COVID-19: Necessary Legal Documents Part I ….or “The Cobbler Now Has Shiny Shoes”
As an attorney and Certified Financial Planner with a broad practice encompassing wills, estates and trusts, estate administration, small...
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My Five Million Dollar Recovery in a Fiduciary Litigation Case
The Trustees In matters where a trustee is acting neglectfully, or worse, maliciously toward the beneficiaries, the latter can feel...
Lee Allman
GoFundMe Scam Weigh In
I was honored to lend expert commentary on this high profile case for an NBC-10 Philadelphia news story. https://www.nbcphiladelphia.com...
Lee Allman
BENEFICIARIES & INDIVIDUAL CO-TRUSTEES SUCCESSFUL IN REMOVING CORPORATE CO-TRUSTEE WELLS FARGO BANK
On October 18, 2018, the Orphans’ Court in Susquehanna County (The Honorable Jason J. Legg) in the matter of In re: Warriner Trusts (No....
Lee Allman
When You Should Name Names: When Irrevocable Means…Irrevocable
Lee Allman, J.D., CFP®, LL.M. When you specialize in estate planning for clients, your goal is to write legal documents in an irrefutable...
Lee Allman
TRUST BENEFICIARIES CANNOT UNILATERLY INSERT CORPORATE TRUSTEE REMOVAL & REPLACEMENT PROVISIONS
Lee Allman, J.D., CFP®, LL.M. Attorneys, trust companies, banks and beneficiaries have been anxiously waiting for the Commonwealth of...
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