Two recent cases out of the Michigan Court of Appeals address the legal standards for interpreting a trust agreement. In re Larry Berman Revocable Living Trust, Docket No. 364315 (Feb. 1, 2024); In re Thomas J. and Carol A....more
In the recent case In Laureen Gordon Revocable Trust, the Michigan Court of Appeals digs into these questions.
Gordon Trust involved a fight between an uncle and his niece and nephew primarily over the distribution of family...more
A person communicates a desire to make estate planning changes in the future but dies before the changes are made. Can a court modify or reform a trust to give effect to this intent?
No. In re Brody Trust, Docket No 362214...more
In re Esther Kratzer Revocable Trust & In re Wendell Kratzer Revocable Trust, Docket Nos 357860, 357861 (Mich Ct App Mar 23 2023) (unpublished).
Wendell and Esther Kratzer, husband and wife, had four children including...more