Rouner v. Wise

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This dispute surrounded the inter vivos trust of K.R. Conklin. Conklin’s children (the “Children”) became trustees of Conklin’s trust upon his death in 2009. Conklin’s stepchildren (the “Stepchildren”) sued the Children in their individual capacities, seeking, among other things, a declaration that they were beneficiaries of the trust. The circuit court entered judgment for the Children on all counts. The Supreme Court affirmed, holding that the trial court did not err in holding (1) the Stepchildren were not beneficiaries under the trust; (2) Conklin did not amend the trust with a letter he wrote; and (3) the Children did not violate the trust’s no-contest provision by resisting the Stepchildren’s claims and subsequent lawsuit. View "Rouner v. Wise" on Justia Law