In Crossley v. Crossley, a plaintiff, who was the beneficiary of, or had the power to designate the beneficiary, in two trusts established by his mother, and he filed suit requesting that the court determine whether he or his sister was the trustee, and in the alternative, he sought termination
trustee succession
Court Affirms Modification Of Trust That Relied On Extrinsic Evidence And Contradicted Express Trust Terms
By David Fowler Johnson on
Posted in Cases Decided, Texas Court of Appeals
In In re Poe Trust, a co-trustee of a trust filed suit to modify the trust to change distribution provisions, increase the number of trustees, and change the method for trustees to vote on issues as well as other modifications. No. 08-18-00074-CV, 2023 Tex. App. LEXIS 5598 (Tex. App.—El…
Court Holds That A Trustee Has To Serve Until Properly Replaced
By David Fowler Johnson on
Posted in Cases Decided, Texas Court of Appeals
In Waldron v. Susan R. Winking Trust, a daughter was a beneficiary of a trust set up by her parents. No. 12-18-00026-CV, 2019 Tex. App. LEXIS 5867 (Tex. App.—Tyler July 10, 2019, no pet. history). The original trustee resigned, and the trust document provided: