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Case No. 22-0328

Jeffrey S. Bittner
U.S. Bank National Association

Jeffrey Bittner appeals from the probate court’s order awarding fees to the attorneys representing U.S. Bank, N.A. in a declaratory judgment action regarding the disposition of funds in an IRA trust. He argues U.S. Bank violated its fiduciary duty by taking sides in a dispute over the identify of the beneficiary, and while knowing it had a conflict of interest. Specifically, he argues the probate court erred because U.S. Bank could not obtain reimbursement for fees after violating its duty of impartiality and acting contrary to the language of the IRA trust agreement.



Jeffrey S. Bittner


U.S. Bank National Association

Attorney for the Appellant

Jeffrey S. Bittner, pro se

Attorneys for the Appellee

Lynn W. Hartman
Nicholas D.K. Petersen

Supreme Court

Oral Argument Schedule


Jan 18, 2023 1:30 PM


Supreme Court Opinion

Opinion Number:
Date Published:
Mar 03, 2023
Date Amended:
May 18, 2023

Other Information

Date Retained:
Oct 24, 2022
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