Trustee Deadlock on Charitable Distributions

In a dispute between individual trustees and the corporate trustee over discretionary distributions from a charitable trust, the individual trustees have standing to appeal an adverse decision because it affects the rights of unascertained beneficiaries.  The Orphans’ Court erred in approving the charitable beneficiaries selected by the corporate trustee without first taking evidence needed to determine the intent of the settlors of the trust.  In re: John E. Jackson and Sue M. Jackson Charitable Trust, 2017 PA Super 350 (11/7/2017).

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