Trustee and Guardian Fees – Tips from the Sidelines on Proper Billing Practices

We recently handled a matter involving a variety of claims pertaining to special needs trusts and a guardianship established for the benefit of an individual who became incapacitated after a tragic car accident.  The Court was presented with a myriad of issues stemming from the conduct of the trustee and professional guardian and her controversial […]

Importance of Counsel Testimony

In cases involving the construction or validity of an estate plan, the testimony of counsel who prepared the plan often is pivotal – for good or ill. Such was the case in Tay v. Grondin in which we defended the Trustee from an action seeking to remove and surcharge him for alleged mismanagement of the sale of a […]

New MBA Ethics Opinion Discusses Release of Deceased Client’s Estate Planning File

It’s a situation that estate planning petitioners sometimes encounter: a relative of a recently deceased client requests a copy of the attorney’s file relating to the execution of the decedent’s will.  Sometimes it’s the proponent of the will.  Sometimes it’s a disappointed heir who has mounted (or is considering) a will contest.  Maybe the file […]