Legal Opinion

In Re Estate of Amundson

South Dakota Supreme Court

Decided February 14, 2001No. NonePublishedCited by 7 opinions

1Opinion of the CourtKonenkamp, Justice

[¶ 1.] Margaret Amundson’s estate challenges the validity of a living trust created for Margaret by her husband at a time when she was mentally incapable of giving consent or exercising the powers the trust conferred. The trust effectively bypassed Margaret’s estate’s right to take her spousal elective share under South Dakota law. We conclude that it violated public policy. As the circuit court came to the opposite conclusion, we reverse and remand.

A

[¶ 2.] After fifty-four years as husband and wife, Howard and Margaret Amund-son both died in 1998. They had no children together, but Howard…

2Cases cited22 opinions

  1. Newman v. DoreNew York Court of Appeals · 1937
  2. Johnson v. La Grange State BankIllinois Supreme Court · 1978
  3. In Re the Estate of DokkenSouth Dakota Supreme Court · 2000
  4. Schuck v. John Morrell & Co.South Dakota Supreme Court · 1995
  5. In Re Estate of SmithSouth Dakota Supreme Court · 1987

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

3Cited by7 opinions

  1. State Ex Rel. Jealous of Him v. MillsSouth Dakota Supreme Court · 2001
  2. In Matter of the Estate of GeorgeWyoming Supreme Court · 2011
  3. Doe v. QuiringSouth Dakota Supreme Court · 2004
  4. Estate of ShipmanSouth Dakota Supreme Court · 2013
  5. In Re the Estate of ShipmanSouth Dakota Supreme Court · 2013

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

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

Powered by the Exa API