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Home→Tags standing - Page 2 << 1 2 3 4 5 >>

Tag Archives: standing

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Beneficiary Receiving Annuity Lacked Standing

A beneficiary who is entitled to an annuity of $2,400 each year for life from a trust did not have have a “direct, immediate and substantial” interest in transactions reported in the trustee’s account covering a period during which the … Continue reading →

Posted in Opinions | Tagged standing

Action Against Agent for Change of Beneficiary Designation

In action against agent, former beneficiary of retirement account had standing to object to change of beneficiary designation by agent. Because the action was against the agent individually, and not the decedent’s estate, the Dead Man’s Rule will not apply. … Continue reading →

Posted in Opinions | Tagged Agent's liability, Dead man's rule, ERISA, standing

Standing of Disinherited Children to Challenge Will

The children of the decedent, as intestate heirs, might not have standing to challenge the probate of a will when there is an earlier will that has not been challenged and which provides no benefit to the children. William E. … Continue reading →

Posted in Opinions | Tagged Jurisdiction, standing, Will contest

Beneficiaries of Revocable Trust Lack Standing

The beneficiaries of a revocable trust have no standing to object to investments made by the trustee during the settlor’s lifetime to which the settlor consented and approved because the duties of the trustee were owed exclusively to the settlor. … Continue reading →

Posted in Opinions | Tagged Breach of Fiduciary Duty, Revocable trust, standing

Annuitant Has Standing in Trust Disputes

A beneficiary who is entitled to an annuity from a trust has standing to object to the account of the administration of the trust, to object to the division of the trust, to object to a new fee schedule for … Continue reading →

Posted in Opinions | Tagged standing

Beneficiary of Unsigned Trust Amendment Lacked Standing

Nephew who would have received half of estate under unsigned amendment to the decedent’s revocable trust, but instead of half of the estate, did not have standing in malpractice action against lawyers who prepared the trust amendment under Agnew v. … Continue reading →

Posted in Opinions | Tagged Lawyer malpractice, standing

Standing to Demand Agent Account

The denial of a petition for an agent to account is a final order which is appealable as of right. Although the petitioner was an intestate heir of the principal, she did not have standing to demand an accounting by … Continue reading →

Posted in Opinions | Tagged Accounting by agent, standing

Residuary Beneficiaries Have Standing for Malpractice over TOD Account

Decedent’s grandchildren, as 30% residuary beneficiaries under the will drafted by the defendant law firm, have standing to pursue a malpractice action against the law firm when the bulk of the decedent’s assets were in a “transfer on death” brokerage … Continue reading →

Posted in Opinions | Tagged Lawyer malpractice, standing

Former Spouse Had no Standing over Trust Income

The former wife of the income beneficiary of an irrevocable inter vivos qualified terminable interest property (QTIP) trust had no standing to object to the trustee’s failure to collect income of the trust even though (a) the former wife would … Continue reading →

Posted in Opinions | Tagged Spendthrift clause, standing

Grandmother Lacked Standing in Termination of Parental Rights

Maternal grandmother lacked standing to object to termination of mother’s parental rights even though grandmother had custody of children and would have standing in future adoption proceedings.  Adoptions of S.W. and J.W., 7 Fid.Rep.3d 246 (Montgomery Co. O.C. 2017). … Continue reading →

Posted in Opinions | Tagged Parental rights, standing

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