Legal Opinion

Koppel Trust

Pennsylvania Court of Common Pleas, Montgomery County

Decided July 7, 1980No. 77419Published

1Opinion of the Court

TREDINNICK, J.,

Max M. Koppel, petitioner, and his then wife, Sondra (now Busch), created “Clifford” trusts for each of their four children by two trust agreements executed in 1968 and 1969. He now seeks reimbursement from income, and to the extent that is insufficient, from principal of the trusts for educational expenses of the children. Sondra Busch qualifiedly agrees the petition should be granted. The present trustee and a guardian and trustee ad litem appointed by the court on its own motion to represent the children1 oppose the petition.

*586The trust agreements were identical in relevant…

2Cases cited3 opinions

  1. Commonwealth Ex Rel. Ulmer v. SommervilleSuperior Court of Pennsylvania · 1963
  2. Martin's EstateSuperior Court of Pennsylvania · 1938
  3. Bell EstateSupreme Court of Pennsylvania · 1958

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