Arla D. Cahill, Esq. and Richard I. Miller, Esq., Partners and Co-Chairs of the Special Needs Practice Group at Mandelbaum Barrett PC, recently won a favorable decision on behalf of the firm’s bank client, which filed a suit in 2021 to modify a special needs trust (SNT) agreement that appointed the bank as a professional co-trustee for a disabled child. The Superior Court of New Jersey Appellate Division affirmed the lower court’s decision to (1) terminate the SNT due to circumstances unanticipated by the settlor and (2) approve the formation of a new irrevocable trust for the child with the bank serving as co-trustee along with a new co-trustee. Richard represented the client in the lower court proceedings and Arla prepared and argued the appeal before a three-judge appellate panel.
These stories are successful case results from our attorneys. Please note that results may vary depending on your particular facts and legal circumstances.