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Legal Opinion

Putnam v. Putnam

Massachusetts Supreme Judicial Court

Decided August 18, 1997PublishedCited by 23 opinions

1Opinion of the CourtWilkins, C.J.

Here on direct appellate review is a reservation and report of an action seeking the reformation of the Stanton W. Putnam charitable remainder unitrust (unitrust). The plaintiff settlor of the unitrust (Putnam) contends that the trust instrument, drafted by a lawyer now deceased, provides for annual distributions to Putnam or to a named successor (King) that (a) are inconsistent with his intent to benefit the charities that have remainder interests in the unitrust and (b) greatly reduce the tax benefits that he intended to flow from the unitrust’s creation.

All named defendants have assented…

2Cases cited7 opinions

  1. Putnam v. PutnamMassachusetts Supreme Judicial Court · 1974
  2. Berman v. SandlerMassachusetts Supreme Judicial Court · 1980
  3. Coolidge v. LoringMassachusetts Supreme Judicial Court · 1920
  4. Pond v. PondMassachusetts Supreme Judicial Court · 1997
  5. Simches v. SimchesMassachusetts Supreme Judicial Court · 1996

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

3Cited by23 opinions

  1. Walker v. WalkerMassachusetts Supreme Judicial Court · 2001
  2. BankBoston v. MarlowMassachusetts Supreme Judicial Court · 1998
  3. Flannery v. McNamaraMassachusetts Supreme Judicial Court · 2000
  4. Hillman v. HillmanMassachusetts Supreme Judicial Court · 2001
  5. Fiduciary Trust Co. v. GowMassachusetts Supreme Judicial Court · 2004

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

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