May 1, 2023 | Estate Planning Litigation
Recently, Schoenbeck & Erickson, PC, defended the Will and Trust of Phillip and Alice Mack when challenged by their son, Robert Mack. Mr. Mack claimed to have had a “partnership” with his father and that “partnership” entitled him to half of the present value of...Apr 18, 2019 | Estate Planning Litigation
On April 15, 2019, Lee Schoenbeck and Joe Erickson completed a three-day jury trial in Sioux Falls over a Will. The jury found for our clients on all the issues. The Will was challenged as to whether it was correctly signed by the testator and the witnesses, and also,...Mar 21, 2017 | Estate Planning Litigation
At the end of the first day of a trial before Judge Portra in Brown County, the Judge granted our motion to require the return of $504,923.52 to a conservatorship. During the conservatorship, all of these funds were placed in accounts at the First State Bank of Roscoe...Jan 8, 2016 | Estate Planning Litigation
After a two-day jury trial, a Codington County jury ruled for our client, the Personal Representative, in recovering two joint accounts. The niece had been added to the aunt’s joint accounts for convenience purposes. When the aunt died, the niece kept the accounts. We...Jul 17, 2015 | Estate Planning Litigation
In a Codington County jury trial, we were successful in defending the wishes of a testator as reflected in her Last Will and Testament that was signed near the very end of her life. The Last Will and Testament left the bulk of her estate to charity. Two nieces...