Former Partner of Law Firm Remains Trustee

Provisions of trust documents requiring that successor trustees that may be appointed in the future must be partners of a named law firm does not require that the trustee who is appointed and accepts the appointment must remain a partner in the named firm, and the trustee who is appointed and serving as trustee does not cease to be a trustee upon leaving the named law firm. Oberkotter Trusts (No. 1), 1 Fid.Rep.4th 385 (Montgomery O.C. 2022).

To the extent that the trust document is silent on the issue, the language of the document must be construed against the document’s drafters. Oberkotter Trusts (No. 2), 1 Fid.Rep.4th 396 (Montgomery 2023), app. discont., 797 EDA 2023 (Pa. Super. 9/25/2023).

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