Autor: |
Hargrove, Claire G., Moore, Paula, LaPiana, William P., Villanueva, Jake W. |
Předmět: |
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Zdroj: |
Probate & Property; May/Jun2022, Vol. 36 Issue 3, p26-29, 4p |
Abstrakt: |
While serving as trustee, the settlor executed a document granting an option to buy real property held in the trust for the second of the settlor and the settlor's spouse to die. TRUST AMENDMENT: Option signed by settlor and trustee of a revocable trust is a trust amendment. The trustee of the family trust refused to transfer the trust assets to the testator's trust, and the testator's personal representatives filed a petition for instruction. Ct. App. 2021), the intermediate Oregon appellate court held that by executing and recording the option document, the settlor had substantially complied with the method of trust amendment in the trust terms. [Extracted from the article] |
Databáze: |
Complementary Index |
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