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Case No. 24-0380

Winslow v. Poole

Robert John Winslow, Plaintiff-Appellee,

vs.

Benjamin H. Poole, Sherry Poole, Nathan Poole and Melissa Poole, Defendants-Appellants,

and

Iowa State Bank, Trustee of the Ann D. Winslow Declaration of Trust a/k/a Ann D. Winslow Trust and Conservator of Ann D. Winslow, Charlene M. Winslow, Jacob A. Poole, Scott Davis, Margaret Fehn, Shelly Ertel, Bethel Mission of Des Moines, Iowa, Brittany A. Winslow, Shan R. Winslow, Christina R. Winslow, Sarah A. Winslow, Mackenzie L. Winslow, Joseph D. Winslow, Morgan Rae Todd, Ann Winslows Adopted or Afterborn Grandchildren or Step Gran Children, Mile R. Schram, Jane Edson, Jon Dunlop and Ann Lundin, Defendants.

Attorney for Appellants

Matthew G. Sease

Amanda Green

Attorney for Appellee

Aaron W. Ahrendsen and John Werden

Guardian ad Litems

Mary Lauver

Jessica Morton

Court of Appeals

Court of Appeals Opinion

Opinion Number:
24-0380
Date Published:
Jul 23, 2025
Summary

            Appeal from the Iowa District Court for Polk County, David Porter, Judge.  REVERSED AND REMANDED FOR DISMISSAL.  Heard at oral argument by Tabor, C.J., and Ahlers and Langholz, JJ.  Opinion by Tabor, C.J.  (16 pages)

            Stepchildren of a trust settlor appeal the denial of their motion to dismiss predeath claims by the settlor’s son.  OPINION HOLDS: Because the son’s interest in his mother’s trust is too speculative and contingent during her lifetime, he lacks standing to bring these claims before her death.  We reverse and remand for entry of an order dismissing his petition.

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