{"id":10080,"date":"2023-10-23T12:01:30","date_gmt":"2023-10-23T16:01:30","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=10080"},"modified":"2023-10-23T12:01:32","modified_gmt":"2023-10-23T16:01:32","slug":"spouses-right-of-withdrawal-limited-by-amendment","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=10080","title":{"rendered":"Spouse&#8217;s Right of Withdrawal Limited by Amendment"},"content":{"rendered":"\n<p>When a trust has given the surviving spouse an unlimited right to withdraw principal and a later amendment gives the spouse the right to withdraw the greater of $5,000 or 5% of the trust principal, the amendment demonstrates the intention of the settlor to limit the right of withdrawal and the original right of unlimited withdrawal is superseded and replaced.  <em>O&#8217;Sheill Trust<\/em>, 1 Fid.Rep.4th 99 (Warren O.C. 2022), and <em>O&#8217;Sheill Trust (No. 2)<\/em>, 1 Fid.Rep.4th 107 (Warren O.C. 2022), <em>aff&#8217;d<\/em> <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/superior\/out\/J-A29035-22m.pdf\">555 WDA 2022<\/a> (Pa. Super. 1\/23\/2023).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When a trust has given the surviving spouse an unlimited right to withdraw principal and a later amendment gives the spouse the right to withdraw the greater of $5,000 or 5% of the trust principal, the amendment demonstrates the intention &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=10080\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[446,193,626,698],"class_list":["post-10080","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-ambiguity","tag-declaratory-judgment","tag-trust-amendments","tag-trust-interpretation","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10080","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10080"}],"version-history":[{"count":2,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10080\/revisions"}],"predecessor-version":[{"id":10082,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10080\/revisions\/10082"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10080"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10080"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10080"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}