A fiduciary accounting that once cleared without challenge now draws an objection, a surcharge claim, and a forensic accountant pulling the trust apart line by line. Two of the most actively litigated fronts in trust and estate law are converging—the wave of surcharge claims following high-profile accounting disputes, and the surge in elder financial exploitation…
Mitchell Drossman · Amy E. Zinser · Emma K. Pletenycky · Michelle Orlowski · Catherine G. Schmidt · Elisa Pickel · Deena K. Feller · Parth N. Chowlera · Amy C. O’Hara · Brian L. Miller · Brad Dillon · Stacia C. Kroetz · Joseph P. Scorese · John M. Olivieri · Timothy M. Ferges · Kimberly A. DeMaro · Jack F. Meola · Sean R. Weissbart · Kyle G. Durante
Bank of America Chief Investment Office