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Jane Buffett Moves to Oust Co-Trustee in $275 Million Estate Dispute

Months of stonewalling over income forecasts with disputed $1.75 million fees prompted her to seek court intervention ahead of an August hearing.

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Overview

  • Jane Buffett filed a petition on June 3 in Los Angeles Superior Court to remove accountant Richard Mozenter as co-trustee of her late husband’s $275 million trust, accusing him of hostile and adversarial behavior.
  • She alleges that Mozenter waited 16 months before providing a February 2025 projection showing under $2 million in annual income for the trust and excluding potential Margaritaville distributions.
  • Her filing proposes appointing Daniel Neidich, CEO of Dune Real Estate Partners, as the new co-trustee.
  • The petition cites $1.75 million in fees billed by Mozenter’s firm and describes his communications with Buffett as combative and condescending.
  • Mozenter has filed a counter-petition in Florida to remove Jane as co-trustee, counsel Jeffrey Smith has resigned, and a court hearing is set for August 14, 2025.