Engaged by a Decedent’s Survivors to Get Control of an Estate

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Overview

A man died leaving a $63MM estate, comprised of various personal assets and real estate. The estate assets transferred into a trust upon the man’s death. A large national bank was appointed by the decedent as trustee of the estate.  Patrick Mastrian was engaged by the decedent’s surviving daughters to get control of the estate away from the named trustee, when the bank regularly committed malfeasance in the administration of the estate assets.  After a trial on the merits, the court found in favor of Patrick’s clients, removed the bank as the trustee, and appointed the daughters as co-trustees to administer the estate according to their father’s testamentary expectations.    

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