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Court Affirms Modification Of Trust That Relied On Extrinsic Evid

Court Affirms Modification Of Trust That Relied On Extrinsic Evid
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Court Affirms Modification Of Trust That Relied On Extrinsic Evidence And Contradicted Express Trust Terms

In In re Poe Trust, a co-trustee of a trust filed suit to modify the trust to change distribution provisions, increase the number of trustees, and change the method for trustees to vote.

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No Right to Jury Trial in Trust Modification Suit

No Right to Jury Trial in Trust Modification Suit
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Texas Supreme Court Holds That Parties May Not Be Entitled To Jury Trials For Trust Modification Proceedings And Remands For Constitutional Review | Winstead PC

In In re Poe Trust, there were three co-trustees of a trust, and the trust required them to act jointly. No. 20-0179, 2022 Tex. LEXIS 548 (Tex. June 17, 2022).

City of kellerUnited statesCity of garlandSan antonioDavidf johnsonBaker bottsCode sectionEnergy coUnited states supreme courtFoods incLegislature weTexas supreme courtSee wagner brown ltdHuff energy fundGreatw drilling ltdPoe trust

Texas Supreme Court Rejects Jury Trial Option for Estate Dispute

In re Poe Trust, three trust co-trustees were required to act jointly. One trustee, Dick, effectively acted as a sole trustee during his life. After Dick died, his executors could not agree and one filed trust modification requests. His jury trial demand was denied.

City of kellerUnited statesCity of garlandSan antonioDavidf johnsonBaker bottsCode sectionEnergy coUnited states supreme courtFoods incLegislature weTexas supreme courtSee wagner brown ltdHuff energy fundGreatw drilling ltdPoe trust

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