Jane Buffett's latest filing requests the court to intervene in removing Richard Mozenter as co-trustee Jimmy Buffett's widow Jane claims that the co-trustee for her late husband's estate is wasting" ...

Jimmy Buffett's widow Jane claims that the co-trustee for her late husband's estate is wasting" her money in a "retaliatory" lawsuit A source close to the Buffett family tells PEOPLE, "It's incredibly ...

Jane Buffett, the widow of “Margaritaville” singer Jimmy Buffett, is suing the co-trustee of his $275 million trust, claiming the trustee has not shared financial information about the account with ...

Royce Ramey, CFA, is co-CEO of Versant Capital Management, a multifamily office in Dallas and Phoenix serving ultra-high-net-worth families. Trusts are a powerful tool for families to transfer their ...

Jimmy Buffett's widow Jane Buffett and co-trustee Richard Mozenter are locked in a dispute over control of the late singer-songwriter's $275 million estate. In a new filing, Mozenter argued that ...

When hostilities break out between individual co-trustees, incumbent trust counsel faces a representation conundrum. In §8.8 of Loring and Rounds: A Trustee’s Handbook (2025), see appendix below, we ...

Anthony Grant reminds trustees that all serious decisions should be the subject of collaborative discussion in which all ...

In England, a power of removal is a “fiduciary power,” which “must be exercised for the benefit of the beneficiaries, not for the benefit of the person upon whom the power is conferred.” Lewin ¶ 13-41 ...