Legal Opinion

In Re the Revocable Trust of Margolis

Court of Appeals of Minnesota

Decided May 22, 2007No. A06-1018PublishedCited by 4 opinions

1Opinion of the Court

OPINION

MINGE, Judge.

Appellant-co-beneficiary of a trust challenges the district court’s affirmation of respondent-co-trustee’s accounting. Appellant argues that respondent’s use of trust funds to pay for the beneficiary’s medical care was barred by Minn.Stat. § 501B.14 (2006) and that by using trust funds in this way, respondent breached fiduciary duties. Appellant also maintains that the court clearly erred in finding that a $100,000 Norwest certificate of deposit (CD) was not trust property. Because the district court did not clearly err in finding that the Norwest CD was not trust…

2Cases cited12 opinions

  1. American Family Insurance Group v. SchroedlSupreme Court of Minnesota · 2000
  2. Fletcher v. St. Paul Pioneer PressSupreme Court of Minnesota · 1999
  3. O'MALLEY v. Ulland Bros.Supreme Court of Minnesota · 1996
  4. Rogers v. MooreSupreme Court of Minnesota · 1999
  5. In Re Estate of LeeSupreme Court of Minnesota · 1943

7 more not listed; retrieve them via the Exa API.

3Cited by4 opinions

  1. Lorberbaum v. HuffCourt of Appeals of Minnesota · 2009
  2. Lund v. LundCourt of Appeals of Minnesota · 2019
  3. In Re Margolis Revocable TrustCourt of Appeals of Minnesota · 2009
  4. Minnesota Citizens Concerned for Life, Inc. v. Joint Revocable Trust Agreement of John N. Charais and ...Court of Appeals of Minnesota · 2024

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