Legal Opinion
Ackerman v. Genevieve Ackerman Family Trust
District of Columbia Court of Appeals
Decided October 12, 2006No. 05-CV-652PublishedCited by 4 opinions
1Opinion of the Court
FISHER, Associate Judge:
Appellant Stephen J. Ackerman, Jr., lost his lawsuit to reform a trust created by his mother. Enforcing a “no contest” provision of the trust, the trial court then declared that appellant had lost any and all interests he may have had under the trust and his mother’s will. Appellant challenges the latter ruling, but we affirm.
I
In May 2002 Genevieve Ackerman created a revocable trust (the Genevieve Acker-man Family Trust). Her husband, now deceased, created a similar trust, and the Ackermans placed most of their assets in those trusts. The couple’s primary purpose was…
2Cases cited5 opinions
- M. A. P. v. RyanDistrict of Columbia Court of Appeals · 1971
- In Re Estate of DanielDistrict of Columbia Court of Appeals · 2003
- Barry v. American Security & Trust Co.Court of Appeals for the D.C. Circuit · 1943
- In Re Estate of HimmelfarbDistrict of Columbia Court of Appeals · 1975
- Sullivan v. BondCourt of Appeals for the D.C. Circuit · 1952
3Cited by4 opinions
- Ackerman v. AbbottDistrict of Columbia Court of Appeals · 2009
- In re SzymkowiczDistrict of Columbia Court of Appeals · 2015
- IN RE JOHN T. SZYMKOWICZ, JOHN P. SZYMKOWICZ, LESLIE SILVERMAN, ROBERT KINGDistrict of Columbia Court of Appeals · 2015
- JEFFREY BALDWIN, Individually, as agent for his children and grandchildren named below, as Beneficiary of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and as Trustee of a descendant's trust in his name as described below v. JAN KAYE BALDWIN, Individually, as Beneficiary, and as Trustee of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and KAYLI BALDWIN-HYTEN, Individually, as a Beneficiary of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and as Trustee of a descendant's trust in her name as described below, and ANDREA BALDWIN-GREGG, Individually, as a Beneficiary of the Roger Woodard Baldwin Revocable Trust dtd. November 5, 2001, as Amended and Restated, and certain sub-trusts created thereunder, and as Trustee of a descendant's trust in her name as described below, Respondents-Respondents.Missouri Court of Appeals · 2023