Earlier this week I wrote about a recent Florida case that upheld the ability of a trust “protector” to amend the provisions of a trust.
In that posting, I alluded to an interesting trust accounting issue....more
It is common for the accounting clause of an inter vivos trust instrument to contain a provision along the lines of the following: “The written approval of such an account by the person or persons thus entitled to such...more
On January 25, 2013, trustees around the state breathed a sigh of relief after the Iowa Supreme Court reversed the district court’s controversial decision in the trust case of In the matter of Trust #T-1 of Mary Fay Trimble....more
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