Comprehensive guide to Beneficiary Rights In Trusts cases, courts, and legal analysis.
William Ivan, Individually, and as Trustee of the Bonnie Holder Ivan Trust Agreement U/A/D October 2, 2000 v. Jeff Holder, Andrew Holder, and Nominal Parties Shannon C. Gawronski, Mathew T. Holder, Be...
Michael Rappel, as Trustee of the Craig M. Rappel Revocable Living Trust v. Kenneth A. Wright and English Oak Investments, Inc., decided by Florida District Court of Appeal on March 5, 2026, resulted ...
Stuart Investments II, LLC v. Equity Trust Company, decided by Florida District Court of Appeal on February 19, 2026, resulted in a defendant win outcome. The core dispute centered on whether Stuart I...
In the Matter of Edward A. Sargent, decided by Massachusetts Supreme Judicial Court on September 3, 2025, resulted in a defendant win outcome. The Massachusetts Supreme Judicial Court considered wheth...
IN RE: GOLDSTEIN IRREVOCABLE TRUST, decided by Nevada Supreme Court on August 28, 2025, resulted in a plaintiff win outcome. The core dispute involved the interpretation of a trust's "income" clause, ...
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