November 8, 2023
Boston, MA, November 8, 2023 – Casner & Edwards attorneys Jordan P. Bowne and Russell J. Smith presented on the Boston Bar Association (BBA) webinar, “Challenging Blended Families: The Intersection of Trust Administration and Fiduciary Litigation When Two Families Become One,” November 7th. The program focused on the myriad of challenges presented during the administration of trusts involving blended families. Bowne served as moderator for the program and Smith provided practical tips on the common issues which arise from trusts involving blended families and how to avoid, limit or pursue litigation and ensure smoother administration when representing beneficiaries or fiduciaries in these scenarios.
Bowne focuses his practice on all areas of trusts and estates. He works directly with high net-worth clients to design, structure and implement estate planning and tax minimization strategies. Bowne’s practice also includes advising institutional and individual fiduciaries throughout the trust and estate administration process. He has experience advocating on behalf of trust and estate beneficiaries in resolving disputes with fiduciaries and other beneficiaries. Bowne also assists clients in pre-marital planning, including pre-nuptial agreements.
Smith specializes in fiduciary litigation, including probate matters, guardianships, conservatorships, will contests, actions to remove personal representatives and trustees, and complaints in equity. Additionally, he has been appointed by the Probate and Family Court as a fiduciary in contested matters, including as conservator and personal representative. At the request of certain clients, Smith also handles domestic relations matters.
About Casner & Edwards, LLP
Casner & Edwards, LLP represents businesses, individuals and institutions across New England and around the world, providing exceptional legal services with a personalized approach. With a rich history and a collaborative team of highly skilled attorneys, the firm has served clients with integrity and professionalism for nearly 50 years. Casner & Edwards is committed to providing partner involvement on every matter and delivering effective solutions tailored to meet the unique needs of each client.