Explore 10 court opinions on Trustee Fiduciary Duties. AI-powered plain English summaries, key holdings, and legal analysis.
10 recent cases analyzed in this topic area.
Trustee's discretionary distributions upheld; beneficiaries' claims dismissed
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...
Appellate Court Affirms Trustee's Sale of Mineral Interests
C.V.P.G. Family Trust and C.V.P.G Family, LLC, Trustee v. PlainsCapital Bank Trustee of the Guerra Mineral Trust, decided by Texas Court of Appeals on April 15, 2026, resulted in a defendant win outco...
Trustee's Duty to Disclose Trumps No-Action Clause for Beneficiary
Kenneth Woliner v. CSMC 2019-RPL11 Trust, Etc., decided by Florida District Court of Appeal on March 5, 2026, resulted in a plaintiff win outcome. The core dispute involved whether a trust's "no-actio...
Trustee's unilateral termination of trust reversed by appellate court
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
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...
First Circuit Affirms Denial of Preliminary Injunction Against Trustee
Cabral Fortes Tomar v. Bondi, decided by First Circuit on January 23, 2026, resulted in a defendant win outcome. The First Circuit affirmed the district court's denial of a preliminary injunction soug...
Trustee's improper distributions found to be a breach of fiduciary duty
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...
Trust's Income Clause Includes Realized Capital Gains
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
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 ...
Noteholders' Breach of Fiduciary Duty Claims Against Trustee Dismissed
Sr Secured Noteholders v. DE Trust Co, decided by Fifth Circuit on May 30, 2025, resulted in a defendant win outcome. The Fifth Circuit affirmed the district court's dismissal of a lawsuit brought by ...