Tag Archives: income beneficiary

Trustee’s Purchase of Three Deferred Annuities Curiously Held Not to Be a Breach of Trust

In re Amendment and Restatement of Revocable Living Trust of Alfred J. Berget EXECUTIVE SUMMARY: Although this is a very close case, it probably should have been reversed. A corporate trustee probably, almost definitely, loses. The inherent problem of the … Continue reading

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