomb PC, the decedent hired counsel to prepare a new will, which would have named the decedent’s granddaughter as her executor and as a beneficiary. The decedent died before signing the new will, and the granddaughter sued the decedent’s attorneys. ....

United States , Texas Supreme Court , Corpus Christi June , Estates And Trusts , Loresv Branscomb Pc , Attorney Client Relationship , Legal Malpractice , Privity Rule , Rivity To File Legal Malpractice Claim ,

Massachusetts & New York Probate & Fiduciary Litigation: Feb 2022

This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New York. Cases discussed include: Sacks v. Dissinger, Werther v. Werther and the Matter of the Colecchia Family Irrevocable Trust. ....

New York , United States , Morgan Stanley , Supreme Judicial Court , York Appellate Division , Year Limitation For Trust Contests , Matter Of The Colecchia Family Irrevocable , Appeals Court , Appellate Division , Massachusetts Appeals Court , Unjust Enrichment Claims , Trust Not Barred , One Year Limitation , Uniform Trust Code , Superior Court , Beneficiary Form After Decedent , Death Valid , Dept November , Court Clarifies , Leaves Procedural Question Open , Colecchia Family Irrevocable Trust , Massachusetts Uniform Probate Code , Trust Code , Estates And Trusts , Financial Institutions And Banking , New York ,

Massachusetts & New York Probate & Fiduciary Litigation: Feb 2022

This newsletter is intended to keep readers informed about developments in probate and fiduciary litigation in Massachusetts and New York. Cases discussed include: Sacks v. Dissinger, Werther v. Werther and the Matter of the Colecchia Family Irrevocable Trust. ....

New York , United States , Morgan Stanley , Supreme Judicial Court , York Appellate Division , Year Limitation For Trust Contests , Matter Of The Colecchia Family Irrevocable , Appeals Court , Appellate Division , Massachusetts Appeals Court , Unjust Enrichment Claims , Trust Not Barred , One Year Limitation , Uniform Trust Code , Superior Court , Beneficiary Form After Decedent , Death Valid , Dept November , Court Clarifies , Leaves Procedural Question Open , Colecchia Family Irrevocable Trust , Massachusetts Uniform Probate Code , Trust Code , Estates And Trusts , Financial Institutions And Banking , New York ,