Bryan Cave recently reported that in a recent case before the New York Surrogate’s Court, an executor, the only beneficiary under a will, tried to represent the estate pro se.  Big mistake!  The Court, in Matter of Van Patten, held that the executor was improperly practicing law without a license.

via If You Think You Can Represent Yourself as an Executor, Think Again! | Bryan Cave Fiduciary Litigation.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.