Skip navigation
TE-0519-lucina.jpg

Show Me the Money!

Does settlor intent matter when a beneficiary wants to change an irrevocable trust?

To what extent does a trustee have to consider the settlor’s intent when beneficiaries request a modification to a trust? In many respects, trustees and beneficiaries have welcomed the various new paths toward allowing modification as they allow for changes to be made to irrevocable trusts to adjust for changed circumstances. But, what if those changed circumstances include the beneficiaries’ desire to alter distribution provisions or control trust investments? In such cases, does a trustee

ARTICLE ACCESS REQUIRED

Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).


If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish