Jenna Rubin discusses the opinion of “In re Guardianship of Mount”.

Read his short analysis here:

In this short opinion, the Court was asked to consider whether a guardianship court could compel the co-trustees of a ward’s revocable trust to return assets to the guardianship.  The Court held that unless an action was commenced by the guardianship against the co-trustees, the Ward’s beneficial interest in the trust did not give the guardianship court the authority to override the decisions of the co-trustees in the management of the trust.

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Posted by Pooja Shivaprasad, Associate Editor, Wealth Strategies Journal