Represented Corporate Trustee in Challenge to Trust Agreement
In this case, the decedent had executed various amendments to her trust over the years. Upon her death, a family member challenged the most recent amendment bequeathing real estate and other items to another specific family member. As counsel, Kegler Brown advised the trustee as to its various fiduciary obligations and undertook defense of the trust agreement. Ultimately, the plaintiffs dismissed their challenge prior to trial.