Legal Opinion

In Re the Trust Established by Baird

Montana Supreme Court

Decided March 18, 2009No. DA 08-0276PublishedCited by 4 opinions

1Opinion of the CourtJustice Rice

¶1 Donald Baird, the beneficiary of a trust established by his parents, petitioned the Ninth Judicial District Court, Teton County, to remove N. Kay Goulet as trustee on the grounds that she breached her fiduciary duties. Baird appeals the District Court’s denial of his petition. We affirm.

¶2 The issue presented is whether the District Court abused its discretion by denying the beneficiary’s petition to remove the Trustee of the Trust.

FACTUAL AND PROCEDURAL BACKGROUND

¶3 On October 30,1981, Allan and Catherine Baird (Trustors) signed a Trust Agreement establishing a trust for their son, Donald…

2Cases cited4 opinions

  1. Schildberg v. SchildbergSupreme Court of Iowa · 1990
  2. Matter of Will of GershcowSupreme Court of Minnesota · 1977
  3. Collins v. Norwest Investment Management & TrustMontana Supreme Court · 2002
  4. In Re Estate of BerthotMontana Supreme Court · 2002

3Cited by4 opinions

  1. Estate of A.H.E.Montana Supreme Court · 2016
  2. Kavon v. Kavon TrusteesMontana Supreme Court · 2014
  3. Matter of: The Potter Exemption TrustMontana Supreme Court · 2025
  4. Todd v. ToddMontana Supreme Court · 2013

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API