Trustee's discretionary distributions upheld; beneficiaries' claims dismissed
ala · 2026-04-24 · Defendant Win · Impact: 25/100
Laurie Ibach and Mark Stewart v. Bruce Stewart, individually, as Trustee of the Betty L. Stewart Living Trust, and as Trustee of the Edward T. Stewart Living Trust, decided by Alabama Supreme Court on...
Trust amendment interpretation affirmed
fladistctapp · 2026-04-14 · Defendant Win · Impact: 15/100
Mark Steinke v. Michael Steinke, Beneficiary, and Trustee of the Colleen Patricia Steinke Trust, and Colleen Patricia Steinke Trust, decided by Florida District Court of Appeal on April 14, 2026, resu...
Trustee's discretion upheld over conservator's actions
colo · 2025-11-24 · Reversed · Impact: 40/100
Bernard Black, individually and as Suspended Trustee for the Supplemental Needs Trust for the Benefit of Joanne Black v. Jeanette Goodwin, Conservator., decided by Colorado Supreme Court on November 2...
Will and Trust Language Controls Estate Distribution, Court Affirms
colo · 2025-10-20 · Defendant Win · Impact: 15/100
In the Matter of the Estate of Erika Pozsonyi v. Melissa R. Schwartz, Special Administrator and Anthony Pozsonyi. Respondents: Mark Denison, decided by Colorado Supreme Court on October 20, 2025, resu...
Trustee's improper distributions found to be a breach of fiduciary duty
minn · 2025-09-24 · Plaintiff Win · Impact: 30/100
In the Matter of the Trust Created Under Agreement by and Between Janet E. Johnson, Settlor, and Paul Johnson, ..., decided by Minnesota Supreme Court on September 24, 2025, resulted in a plaintiff wi...
Revocable Trust Not a Bona Fide Purchaser Under Colorado Law
colo · 2025-09-15 · Defendant Win · Impact: 65/100
Elinore H. Gjovig Revocable Trust v. Lichina Revocable Living Trust., decided by Colorado Supreme Court on September 15, 2025, resulted in a defendant win outcome. The core dispute involved whether a ...
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, ...
Trustee's Discretionary Powers Upheld in Distribution Dispute
colo · 2025-08-04 · Defendant Win · Impact: 25/100
In the Matter of Dorothy Yvonne Youngren Living Trust v. Jay Youngren. Justin Youngren, Petitioner:, decided by Colorado Supreme Court on August 4, 2025, resulted in a defendant win outcome. The core ...
Beneficiary's Good-Faith Challenges Don't Trigger No-Contest Clause
pa · 2025-07-14 · Plaintiff Win · Impact: 40/100
Trust of S.E. and S. Harrison of: M. Harrison, decided by Pennsylvania Supreme Court on July 14, 2025, resulted in a plaintiff win outcome. The core dispute involved the interpretation of a trust docu...