C. Roberts v. Peggy McConnell

WIENER, Circuit Judge:

In 1990, Mary McConnell (“Mary”) created the Terry L. H.off Heritage Trust (“the Trust”) inter vivos, as a spendthrift trust 1 for the sole benefit of her grandson, Appellant Terry L. Hoff (“Hoff’), who was 22 years old at the time. Mary funded the Trust with $100 and designated her daughter, Appellant Peggy McConnell (“Peggy”) — Hoffs mother — to serve as the sole trustee. As an exception to the Trust’s spendthrift provisions, the trust agreement provides that, following the death of the “Settlor,” Hoff may make withdrawals of principal in specified fractions of the…