$125,000
Probate Litigation
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Case Details
Successfully won declaratory judgment action at trial pertaining to a P.O.D. account (pay on death account) for beneficiaries where bank lost or misplaced the required signed account agreement.
Additional Notes
The matter was affirmed on appeal in an unpublished opinion. In addition, successfully challenged spousal award requested of $135,000 and obtained waiver of spouse’s forced share after renunciation of wife’s will and waiver of bequest of marital trust due to conflicts of interest and breaches of fiduciary duty.