A Compendium of Recent Cases

Cases appear in chronological order, with the oldest case appearing first.

-Trusts and Estates-
Trial court erred in concluding that a beneficiary's proposed challenge to an amendment to a trust would violate trust's no-contest clause absent trustors' unequivocal expression of intent that a beneficiary could challenge any future amendments to their estate plan, only upon pain of forfeiture. Trustee's failure to file an appeal from trial court's order granting safe harbor to beneficiary's petition, to extent that petition contested validity of trustee's exercise of power of appointment, precluded appellate review of that issue.
     Townsend v. Townsend - filed February 23, 2009, Fourth District, Div. One
     Cite as 2009 SOS D052325
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