Author: Timothy E. Horn
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10.07.2024
Pennsylvania Supreme Court Weighs Benefits and Burdens of Maintaining Charitable Trust, Affirming Trial Court’s Decision Denying Termination of Same
In re Tr. B Under Agreement of Richard H. Wells Dated September 28, 1956, 311 A.3d 1057 (Pa. 2024) In September 1956, Richard H. Wells (“Wells”), President of First Seneca Bank and Trust Company (“First Seneca”), established the Richard H. Wells Revocable Trust Agreement (the “Trust”), naming First Seneca as corporate trustee. Prior to his […]
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09.06.2024
The Stranger to the Adoption Doctrine: Adult Adoptee Excluded from Class Gifts Made by Adoptive Parent’s Parents Due to Lack of Specific Intent
In the Matter of 1979 Inter Vivos Tr. of Alfred & Mary Sanzari, Grantors, Dated June 1, 1979, No. A-3612-21, 2024 WL 3249366, (N.J. Super. Ct. App. Div. July 1, 2024) This case involved a dispute over the inclusion of Carl Sanzari (“Carl”), an adopted adult, as the beneficiary of two inter vivos trusts created […]
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