In Re Trust of Rosenberg

In 1984, Monroe D. Rosenberg executed a last will and testament and a trust agreement. He died on December 15, 2001, survived by his wife, Helen Brown Rosenberg, and his three adult children from a previous marriage: Marilyn Tipp, Maynard Rosenberg, and Howard Rosenberg. This case involves a dispute among the three children regarding Tipp’s handling of various assets in her capacity as successor trustee. The principal issue is whether, upon Monroe’s death, certain property passed to Tipp in her individual capacity, as she contends, or in her capacity as trustee, as claimed by. Maynard and…