Trustee's Breach of Fiduciary Duty
N/AOUTCOME: Obtained a favorable settlement for the trust
Brought an action before the Burlington County Chancery Court to challenge disbursements made by a corporate trustee from a Special Needs Trust.
Cherry Hill, NJ
Estate planning Lawyer at Cherry Hill, NJ
Practice Areas: Estate Planning, Elder Law ... +2 more
OUTCOME: Obtained a favorable settlement for the trust
Brought an action before the Burlington County Chancery Court to challenge disbursements made by a corporate trustee from a Special Needs Trust.
OUTCOME: Obtained a favorable settlement for client
Represented the named beneficiary of a life insurance policy before the Federal District Court for the District of New Jersey in an interpleader action filed by the life insurance company as a result o ... f an incorrectly submitted change of beneficiary form
OUTCOME: Negotiated a favorable settlement
Brought an action for partition of estate assets in Atlantic County Chancery Court on behalf of the executor/beneficiary of an estate.
OUTCOME: Obtained favorable settlement for client
Brought an action on behalf of an heir to an estate before the Cumberland County Chancery Court to challenge a transfer made by an alleged power of attorney before the death of the decedent, thereby im ... properly removing the asset from the decedent’s estate and making it unavailable for distribution to the decedent’s heirs.
OUTCOME:
Represented beneficiaries, parents and legal guardians in actions before several Chancery Courts in New Jersey to remove trustees of various trusts, both with and without cause, and to modify specific ... terms of irrevocable trusts