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Home→Tags Trust amendments

Tag Archives: Trust amendments

Trusts Amendments by Agent Invalid

Amendments to inter vivos trust document signed by agent (one of settlor’s daughters) were invalid even though the trust document allowed amendments by agents because the power of attorney did not authorize the agent to amend the trust. The attempted … Continue reading →

Posted in Opinions | Tagged Power of Attorney, Removal of trustee, Trust amendments

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

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