SHEINKOPF v. BORNSTEIN


443 Mass. 1012 (2005)

SYBIL J. SHEINKOPF & another, trustees, v. ANNE W. BORNSTEIN & others.

Supreme Judicial Court of Massachusetts.

March 4, 2005.


Attorney(s) appearing for the Case

The case was submitted on briefs.

Charles A. Cheever for the plaintiffs.


The trustees of the Louis Bornstein Family Trust commenced this action in the Probate and Family Court. They seek reformation of the trust instrument so that a portion of the trust would qualify for the Federal estate tax marital deduction; specifically, to amend Article Fourth of the trust to allow a trust for Anne Bornstein, Louis Bornstein's widow, to qualify for the marital deduction. The trustees allege that the trust as written...

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