Nature Of The Case
This section contains the nature of the case and procedural background.
Facts
Testator created a revocable inter vivos trust in favor of his daughters from a prior marriage (D). His will provided that the residue of his estate be transferred to this trust upon his death. Under Testator's will and the trust, his widow (P) was to receive a life interest in a portion of the funds from D's trust, and a life interest in half of the couple's home. P filed a request for her elective share. However, Testator's will was designed so that there was no property in the estate other than his interest in the house and his personal property. P then challenged the estate plan, arguing that the revocable inter vivos trust should be included in the estate. The lower court held that the trust should not be included in the estate. 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.
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