Anderton v. Boren, 2017 UT App 232
Dec 21, 2017OUTCOME: The children of a decedent had standing to pursue claims related to a trust where the mere potential of removal as beneficiaries did not negate standing, but the mother and trustee were properly granted summary judgment on their claims of malfeasance.
Our firm helped defend a mother against an appeal by her children of a trust amendment. We were successful in establishing that the mother did nothing wrong. HOLDINGS: [1]-The children of a deceden ... t had standing to pursue claims related to a trust where the mere potential of removal as beneficiaries did not negate standing, and although trust amendment divested them of interest in a farm, the farm's management could have impacted the viability of other trust benefits to which they retained a beneficial interest; [2]-The district court properly struck the declaration of one of the children where it contained unsupported assertions of fact and opinions regarding the farm's finances that went beyond lay witness testimony, and nothing in it created an issue of material fact as to the claims of malfeasance against the trustee; [3]-The mother and trustee were properly granted summary judgment as the children failed to raise issues of fact as to the commingling of funds, or whether the trustee improperly used or mismanaged trust funds.