Montana Trusts Lawyer



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Ulm
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Yellowtail
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ZortmanZurich

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Sample MT Trusts Cases

... (referred to collectively as the "Trusts"), appeal the summary judgment order entered by the ... Christine and Olsen had a telephone conversation in early 2007, while Christine was in Lincoln County and Olsen was in Colorado, which resulted in Olsen preparing five trusts for her. ...

... This motion to substitute was filed after appellee Audrey A. Haugen (Audrey) filed a verified petition in the District Court before Judge Phillips seeking to have herself replaced as the trustee of the Clifford C. Haugen testamentary trusts (Haugen Trusts). ...

... (e) for other good cause. ¶ 11 The official comments to § 72-33-618, MCA, explain that this statute is based upon the Restatement (Second) of Trusts § 107 (1959), the California Probate Code, and the Texas Trust Code. ... a; see also Restatement (Third) of Trusts § 37 cmt. ...

... For both trusts, Dennis has submitted annual accountings to the court as required by law. ... There is no evidence to suggest additional funds are unaccounted for or that there has been any fraud in the administration of the trusts. ...

... For both trusts, Dennis has submitted annual accountings to the court as required by law. ... There is no evidence to suggest additional funds are unaccounted for or that there has been any fraud in the administration of the trusts. ...

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