Author: Daphne Goldman
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11.27.2022
PA Superior Court Finds that Payment of Trustee Commissions Is Not Sufficient Basis for Trust Termination
In Re: Trust B under Agreement of Richard H. Wells dated September 28, 1956, No. J-A18026-22, 2022 PA Super 154 (Pa. Super. Sept. 7, 2022) In a case of first impression, the Pennsylvania Superior Court held that the payment of reasonable trustee’s commissions did not constitute a sufficient basis for termination of a trust under […]
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06.29.2022
Case Summary: The Fiduciary Exception to Attorney-Client Privilege in Pennsylvania
In Re: Trust Established under Agreement of Sarah Mellon Scaife, Deceased dated May 9, 1963, No. J-A06008-22, 2022 WL 1617129, (Pa. Super. May 23, 2022) In the context of litigation regarding objections to a trustees’ account, the estate of a deceased beneficiary sought production of unredacted versions of previously produced documents on the basis of […]
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