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Anthony L. Marone's Legal Cases (2)

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Trusts

Special Needs Trust Litigation

N/A

OUTCOME: Trustee agreed to resign, repay the Department several hundreds of thousands of dollars, disgorged fees, and paid damages to the beneficiary.

After petition, Corporate Trustee of $1,000,000.00 plus Self-Funded Special Needs Trust resigned due to negligence and mismanagement. The Trust required the Trustee to review government benefits, which ... Trustee neglected for over ten years. The beneficiary received Medicaid during that time.

Trusts

Litigation of Special Needs Trust Mismanagement

N/A

OUTCOME: Trustee was removed from office for his self-dealing and surcharged.

Individual trustee managed Special Needs Trust for his disabled sister. He was also the contingent beneficiary of the Trust. Trustee failed to pay nearly all medical expenses for his sister, including ... items such as new glasses and dental work.