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Home→Tags Trust termination

Tag Archives: Trust termination

Mistake in Medicaid Law not Grounds for Termination of Trust

Posted on March 14, 2025 by Daniel EvansMarch 14, 2025

The mistaken beliefs by the settlors that transferring their home to an irrevocable trust would preserve their Medicaid eligibility and protect the home against health care claims were mistakes of law and not “circumstances that were apparently not anticipated” within … Continue reading →

Posted in Opinions | Tagged Medicaid, Mistake, Trust termination

Administration of Terminating Trust until Disputes Are Resolved

Posted on January 28, 2024 by Daniel EvansJanuary 28, 2024

Applying Florida law, the court denied motions: (a) to order distribution of the entire trust even though the beneficiary had reached the age of 35 and had exercised his right to withdraw the balance of the trust, and instead allowed … Continue reading →

Posted in Opinions | Tagged Trust termination

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