Legal Opinion
Morey v. Everbank
District Court of Appeal of Florida
Decided July 24, 2012No. 1D11-1401PublishedCited by 8 opinions
1Opinion of the CourtBenton, C.J.
As trustee of the Carlton W. Morey, Jr., Revocable Trust, Kevin A. Morey (Trustee), appeals the trial court’s ruling that life insurance proceeds payable to the trust were not, by virtue of the provisions on the subject in the trust instrument, exempt from the claims of creditors of the estate of his brother, Carlton W. Morey, Jr. (decedent), and also appeals the denial of a supplemental petition which sought reformation of the trust. We affirm.
The decedent executed the original trust declaration1 on January 19, 2000. The following month, he applied to Nationwide Life Insurance Company for…
2Cases cited10 opinions
- Providence Square Ass'n v. BiancardiSupreme Court of Florida · 1987
- Sorrells v. McNallySupreme Court of Florida · 1925
- Roberts v. SarrosDistrict Court of Appeal of Florida · 2006
- Reid v. Estate of SonderDistrict Court of Appeal of Florida · 2011
- McKean v. WarburtonSupreme Court of Florida · 2006
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3Cited by8 opinions
- Megiel-Rollo v. MegielDistrict Court of Appeal of Florida · 2015
- Bone & Joint Treatment Centers of America v. HealthTronics Surgical Services, Inc.District Court of Appeal of Florida · 2013
- Kelly v. LindenauDistrict Court of Appeal of Florida · 2017
- J. SCOTT LANFORD, TRUSTEE OF THE KIRK FAMILY FOUNDATION vs ROBIN PHEMISTER, PERSONAL REPRESENTATIVE OF THE ESTATE OF MARY L. DILLARD AND AS TRUSTEE OF THE TESTAMENTARY TRUST OF MARY L. DILLARDDistrict Court of Appeal of Florida · 2022
- KEYS COUNTRY RESORT, LLC v. 1733 OVERSEAS HIGHWAY, LLCDistrict Court of Appeal of Florida · 2021
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