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In Germain v. Girard, Case No. 09-P-1710, 2010 Mass. App. Unpub. LEXIS 1167 (Oct. 28, 2010), a decision issued pursuant to Rule 1:28, the Appeals Court addressed an award of legal fees pursuant to G.L. c. 215, § 39A.
This is the second decision issued by the Appeals Court in this case. The first decision, which I reported on two years ago, concerned the probate court's approval and allowance of a will that was executed by the decedent in 2004, shortly before his death. The probate court had rejected a claim that the will was the product of undue influence. The Appeals Court reversed this ruling and remanded the case to the probate court with instructions that the burden of proof on the undue influence claim should have been shifted to the petitioner, who is the decedent's stepdaughter, because her husband stood in a fiduciary relationship with the decedent and indirectly benefited from the will.
After a bench trial on remand, the probate court ruled that the stepdaughter had met her burden of proving that her husband had not unduly influenced the decedent. The Appeals Court affirmed.
The Appeals Court also affirmed the probate court's allowance of the stepdaughter's motion for legal fees pursuant to G.L. c. 215, § 39A. Section 39A authorizes the probate court to award an attorney compensation and reimbursement for legal services upon a showing that the services "conferred a benefit upon the estate, and 'benefit conferred' means assistance in 'creating, preserving, or increasing the estate.'" Because the work of the stepdaughter's lawyer preserved the decedent's will, the Court held that a benefit was conferred on the estate and that the lawyer was entitled to compensation under the statute.
Kaitlyn (Katie) Sapp co-presented on "Updates in Probate Law and Practice" at the Massachusetts Bar Association's Ninth Annual Probate Law Conference on November 8.
On February 11, the Hispanic Bar Association of New Jersey and Prudential will present the 11th Annual Corporate Counsel Conference.
On January 13, Darian Butcher will moderate and Alisa Hacker will speak at the Boston Bar Association webinar, "Breach of Fiduciary Duty Litigation: Superior Court Versus Probate & Family Court."
Margaret Meehan, Tiana Gianopulos and Alexis Gettier collaborated on an article, "New Direction: The Connecticut Uniform Directed Trust Act" for the Quinnipiac Probate Law Journal.
Mark Romance authored an article, "Five Tips for Representing a Non-Party Served with a Document Subpoena: Welcome to the Party?," published by the American Bar Association Section of Litigation.
New Jersey Office Managing Partner Paul Marino was featured in Capital Analytics Associates' Invest: North Jersey article, "Maintaining the Emphasis on Diversity, Equity and Inclusion."
Six Boston-based Individual Clients Department Day Pitney attorneys were named to Boston Magazine's Inaugural Top Lawyers of 2021 List.
Day Pitney Press Release
Day Pitney Press Release
Adam Myron, senior counsel resident in Day Pitney's West Palm Beach office, is running for judge in south Florida.
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