Overview

• Jane Buffett filed counterclaims on July 21 in Palm Beach County court, alleging Mozenter breached his fiduciary duties by withholding basic trust information, charging excessive fees and using assets to fund retaliatory litigation.
• She voluntarily moved to dismiss her competing Los Angeles suit to streamline all trust-related proceedings in West Palm Beach.
• Mozenter preemptively sued on June 2 in Florida seeking to remove Jane as co-trustee and claimed Jimmy Buffett appointed him independently due to concerns about her management abilities.
• A hearing set for August 14 in California is likely to be vacated once a judge approves consolidating the dispute in Florida.
• The legal clash highlights tensions over governance and transparency in the $275 million marital trust Jimmy Buffett created to support his widow after his September 2023 death.