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Trusts and Timing

Will this get a CPG? By  Andy Delaney SCOV issued an entry order on Friday, March 6. SCOV Law HQ was not staffed on that day, so we're covering it today. There was also a decision issued yesterday, March 20. That's our second story.      Our first story is about how much a remainder beneficiary can dig into a revocable trust while the settlor is still alive and also about a missed shot at trustee removal.  Marsha set up a revocable trust in 2009 for her own benefit during life, with her daughter and three stepdaughters (including petitioner Jennifer) as equal takers at death. Years later, the daughter and then Marsha's husband joined as co‑trustees. Jennifer went to probate court to get the trust document and then pushed for more information, arguing Marsha had become incapacitated, the trust was now effectively irrevocable, and she counted as a qualified beneficiary with rights to administration details under this statute . She also accused the daughter‑trustee...

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