Perspectives from AK&W
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COVID-19: Necessary Legal Documents Part I ….or “The Cobbler Now Has Shiny Shoes”May 23, 2024 at 10:42 PMAs an attorney and Certified Financial Planner with a broad practice encompassing wills, estates and trusts, estate administration, small...
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My Five Million Dollar Recovery in a Fiduciary Litigation CaseMay 23, 2020 at 2:30 PMThe Trustees In matters where a trustee is acting neglectfully, or worse, maliciously toward the beneficiaries, the latter can feel...
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GoFundMe Scam Weigh InNovember 26, 2018 at 11:00 AMI was honored to lend expert commentary on this high profile case for an NBC-10 Philadelphia news story. https://www.nbcphiladelphia.com/news/local/Expert-Weighs-in-on-Alleged-GoFundMe-Scam_Philadelphia-501203002.html -
BENEFICIARIES & INDIVIDUAL CO-TRUSTEES SUCCESSFUL IN REMOVING CORPORATE CO-TRUSTEE WELLS FARGO BANKNovember 26, 2018 at 3:00 PMOn October 18, 2018, the Orphans’ Court in Susquehanna County (The Honorable Jason J. Legg) in the matter of In re: Warriner Trusts (No. 1977-120 O.C. and No. 1987 – 45 O.C.)(Orphans’ Court of Susquehanna County, October 18, 2018) handed down a lengthy 106... -
When You Should Name Names: When Irrevocable Means…IrrevocableMarch 30, 2018 at 5:00 AMWhen you specialize in estate planning for clients, your goal is to write legal documents in an irrefutable way. Never has this been so apparent, as it was in a case where I used the law to protect my client from being removed from a Trust.Recently, I succ... -
TRUST BENEFICIARIES CANNOT UNILATERLY INSERT CORPORATE TRUSTEE REMOVAL & REPLACEMENT PROVISIONSAugust 30, 2017 at 11:30 AMAttorneys, trust companies, banks and beneficiaries have been anxiously waiting for the Commonwealth of Pennsylvania Supreme Court’s ruling in the Edward Winslow Taylor (“EWT”), slip op., No: 15 EAP 2016, (Pa. Supreme Ct. 7-19-2017) matter. Now the wait is...
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