New York Court Rejects Objections to Settlor/Trustee’s Investment Decisions

Status To Object By Hon. C. Raymond Radigan, Ruskin Moscou Faltischek, P.C. In a contested accounting proceeding one may not object to the actions of a settlor/trustee concerning investment decisions made during the lifetime of the settlor and may not object to the actions of a trustee of a trust...

Florida Court Finds that Settlor Lacked Requisit Capacity to Execute Trust Amendment

In the Florida case of Jervis v. Tucker, 37 Fla. L. Weekly D349 (Fla. 4th DCA 2012) [ enhanced version available to lexis.com subscribers ], Bernice J. Meikle executed a revocable trust agreement in 1991, which she subsequently amended by executing a first amendment. Her trust, as amended by the first...