Case Conclusion Date: 01.30.2001
Practice Area: Trusts
Outcome: I argued the appeal, my client prevaled and received her rightful share of the trust.
Description: The trustee of the subject GRIT has applied to reform the trust indenture upon its purportedly recent discovery that the six-year-old indenture does not accurately reflect the dispositional intent of the incapacitated grantor as reflected in her will and revocable trust. However, the trustee's showing in support of its application provides no basis upon which to conclude that there is any conflict between the GRIT and the previously executed dispositional instruments.