Three recently reported decisions -- two of the superior court -- are worth noting briefly:
In Mannix v. Tighe, Case No. MICV 2008-0690, 2009 Mass. Super. LEXIS 396 (Dec. 30, 2009), the Middlesex Superior Court addressed the enforceability of an oral amendment to the schedule of beneficial interests in a trust. The decedent and the two defendants were each trustees and beneficiaries of the trust. Prior to the decedent's death, the decedent had apparently "bilked" the defendants of hundreds of thousands of dollars. When the defendants confronted the decedent, he told them to keep his interest in the trust property. Unfortunately for the defendants, however, the schedule of beneficial interests was never amended in writing to reflect the elimination of the decedent's interest in the trust, as required by the terms of the trust. Therefore, the court held that the defendants had breached their fiduciary duties by denying the decedent's estate its interest in the trust. Given the circumstances, however, the court rejected the estate's argument that it was entitled to prejudgment interest on its damages from the date of the breach, and instead ruled that prejudgment interest did not start to accrue until the complaint was filed pursuant to G.L. c. 231, § 6B.
In Hutchings v. City of Gardner, Case No. 2009-2074, 2009 Mass. Super. LEXIS 381 (Jan. 4, 2010), the Worcester Superior Court held that a non-attorney trustee of a trust could not represent the trust pro se in litigation. Quoting the Supreme Judicial Court, the court explained, "[p]lainly the commencement and prosecution for another of legal proceedings in court, and advocacy for another of a cause before the court ... are reserved exclusively for members of the bar."
In Marmer v. Kaufman, Case No. 09-P-669, 2010 Mass. App. Unpub. LEXIS 225 (Mar. 5, 2010), a decision issued pursuant to Rule 1:28, the Appeals Court affirmed summary judgment for the defendant administrator of the plaintiff's sister's estate. The plaintiff claimed that the administrator had reneged on an agreement to pay him funds and a portion of the assets of the estate. The court held that the agreement was unenforceable because it was not supported by valid consideration. In so holding, the court rejected the plaintiff's argument that estate tax savings resulting from the purported settlement constituted valid consideration, in part because the issue of a tax benefit was not raised until after the alleged promise the plaintiff sought to enforce. The court also rejected the plaintiff's argument that restoration of family harmony constituted valid consideration, because the plaintiff had no claim against the estate to surrender. In short, the plaintiff undertook to do nothing for the payments he anticipated receiving.
On November 9, Peter M. Shapland, chair of Day Pitney’s Trust Services and Fiduciary Compliance practice group and chair of the firm’s Trust Oversight Committee, served as a panelist at the Massachusetts Bar Association’s Sixth Annual Probate Law Conference held in Norwood, MA.
On October 10, Tiana Gianopulos will be a panelist at the Business and Professional Women's Success Series breakfast, presented by the Town and County Club in Hartford, CT.
On June 14, Angela Titus McEwan will be speaking on Estate Planning at a Variable Annuity Life Insurance Company (VALIC) Financial Literacy Seminar at CarePoint MSO in Jersey City, NJ.
Jay Kauffman and Paul Marino authored an article, "How Florida Affirmed Fiduciaries' Lawyer-Client Privilege," published by Law360.
Day Pitney partner Angela Titus McEwan authored an article, “Recent Cases Address Undue Influence in Will Contests,” published by the New Jersey Law Journal.
Gary Betensky and Michael Napoleone were featured in a profile, "Day Pitney LLP: Firm Expands to Better Serve South Florida Clients," published in the March issue of The Boca Raton Observer magazine.
Day Pitney Press Release
Day Pitney associate Darian Butcher has been elected as Vice President of the Board of Directors of GLBTQ Legal Advocates & Defenders (GLAD).
Day Pitney Press Release
Day Pitney associate Darian Butcher has been elected to serve on the Board of Directors of the Massachusetts Chapter of the Federal Bar Association (FBA).