Today, Attorney Long had an outstanding win for his client in a #fiduciarylitigation matter today. The #NorfolkSuperiorCourt ruled the following: “After hearing, the Court allows the plaintiff’s Motion to the extent that the defendant must bear the burden of establishing the lack of undue influence when he acted in the role as a fiduciary in assisting [his sister] in changing the designation of beneficiary on her 401(k) Retirement Savings Plan with [her employer] and on her life insurance policy to personally benefit [himself].” Congratulations! #beneficiaryrepresentation #trustee #fiduciaryduty #dedham #quincy #brookline #massachusetts

by jker | Oct 19, 2018 | Trusts & Estates