Beneficiaries of Trust Accounts Have Standing

The beneficiaries of certificates of deposits which the decedent had titled “in trust for” their benefit had standing to challenge actions of decedent’s agents who removed the beneficiary designations before the decedent’s death, notwithstanding the general rule that only the principal or the personal representative of the principal’s estate have standing to challenge the actions of agents acting under a durable power of attorney.  Rellick v. Rellick-Smith, 147 A.3d 897, 2016 PA Super 184 (Pa.Super. 8/22/2016).

[For a later decision in this same case, also addressing the issue of standing, see Rellick v. Rellick-Smith630 WDA 2022 (Pa. Super. 5/17/2023) (non-precedential).]

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