Sherry v. Klevansky

STONE, Judge.

We reverse a final order that permitted Appellee, a plenary guardian, to change the ward’s estate plan by naming a new beneficiary. Appellee, a professional guardian, was appointed guardian of the person and property of Ruth Sherry, who was incapacitated by reason of dementia.

Ruth and her husband, George Sherry, were the grantors of the Sherry family trust; the trustee was Harold Sherry, George’s son and Ruth’s step-son. Ruth’s will provided that all her assets would be placed in the trust at her death. The trust provided for distribution of the remainder interest to Harold and…