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Case No. 22-2052

For summaries from opinions prior to August, 2018, view PDF versions here

In re Trust of Winn

County:
Polk

Jennifer Neal, Cassie Short, and Karah Smith f/k/a Karah Short, as beneficiaries of the Revocable Living Trust of Jeanne M. Winn, Appellants

James Gruber, as Trustee of the Revocable Living Trust of Jeanne M. Winn, Appellee

Attorneys for Appellants

Chad D. Brakhahn

Joseph J. Porter

Attorneys for Appellee

Heather Timmins

Aaron W. Lindebak

Court of Appeals

Court of Appeals Opinion

Opinion Number:
22-2052
Date Published:
Mar 27, 2024
Summary

            Appeal from the Iowa District Court for Polk County, Craig E. Block, Judge.  AFFIRMED.  Considered by Bower, C.J., and Buller and Langholz, JJ.  Opinion by Buller, J.  (8 pages)

            Beneficiaries of a trust appeal from a ruling denying their motion to terminate the trust.  OPINION HOLDS: We agree with the probate court that continuing the trust is necessary to fulfil its material purposes and affirm.

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