Trusts and Estates
Overview
Connolly Gallagher’s Trust and Estate attorneys practice extensively in all bands of the trusts and estates spectrum in both Delaware and Pennsylvania:
- Planning at all levels of complexity, for both individual and bank and trust company clients
- Administration, whether representing trustees, executors, and other fiduciaries, or beneficiaries, in harmonious or difficult circumstances
- Where necessary, litigation, ranging from will contests and other estate controversies to trust disputes at the highest levels of stakes and sophistication
Three of our partners are fellows of the American College of Trust and Estate Counsel (ACTEC), placing our firm as an exclusive company among its Delaware peers.
In addition, multiple partners in our Trusts & Estates department have been honored by:
- Chambers High Net Worth
- Best Lawyers
- Super Lawyers
- Top Lawyers by Delaware Today Magazine
Representative Experiences
- In re the Trust f/b/o Samuel Francis duPont under Trust Agreement dated August 4, 1936, 2018 WL 4610766, 2018 Del. Ch. LEXIS 315 (Del. Ch. Sept. 25, 2018)
- In the Matter of the Trust under Will of Florence H. Brown dated Feb. 17, 1953, Del. Ch., T/U/W BROF0440S (Del. Ch. May 18, 2018)
- In the Matter of the Elsie B. Moore Scholarship Foundation, Del. Ch., C.A. No. 2017-0921-SG (Del. Ch. Feb. 23, 2018)
- In the Matter of Trust Created under Will of Harold S. Schutt, 2017 WL 3527623, 2017 Del. Ch. LEXIS 200 (Del. Ch. July 17, 2017)
- Ughetta v. Cist, Del. Ch., C.A. No. 9146-MA (2016)
- In the Matter of the Anthony C. Perkins Descendants’ Trust Under the Will of Jane Howard Perkins, Deceased, Del. Ch., C.A. No. 7103-VCL (2014)
- In the Matter of the Mildred Meredith Zuendel Trust, Del. Ch., C.A. No. 6988-ML (2012)
- Parrott v. Sasaki, Del. Ch., C.A. No. 7227-VCL (2012)
- Otto v. Gore, 45 A.3d 120 (Del. 2012)
- In the Matter of Trust for Grandchildren of Wilbert L. and Genevieve W. Gore, 2011 WL 3444569, 2011 Del. Ch. LEXIS 112 (Del. Ch., July 29, 2011)
- In the Matter of the Estate of Barry Bernstein, 17 A.3d 1172 (Del. Ch. 2011)
- Union Hospital v. Moor, Del. Ch., C.A. No. 3055-VCS (2010)
- In the Matter of Trust for Grandchildren of Wilbert L. and Genevieve W. Gore, 2010 WL 3565489, 2010 Del. Ch. LEXIS 188 (Del. Ch., Sept. 1, 2010)
- Crossan v. Anthony, Del. Ch., C.A. No. 3195-CC (2009)
- Humes v. Charles H. West Farms, Inc., 950 A.2d 661 (Del. Super. Ct. 2007)
- In the Matter of the Estate of Mabel A. Heigle, Deceased, 2007 WL 1532287 (Del. Ch., May 8, 2007)
- In the Matter of the Estate of John P. Lubach, Deceased, Del. Ch., C.A. No. 2309-VCS (2006)
- In re Will & Trust of Moor, 2005 Del. Ch. LEXIS 88
- Fischer v. Fischer, 864 A.2d 98 (Del. Ch. 2005)
- In the Matter of the Last Will and Testament of Lucy B. Pietlock, Deceased, Del. Ch., C.A. No. 582 (2005)
- In the Matter of Assunta Rich, 2004 WL 1366978 (Del. Ch., June 15, 2004)
- In re the Estate of Leslie Sanford Chavin, Del. Ch., C.A. No. 18405-NC (2000)
- Fike v. Ruger, 752 A.2d 112 (Del. 2000)
- Fike v. Ruger, 754 A.2d 254 (Del. Ch. 1999)
- Dickinson v. Wilmington Trust Co., 734 A.2d 642 (Del. 1999)
- In the Matter of the Trusts Created for the Benefit of Charles Perry Griffith, Jr., et al, Del. Ch., C.A. Nos. 8397, 8398, 9441, 10000, 10001, 10002, 10003-ML (consolidated)
- In the Matter of the Estate and Trust of Francis Joseph Sarapulski, Del. Ch., C.A. No. 10113-VCG
- In the Matter of Willie Snow, 2006 Del. Ch. LEXIS 7
- Cochran v. Supinski, 794 A.2d 1239 (Del. Ch. 2001) and 2002 Del. Ch. LEXIS 36, aff’d 813 A.2d 1140 (2002)
- City of Wilmington v. Rice, 1984 Del. Super LEXIS 603
- Biener v. Calio, 361 F.3d 206 (3d Cir. 2004), cert den., 125 S. Ct. 55 (2004).
- Fitzgerald v. Reardon, 576 A.2d 183 (Del. Ch. 1990)
- In re Will of Puwalski, 1996 Del. Ch. Lexis 14
- In the Matter of the Will of Frances M. Cooke, Deceased, Del. Ch., C.A. No. 7071-ML
- In the Matter of the Trusts Under Agreement Dated December 30, 1996 and the Trusts Under Agreement Dated January 13, 2006 Created by Michael J. Farrell, 2008 WL 5459270 (Del. Ch. 2008)
- In the Matter of the Purported Trust Under the Will of Mary Nina Palmer, Del. Ch., C.A. No. 5616-MA
- In the Matter of the Norman J. Weinelt Revocable Trust, Del. Ch., C.A. No. 5962-VCL
- State Personnel Commission v. Howard, 420 A.2d 139 (Del. 1980)
- Scrivens v. VanSant, 1980 WL 324485 (Del. Super.), aff
- Reliance Standard Life Ins. Co. v. Ross, 2009 WL 159184 (D. Del., Jan. 21, 2009)
- Peterson v. Hall, 421 A.2d 1350 (Del. 1980)