Siegel v. JP Morgan Chase Bank
District Court of Appeal of Florida
1Opinion of the CourtWarner, J.
We grant appellees’ motions for rehearing, withdraw our previously issued opinion and substitute the following in its place.
This is an appeal of a final judgment determining that the beneficiaries of a trust did not have standing to challenge certain pre-death distributions and expenditures from the trust by the trustee and the settlor/decedent’s attorney-in-fact, because the expenditures and distributions were within the discretion allowed to the trustee under the terms of the trust. We reverse, because the beneficiaries did have standing, and an evidentiary hearing was required to determine…
2Cases cited18 opinions
- In Re the Probate of the Will of DavisNew York Court of Appeals · 1905
- Gitelson v. Du PontNew York Court of Appeals · 1966
- Shapley TrustSupreme Court of Pennsylvania · 1945
- In re the Estate of FerraraNew York Court of Appeals · 2006
- Semmler v. NaplesAppellate Division of the Supreme Court of the State of New York · 1990
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3Cited by1 opinion
- Siegel v. J.P. Morgan Chase BankDistrict Court of Appeal of Florida · 2012