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Judge takes under advisement extra attorney-fee requests in Hasso supplemental-needs trust accounting

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Summary

At an Aug. 4 probate docket call, the court reviewed the second annual accounting for a supplemental-needs trust for Jonathan Hasso, approved core accounting items but said additional attorney-fee requests would be reviewed further before approval.

A probate judge on Aug. 4 reviewed the second annual accounting for the supplemental-needs trust for Jonathan Hasso and took under advisement a petition to approve additional attorney fees incurred while preparing the accounting. Attorney Jessica Kelly presented the petition and the account, and the judge said the court would check a clerk-stamped filing and consult the guardian ad litem before ruling on the extra fees.

The accounting presented to the court showed two income sources for the trust — investment growth over nine months and an increase in the value of a trust-owned home — and five categories of disbursements including an investment loss over three months, two previously approved legal-fee entries, bank fees from Morgan Stanley and a…

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