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Tag Archives: estate-planning

ANTON J. BERK v. CAROLE A. BERK ET AL.

Anton Berk filed a multi-count civil action in the Circuit Court for Montgomery County against Carole Berk, several lawyers and a law firm for their various roles in implementing estate planning arrangements made by Anton’s deceased father, Maurice Berk. Carole, Maurice’s wife, was a trustee of an irrevocable insurance trust established by Maurice. The circuit court granted summary judgment in favor of Carole and dismissed Anton’s claims against the other defendants. On appeal, Anton argues that the circuit court erred in doing so.

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