In In the Guardianship of Hollis, a special needs trust’s trustee used $67,000 to build a pool on the beneficiary’s parent’s property. No. 14-13-00659-CV, 2014 Tex. App. LEXIS 12038 (Tex. App.—Houston [14th Dist.] November 4, 2014, no pet.). The trial court ordered show cause hearings to determine the appropriateness of
litigation with beneficiary
If a Beneficiary Sues a Trustee for Improperly Taking Assets From the Trust, the Trust is Entitled to the Recovery and Not the Beneficiary
By David Fowler Johnson on
Posted in Cases Decided, Texas Court of Appeals
In Fetter v. Brown, a beneficiary sued a trustee for breach of duty, and trial court awarded the beneficiary over $1.3 million in actual damages and $.7 million in punitive damages. No. 10-13-00392-CV, 2014 Tex. App. LEXIS 11209 (Tex. App.—Waco October 9, 2014, pet. denied). The court of appeals held…