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Discovery Proceedings in Estate Administration

By Adam J. Gottlieb The duty of an executor includes marshaling, or obtaining control over, the estate's assets. In certain circumstances, the executor cannot get control over all estate assets because another person may have possession of an asset. If the executor believes that another person...

Attempted Disclosure of Confidential Financial Information

Many estate litigators are familiar with the fight for disclosure of personal income tax returns or financial documents. Perhaps you have represented the beneficiary who insists upon the disclosure of a trustee's personal income tax returns because they are certain some "funny business"...