Estate of Stern v. Oppenheimer Trust Co.

The appellants challenge the trial court’s order dismissing the portions of their counterclaim against Oppenheimer Trust Company (“Oppenheimer”) relating to the Stern Charitable Remainder Unitrust (“CRUT”) due to a forum selection clause in an agency investment agreement governing that trust. We agree that the agency agreement is the sole document governing the relationship and duties between the parties as to the CRUT, and therefore affirm the trial court’s dismissal.

The appeal before us stems from a highly contentious and complicated guardianship proceeding regarding the now-deceased Idelle…