January 2011

In Matter of Rivas, Surrogate Calvaruso of Monroe County addressed multiple legal issues pertinent to trustees, including but not limited to exoneration clauses, the Prudent Investor Act, delegation of investment responsibilities, and a fiduciary’s duty of loyalty. Frank Santoro discusses the case in our most recent entry.
Continue Reading Construction, Exoneration, Delegation, and Fiduciary Duty

At the time of her death in 1974, it was believed that Ellen Naomi Cohen a/k/a “Mama Cass” of the 1960’s rock-folk group The Mama’s & The Papa’s died intestate. But recent revelations indicate that she may in fact have had a will. Eric Penzer discusses these recent findings in our latest entry.
Continue Reading Mama Cass’s Estate – California Dreamin’ or a Nightmare?