Nature Of The Case
This section contains the nature of the case and procedural background.
Facts
P is a life-income beneficiary of a trust. Under the terms of this trust, it will terminate upon the death of the life-income beneficiaries. The remainder is to be distributed to P's lineal descendants per stirpes. One of P's children is severely retarded, is in an institution, and receives both Social Security and Medicaid benefits. P made an agreement with the other income beneficiaries and remaindermen to modify the trust. Under this agreement, the trust was to continue the trust if the son survives the income beneficiaries, so that he would not receive his share of the remainder, and would continue to be eligible for state support. P petitioned the lower court for approval of the modification. The petition was dismissed, and P appeals.
Issues
The legal issues presented in this case will be displayed here.
Holding & Decision
The court's holding and decision will be displayed here.
Legal Analysis
Legal analysis from Dean's Law Dictionary will be displayed here.
© 2007-2025 ABN Study Partner