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Irrevocable Trusts Reformation Beneficiaries

Charles E. Rounds, Jr. - Suffolk University...

Settlors of trust terms of which were affected by a mistake of law unsuccessfully brought a Uniform Trust Code §412 petition to...

This posting is about In Matter of Peterson Family Irrevocable Trust, 333 A.3d 453 (Penn. Super. 2025) and the general unawareness that apparently prevailed in the litigation of a relevant and critical provision of...more

Winstead PC

Court Reversed Summary Judgment On Whether A Person Was The Current Trustee And On Certain Modification Claims But Affirmed...

Winstead PC on

In Crossley v. Crossley, a plaintiff, who was the beneficiary of, or had the power to designate the beneficiary, in two trusts established by his mother, and he filed suit requesting that the court determine whether he or his...more

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