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Home→Tags Trustee decisions

Tag Archives: Trustee decisions

Trustee Removed and Assessed Legal Fees

Posted on August 18, 2023 by Daniel EvansAugust 18, 2023

The trustee was properly removed for commingling trust assets with his own, failing to make distributions in accordance with the trust instrument, and making distributions to himself without the approval of a disinterested trustee as required by the trust instrument. … Continue reading →

Posted in Opinions | Tagged Attorney fees, Trustee decisions, Trustee discretion, Trustee removal

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 … Continue reading →

Posted in Opinions | Tagged Settlor's intent, standing, Trustee decisions

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