Maimonides School v. Coles
Massachusetts Appeals Court
1Opinion of the CourtSikora, J.
After an eleven-month struggle with esophageal cancer, Leonard R. Brener died on December 8, 2001, at age eighty-five. He had never married. He had no children. He had conducted a long and successful career as a stockbroker. The value of his estate approximated $8 million. Several nieces and nephews survived him.
In October, 2001, about five weeks before his death, he had amended for a second time the testamentary pour-over trust through which he was transmitting the bulk of his estate. Before the October amendment, the terms of the trust, under an earlier amendment executed in March of 2001,…
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