Appellate Court Affirms Summary Judgment in Trust Mismanagement Case
fladistctapp · 2026-04-21 · Defendant Win · Impact: 20/100
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...
Trustee's unilateral termination of trust reversed by appellate court
fladistctapp · 2026-03-05 · Reversed · Impact: 65/100
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 ...
Court Affirms Trustee's Adherence to Beneficiary's Instructions
fladistctapp · 2026-02-19 · Defendant Win · Impact: 15/100
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...
Trustee's broad distribution powers are not absolute, must be exercised in good faith.
mass · 2025-09-03 · Defendant Win · Impact: 45/100
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...
Trust's Income Clause Includes Realized Capital Gains
nev · 2025-08-28 · Plaintiff Win · Impact: 30/100
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, ...