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Case Citations [1] (July 2021 - April 2022)

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                                       TRUSTS 3D



  Generally

  Neb.2021. Cit. generally in case cit. in disc. Settlor's son and grandson sued trustee of irrevocable
  family trust, alleging, inter alia, that respondent violated her fiduciary duties and should be removed as
  trustee for her conduct. The trial court dismissed petitioners' petition. This court reversed and remanded,
  holding that petitioners belonged to an ascertainable class of beneficiaries who had standing to bring
  suit. The court observed that the applicable state trust and estate statutes that defined the beneficiaries of
  a trust were derived from the Restatement Third of Trusts. In re William R. Zutavern Revocable Trust,
  961 N.W.2d  807, 818.



               PART   1. NATURE, CHARACTERISTICS, AND TYPES OF TRUSTS

                        CHAPTER 1. DEFINITIONS AND DISTINCTIONS

  § 3. Settlor, Trust Property, Trustee, and Beneficiary

  Cal.App.2021.  Cit. in ftn. Trustees of a revocable living trust they had created for their own benefit filed
  an unlawful detainer action against tenants of a rental property they had transferred to the trust, seeking
  to evict tenants under the family move-in provision of city's rent-control ordinance. The trial court
  sustained defendants' demurrer without leave to amend and entered judgment in their favor. This court
  reversed and remanded, holding that natural persons like plaintiffs, who were acting as trustees of a
  revocable living trust and were also the trust's settlors and beneficiaries, qualified as landlords under
  the provision. The court cited Restatement Third of Trusts § 3 in explaining that, when a settlor
  transferred property to a revocable living trust, the property's title was held by the trustee because
  property in such a trust was considered the property of the settlor for the settlor's lifetime. Boshernitsan
  v. Bach, 276 Cal.Rptr.3d 109, 112.



                                CHAPTER 2. RESULTING TRUSTS

  § 7. Nature and Definition of Resulting Trusts

  E.D.Mich.2021.  Quot. in sup. Property owner brought an action to quiet title against the United States;
  defendant counterclaimed, alleging that the relevant property was purchased through funds on which
  defendant had a tax lien. This court granted defendant's motion to strike plaintiff's demand for a jury
  trial, holding, inter alia, that the Seventh Amendment right to a jury trial did not apply to defendant's
  counterclaim for lien enforcement. In rejecting plaintiffs assertion that she was entitled to a jury trial
  because defendant's claim touched upon property rights defined by state law, the court noted that a
  state-law claim under Restatement Third of Trusts § 7 creating a resulting trust would be equitable in


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            For earlier citations, see the Appendices, Supplements, or Pocket Parts, if any, that correspond to the subject matter under examination.

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