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TJ Ryan

TJ Ryan’s Legal Cases

3 total

  • In re The Matter of ESTHER CAPLAN TRUST, 228 Ariz. 182

    Practice Area:
    Trusts
    Date:
    Sep 01, 2011
    Outcome:
    Affirmed as modified. Published decision.
    Description:
    Successfully defended corporate trustee from claim of remainder beneficiary, demanding advanced notice of requests received by corporate fiduciary from lifetime beneficiary to invade principal, despite the fact that the trust authorized the corporate fiduciary, in its "sole" discretion, to make determinations of whether distribution of principal was proper. Arizona Court of Appeals, Division One, upheld ruling of trial court finding that remainder beneficiaries were entitled to information regarding the administration of the trust, but could not obtain "a seat at the table" in making decisions regarding the lifetime beneficiary's right to receive principal distributions.
  • In re Perry C. Redden Family Trust

    Practice Area:
    Trusts
    Date:
    Jun 25, 2009
    Outcome:
    Affirmed, Unpublished Decision
    Description:
    Court of Appeals upheld Trial Court’s utilization of a jury in a trust contest case despite that there is no right to trial by jury in such matters. The Court of Appeals upheld the trial court’s use of the jury verdict on the basis that the trial court must have viewed the jury as purely advisory.
  • In re Estate and Trust of Kenneth J. Petrine, Deceased

    Practice Area:
    Trusts
    Date:
    May 02, 2008
    Outcome:
    Reversed and remanded; Unpublished decision.
    Description:
    Successfully litigated co-trustees challenge to the trial court’s ruling that decedent’s spouse enjoyed a life estate in a trust-owned residence. The Appellate Court ruled that the language of the pertinent Trust Amendment was ambiguous, and the probate court erred by failing to hold an evidentiary hearing to resolve the ambiguity.