Legal Opinion

Smith v. Hallum

Supreme Court of Georgia

Decided March 1, 2010No. S09A1790PublishedCited by 4 opinions

1Opinion of the Court

HUNSTEIN, Chief Justice.

This case involves the equitable modification of a trust pursuant to OCGA § 53-12-153. The trust in issue is the J.D. Smith Irrevocable Trust created in 1990 by John Dewey Smith (“Settlor”). As OCGA § 53-12-153 mandates, modification is warranted only where it is established by clear and convincing evidence that, “owing to circumstances not known to or anticipated by the settlor, compliance would defeat or substantially impair the accomplishment of the purposes of the trust.” Id. Because the trial court abused its discretion in concluding that appellee Judith Hallum,…

2Cases cited2 opinions

  1. Miller v. WalkerSupreme Court of Georgia · 1999
  2. Friedman v. TeplisSupreme Court of Georgia · 1997

3Cited by4 opinions

  1. Callaway v. Willard.Court of Appeals of Georgia · 2019
  2. STRANGE v. TOWNS Et Al.Court of Appeals of Georgia · 2015
  3. RELIANCE TRUST CO. v. CandlerCourt of Appeals of Georgia · 2012
  4. Smith v. HallumSupreme Court of Georgia · 2010

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