IN RE GREEN VALLEY FINANCIAL HOLDINGS

No. 00CA2060.

32 P.3d 643 (2001)

In the Interest of GREEN VALLEY FINANCIAL HOLDINGS, Appellant, Jerrald A. Green, Trustee-Appellant, v. Edna M. Green and the Estate of James L. Green, Appellees.

Colorado Court of Appeals, Div. IV.

August 16, 2001.


Attorney(s) appearing for the Case

Lindsey & Bruce, P.C., Robert J. Bruce, Denver, CO, for Appellant and Trustee-Appellant.

Ballard Spahr Andrews & Ingersoll, LLP, Jeffrey R. Davine, Denver, CO; Ciancio & Jonsen, P.C., Eric R. Jonsen, Westminster, CO, for Appellees.


Opinion by Judge RULAND.

In this probate proceeding, Green Valley Financial Holdings (trust) and Jerrald A. Green (trustee) appeal from the judgment of the trial court granting the petition of Edna M. Green and the Estate of James L. Green to terminate the trust. We affirm.

James and Edna Green, acting on the advice of their son, trustee, transferred a major portion of their property into the trust. The purpose was to obtain certain tax advantages and to accomplish...

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