• Peterson et al. v. Peterson et al.

    Publication Date: 2019-12-06
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Coomer
    Attorneys: For plaintiff: Rosemary Armstrong, (Armstrong Nix, P.C.), Atlanta, Joseph Burton, (Mozley Finlayson & Loggins LLP), Atlanta, for appellant.
    for defendant: R. Russell, (Russell & Russell, PC.), Clayton, George Rountree, (Brown Rountree & Stewart PC), Statesboro, for appellee.

    Case Number: A19A1428

    Trustee Not Free to Ignore Fiduciary Duties on Ground She Was Also Beneficiary Under Same Trust Instrument

  • Waldon et al. v. Alger et al.

    Publication Date: 2019-12-02
    Practice Area: Civil Procedure | Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Reese
    Attorneys: For plaintiff: Joseph Willard, (Attorney at Law), Rossville, for appellant.
    for defendant: Bobby Cook, (Cook & Connelly), Summerville, William Cunningham, (Attorney at Law), Lafayette, Joshua Weiss, (Cavett, Abbott & Weiss, PLLC), Chattanooga, for appellee.

    Case Number: A19A0869

    In litigation involving three Florida trusts, court affirms in part and reverses in part dismissal of trust grantor complaint for injunctive relief and damages

  • In Re Estate of Kevin Lee Hanson

    Publication Date: 2019-11-13
    Practice Area: Civil Procedure | Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Phipps
    Attorneys: For plaintiff: Ophelia Chan, Stephanie Carman, (The Chan Law Firm, LLC), Marietta, for appellant.
    for defendant: Louis Levenson, George Lott, (Louis Levenson & Associates), Atlanta, for appellee. Bertram Boley, (Attorney at Law), Atlanta, for other party. Robert Noll, Richard Milstein, (Akerman LLP), Miami, for other AM.

    Case Number: A19A1494

    Court Did Not Have Jurisdiction to Appoint Parents as Deceased Son's Co-Guardians and Co-Conservators; Order Is Vacated and Remanded

  • Harriet H. Rondowsky, as co-trustee of the Charles C. Harman Trust v. Mary Harman Beard, as Executrix of the Estate of James H. Beard, III

    Publication Date: 2019-11-13
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Presiding Judge Dillard
    Attorneys: For plaintiff: Brian Deutsch, Benjamin Pierman, (McCurdy and Candler, LLC), Decatur, for appellant.
    for defendant: Thomas Barton, Aaron Tady, (Coles Barton LLP), Lawrenceville, for appellee.

    Case Number: A19A1165

    Estate's Trustee Who Acted Without Her Co-Trustee's Consent Lacked Standing to Unilaterally Bring Suit Against the Estate

  • Schinazi et al. v. Eden, as Trustee of TE 2005 Schinazi GST Grantor Trust

    Publication Date: 2019-08-21
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Reese
    Attorneys: For plaintiff: Nicole Wade, George Wilson, (1180 West Peachtree Street NW), Atlanta, for appellant.
    for defendant: LeAnne Gilbert, Craig Frankel, (Gaslowitz Frankel LLC), Atlanta, Jared Cloud, (McDermott Will & Emery LLP), Chicago, for appellee.

    Case Number: A19A0474

    Court Approves of Trial Court's Order Denying Motion to Compel Arbitration as Untimely Where Movant Waited Until After Summary Judgment to Seek Arbitration

  • Leanhart et al. v. Knox

    Publication Date: 2019-08-16
    Practice Area: Contractual Disputes | Trusts and Estates | Wrongful Death
    Industry: Automotive
    Court: Georgia Court of Appeals
    Judge: Judge McMillian
    Attorneys: For plaintiff: Micheal Easter, (The Weinstein Firm, LLC), Atlanta, for appellant.
    for defendant: Austin Perry, (McClure, Ramsay, Dickerson & Escoe), Toccoa, for appellee. James Purcell, Phillip Perry, (Fulcher Hagler, LLP), Augusta, for other party.

    Case Number: A19A0690

    Trial Court Had Authority to Apportion "High-Low" Agreement Settlement Proceeds Between Two Competing Claims

  • Callaway v. Willard

    Publication Date: 2019-08-09
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Chief Judge Dillard
    Attorneys: For plaintiff: William Neville, (Callaway, Neville & Brinson), Claxton, for appellant.
    for defendant: Luke Lantta, (Bryan Cave Leighton Paisner LLP), Atlanta, Lloyd Murray, (Lloyd D. Murray, Sr., Attorney at Law), Richmond Hill, J. Edenfield, (Spivey, Carlton & Edenfield, P.C.), Swainsboro, for appellee.

    Case Number: A19A0139

    Court affirms partial summary judgment for trust beneficiaries against trustee

  • Kellar v. Davis et al.

    Publication Date: 2019-07-17
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Presiding Judge Doyle
    Attorneys: For plaintiff: Louis Levenson, George Lott, (Louis Levenson & Associates), Atlanta, for appellant.
    for defendant: Melissa Gilbert, (Gregory, Doyle, Calhoun & Rogers, LLC), Marietta, for appellee. Jerry Landers, (Attorney at Law), Marietta, for other party.

    Case Number: A19A0199

    Court Affirms Dismissal of Challenge to Will Validity Where Testator Was Still Alive, Applying Established Rule Against Testing the Validity of a Will Prior to Death of Testator

  • Dodd v. Dodd

    Publication Date: 2019-06-21
    Practice Area: Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Rickman
    Attorneys: For plaintiff: Morgan Robertson, (Robertson, Bodoh & Nasrallah, LLP), Marietta, for appellant.
    for defendant: Pamela Stephenson, (Stephenson Reynolds Law), Decatur, for appellee.

    Case Number: A19A0178

    Complaint seeking reimbursement of funeral expenses is remanded to probate court.

  • In re Estate of Aquilla Wheeler

    Publication Date: 2019-04-11
    Practice Area: Civil Procedure | Trusts and Estates
    Industry:
    Court: Georgia Court of Appeals
    Judge: Judge Coomer
    Attorneys: For plaintiff: Thomas Wheeler, Dublin, for appellant.
    for defendant: Jimmy Wheeler, Bowman, Charles Butler, (Attorney at Law), Dublin, for appellee.

    Case Number: A18A1971

    Pro Se Appellant Lacked Standing to Pursue Appeal on Behalf of Decedent's Estate Administrator