SO where is the Trust Documents anyway. Can you Imagine how much Tescher & Spallina was paid and they loose the Trust, they are involved in forgery and yet expected to still be trusted to handle estates, WOW.
"In addition, Plaintiffs allege that the beneficiaries to the Bernstein Trust are all of
Simon Bernstein’s children, including Eliot, although Eliot did not consent to being a Plaintiff in
this lawsuit. (Id. ¶¶ 5, 8.) According to Plaintiffs, at the time of his death, Simon Bernstein was
the owner of the life insurance policy and the Bernstein Trust was the sole surviving beneficiary
under the policy. (Id. ¶ 20.) Following Simon Bernstein’s death on September 13, 2012, the
Bernstein Trust, by and through its counsel in Palm Beach County, Florida, submitted a death
claim to Heritage under the life insurance policy at issue."
"On June 26, 2013, Jackson filed a Third-Party Complaint and Counter-Claim for
Interpleader pursuant to 28 U.S.C. § 1335(a) and Federal Rule of Civil Procedure 14 seeking a
declaration of rights under the life insurance policy for which it is responsible to administer. In
its Counter-Claim and Third-Party Complaint for Interpleader, Jackson alleges that it did not
originate or administer the life insurance policy at issue, but inherited the policy from its
predecessors. (R. 17, Counter ¶ 2.) Meanwhile, it is undisputed that no one has been able to
locate a fully executed copy of the Bernstein Trust. (Id. ¶ 19.)"
"On September 22, 2013, Eliot filed pro se Cross-Claims against Ted Bernstein and
Plaintiffs’ counsel Adam Simon, among others. (R. 35, Cross-Claim.) Construing his pro se
allegations liberally, see Luevano v. Wal-Mart Stores, Inc., 722 F.3d 1014, 1027 (7th Cir. 2013),
Eliot alleges claims of fraudulent conversion, breach of fiduciary duty, legal malpractice, abuse of the legal process, common law conversion, civil conspiracy, and negligence in connection with the administration of Simon Bernstein’s Estate in the Probate Court of Palm Beach County, Florida."
The Full Document Below