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fiduciary duty Tag

15 Apr “WASTING AWAY IN MARGARITAVILLE” UPDATE: COURT PERMITS JIMMY BUFFETT’S ESTATE TO DIMINISH OVER TRUST MANAGEMENT DISPUTE

Posted at 16:16h in Beneficiary, Estate Planning, Lawsuits, Michael Cohen Dallas Elder Lawyer, Music, Probate Administration, Trusts

A Florida court has recently ruled a co-trustee’s legal fees of $2 million in suing the co-trustee could be paid from Jimmy Buffett’s trust notwithstanding the petition opposition of the other co-trustee (who is Jimmy Buffett’s widow). Buffett’s widow has appealed and legal fees continue...

02 Apr I AM NOT MY SISTER’S KEEPER – JUDGE PERMITS AGENTS UNDER THE POWER OF ATTORNEY TO MAKE OFF WITH $5.576 MILLION TO THEMSELVES

Posted at 16:07h in Beneficiary, Estate Planning, Financial Powers of Attorney, Inheritance, Lawsuits, Michael Cohen Dallas Elder Lawyer, Power of Attorney, Taxes, Wills

A Massachusetts court of appeals has recently ruled that a gift of $5.576 million dollars by agents to themselves under a power of attorney was made in good faith. Frances Fern had a roller coaster relationship with her 4 children – Frank, Tony, Chris and Tracey. ...