Dismissal of Challenge to Estate and Trust on Grounds of Undue Influence and Conflict of Interest

Matter of Levovitz, Docket No. 188556 (Ch. Ct., Ocean County 2012)

Attorney Andrew W. Heymann successfully represented the fiduciaries of a New Jersey estate, who were also the nominated trustees under a pour-over trust, from claims of undue influence and conflict of interest, establishing that the decedent had the requisite testamentary capacity and that the will and trust instruments were duly executed. All claims dismissed on summary judgment.