Fortune | FORTUNE 10小时前
Jimmy Buffett’s widow accuses late musician’s financial advisor of mishandling his $275 million estate
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吉米·巴菲特去世后,其遗孀简·巴菲特与遗嘱执行人理查德·莫森特在遗产管理权上陷入法律纠纷。简·巴菲特指控莫森特未能提供信托资产信息,并收取不合理费用,要求将其移除。莫森特则声称巴菲特设立信托时对其妻子管理资产的能力存有顾虑。双方已在加州和佛罗里达州提起诉讼,简·巴菲特希望在佛罗里达州集中处理,以节省信托资金。这场争端也与托尼·班尼特家族的遗产纠纷相似,凸显了名人遗产管理中的复杂性。

💰 **遗产管理权纠纷**:吉米·巴菲特去世后,其遗孀简·巴菲特与遗嘱执行人理查德·莫森特围绕遗产信托的控制权展开激烈争夺,双方互指对方处理不当,已在加州和佛罗里达州提起诉讼。

⚖️ **指控与反指控**:简·巴菲特指控莫森特未能履行信托义务,未提供资产信息且收费过高,并试图将其从信托中移除。莫森特则辩称,吉米·巴菲特设立信托时,对其妻子管理资产的能力有所担忧,故指定其为独立执行人。

📍 **诉讼地点选择**:简·巴菲特方面认为在两个不同州的法院进行诉讼会耗费信托资金,因此希望将案件集中在佛罗里达州审理,以“节约而非浪费”信托资产,并对胜诉充满信心。

⚖️ **名人遗产管理共性**:此次巴菲特家族的遗产纠纷,与已故歌手托尼·班尼特家族的遗产纷争情况相似,都涉及子女或配偶与遗嘱执行人之间的财产管理和信托控制权之争,反映了名人遗产管理中普遍存在的复杂性和潜在冲突。

Jane Buffett on Monday asked a judge in West Palm Beach, Florida, to stop Richard Mozenter from trying to remove her as a trustee and instead sought an order removing him from overseeing the estate, according to court papers.

Jimmy Buffett, who popularized beach bum soft rock and created a “Margaritaville” empire of restaurants and resorts, died Sept. 1, 2023, at 76.

His widow and Mozenter have since been embroiled in a battle over who controls the trust, with each accusing the other of mishandling funds in lawsuits filed in both California and Florida.

The dispute is similar to another going on with the estate of another beloved singer, Tony Bennett. Two of the late crooner’s daughters sued their brother over his handling of the family trust.

Jane Buffett’s filing on Monday accuses Mozenter of “repeatedly” breaching his fiduciary duty by failing to provide her with basic information about the trust’s assets and its investments while taking “unreasonable fees and costs in the context of the services provided.”

On May 30, Jane Buffett’s lawyers provided Mozenter’s lawyers a copy of a petition they planned to file in Los Angeles Superior Court if he did not resign as cotrustee by June 2, the filing states.

Mozenter’s counsel instead filed a petition June 2 in West Palm Beach, seeking Buffett’s removal as cotrustee, documents show. Jane Buffett’s complaint was filed June 3 in Los Angeles, where Mozenter is managing director at Gelfand, Rennert and Feldman LLC.

“Notably, Mr. Mozenter only brought this (and his other) retaliatory, baseless action after Mrs. Buffett had informed him that, absent his resignation, she would initiate litigation against him to seek his removal as co-trustee,” the complaint said.

Mozenter claimed in his lawsuit that Jimmy Buffett established the trust with Mozenter as an independent trustee because he was concerned about his wife’s “ability to manage and control his assets.”

The complaint filed Monday in Florida says the relationship between Jane Buffett and Mozenter is “untenable,” and asks the judge to remove Mozenter as cotrustee.

“Jane will not play into Mr. Mozenter’s hands by litigating this dispute in two separate courts across the country, which would drain the very trust money that Jimmy specifically set aside for her care,” said attorney Matt Porpora.

“Instead, Jane is bringing the fight to Florida, where she and Jimmy called home. Jane is confident she will prevail regardless of where her claims are heard, and her decision to move her claims from California to Florida illustrates that she is the only co-trustee looking to conserve — not waste — trust assets,” Porpora said.

Mozenter did not immediately respond to an email seeking comment.

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吉米·巴菲特 遗产纠纷 信托 遗嘱执行人 法律诉讼
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