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Home / Court of Appeals, Eastern District / Probate: Revocable Trust-Annual Distributions

Probate: Revocable Trust-Annual Distributions

Where appellants challenged a judgment in a dispute regarding distributions from a revocable trust, the trust indenture clearly established that there were only two primary beneficiaries at the time of the grantor’s death and both were entitled to demand annual distributions not to exceed 5 percent of their respective GST Exempt Trusts created by the ...

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