In re the Estate of Zora P. Palermini
Feb 25, 2019OUTCOME: Estate prevailed at trial
An Estate Planning client's Personal Representative sued a beneficiary and fiduciary of the trust and estate for many claims after the client's death. The claims in which the estate prevailed at trial ... included a fraudulent transfer, undue influence, breach of fiduciary duties and financial exploitation. Mr. Kenney was the attorney who drafted the estate planning documents and was a key witness at trial in helping the estate prevail.