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Probate

Nov. 22, 2005

Trust Ruling Adds Tax Layer To No-Contest Clause Confusion

Focus Column - By Marshal A. Oldman - In McIndoe v. Olivos (August 31, 2005), the 4th District Court of Appeal determined that a proposed contest of the Fifth and Sixth amendments to the Survivors Trust of the trust established by Byron and Muriel Grimm in 1981 would not constitute a contest of the Exemption Trust.

        
Focus Column

By Marshal A. Oldman
        
        In McIndoe v. Olivos (August 31, 2005), the 4th District Court of Appeal determined that a proposed contest of the Fifth and Sixth amendments to the Survivors Trust of the trust established by Byron and Muriel Grimm in 1981 would ...

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