Case Number
W2014-01769-COA-R3-CV
The trial court approved Petitioners'/Conservators' petition to establish a Supplemental Needs Trust for their Ward but declined to approve a proposed remainder provision naming two charities as beneficiaries. The trial court ruled that any amounts remaining in the Trust when it terminated would be distributed under the laws of intestate succession. The trial court also excluded evidence offered by Petitioners to demonstrate what they asserted was the Ward's intent. We affirm, as modified.
Originating Judge
Judge R. Lee Moore, Jr.
Case Name
In re The Conservatorship of Cody Lee Wade
Date Filed
Dissent or Concur
No
Download PDF Version
inreconservatorshipofwadec.opn_.pdf248.95 KB