The Orphans’ Court has mandatory jurisdiction over a challenge to the validity of a beneficiary designation to a deferred compensation plan, and so a preliminary objection to the petition was dismissed. The petition alleged that the decedent changed the beneficiary … Continue reading
Tag Archives: Mistake
The mistaken beliefs by the settlors that transferring their home to an irrevocable trust would preserve their Medicaid eligibility and protect the home against health care claims were mistakes of law and not “circumstances that were apparently not anticipated” within … Continue reading
Court denied petition to enjoin sale of real estate, because in light of all the circumstances the agreement lacked fraud or mistake. Ferrari Estate, 2 Fid. Rep. 3d 325 (O.C. Montg. 2011) (Opinion by McCormick, J.) … Continue reading