Category Archives: surcharge

2017-2018 Minnesota Case Law Update

The annual 2017 – 2018 Minnesota Case law update is located here at 2018 Minnesota Case Law Update.

Posted in Ante Nuptial, appeals, Attorney fees, attorney-client, Augmented Estate, Bond, case law, Case Law Update, Challenging Parentage, Children, Claims, Conservatorship, Election Against The Will, Elective Share, Equitable, Exempt Property, Financial Exploitation, Formal Probate, Good Faith Purchaser for value, Guardianship, Homestead Exemption, Informal Probate, Malpractice, Notice, Parentage, Personal Representative, Power of Attorney, Prince Estate, probate, Removal, Some Damage, Spousal Rights, Standing, Statute of Limitations, Strict Compliance, surcharge, trust, Uncategorized, Undue Influence, Vulnerable Adult

The court can enforce an equitable bond in a conservatorship surcharge matter.

In re the Guardianship and Conservatorship of Helen Vikla, Conservatee, A17-0449, Filed March 12, 2018 (MN.App. 2018). Estate Resources, Inc. (ERI) is a now defunct professional conservator that (to put it charitably) breached its fiduciary duty to many of its … Continue reading

Posted in Bond, Conservatorship, Equitable, Guardianship, surcharge, Uncategorized