News & Library

Perspecta Attorneys Draft Friend of the Court Brief

Two Perspecta Trust attorneys prepared a friend of the court (amicus) brief which was filed on behalf of the New Hampshire Trust Council in the New Hampshire Supreme Court, in the matter of In re Teresa E. Craig Living Trust, Docket No. 2017-0532. The brief addresses a question certified to the Supreme Court by the New Hampshire Probate Court regarding application of the pretermitted heir statute. The pretermitted heir statute (RSA 551:10) provides children (and their descendants) who were inadvertently omitted from a will with the same share of the estate they would have received had there been no will (an intestate share). In consideration of this statute, wills that are intended to disinherit one of more children are carefully drafted with specific language to avoid any question of inadvertent omission. In…


Perspecta Trust Announces Leadership Appointments

HAMPTON, N.H., Dec. 15, 2017 (GLOBE NEWSWIRE) — Perspecta Trust LLC announced today that Paul M. Montrone, co-founder, Chairman and Chief Executive Officer, has assumed the duties of President. In addition, Stephen J. Tall, Chief Operating Officer, has been appointed to the new role of Chief Fiduciary Officer. He and Anthony Annino, Chief Investment Officer, will report directly to Mr. Montrone. In addition to these changes, John Crowley will succeed Jay Cawley as Perspecta Trust’s Chief Financial Officer, effective January 1, 2018. Mr. Montrone explained, “In anticipation of our firm’s global expansion of its trust and investment services, these appointments will bring more focus to execution of our strategy and the day-to-day management of these areas of our business.” About Perspecta Trust Perspecta Trust is a family wealth strategic advisory…


Perspecta Attorneys Draft Friend of the Court Brief

Perspecta Trust prepared an amicus brief which was filed on behalf of the New Hampshire Trust Council in the New Hampshire Supreme Court, in the matter of Hodges, et al. v. Johnson, et al., Docket No. 2016-0130.  The brief seeks reversal of a ruling by the 7th Circuit Court, Probate Division that voided a series of decantings of an irrevocable trust established in 2004. The amicus brief can be read in its entirety here.