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Home→Tags Irrevocable trust

Tag Archives: Irrevocable trust

Petitions Dismissed for Failing to Disclose Changes to Trust

Petitions relating to an irrevocable trust were dismissed sua sponte, but without prejudice, when it became clear that the irrevocable trust had been “amended” and the petitioners had failed to disclose the original terms of the trust or how it … Continue reading →

Posted in Opinions | Tagged grantor retained annuity trusts, Irrevocable trust, Trust amendments, Trust Modification

Irrevocable Trust Created under Power of Attorney a Legal Nullity

Agent under durable power of attorney established irrevocable trust, which denied the right of the principal to the trust’s principal.  Principal objected to the trust, and the trust was terminated.  Following principal’s death, former agent petitioned to have the trust … Continue reading →

Posted in Opinions | Tagged Irrevocable trust, PEF 5603, Power of Attorney, Statutory construction

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