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IN RE REVOCABLE TRUST OF MARGOLIS

No. A06-1018.

731 N.W.2d 539 (2007)

In the Matter of the REVOCABLE TRUST OF Naomi MARGOLIS.

Court of Appeals of Minnesota.

May 22, 2007.

Attorney(s) appearing for the Case

Bruce C. Recher, Richelle M. Wahi Reif, Henson & Efron, P.A., Minneapolis, MN, for appellant Barry Lorberbaum.

Grant R.J. Lindquist, David M. Jacobs, P.A., Minneapolis, MN, for respondent Jack Margolis.

Considered and decided by MINGE, Presiding Judge; STONEBURNER, Judge; and WRIGHT, Judge.

OPINION

MINGE, Judge.

Appellant-co-beneficiary of a trust challenges the district court's affirmation of respondent-co-trustee's accounting. Appellant argues that respondent's use of trust funds to pay for the beneficiary's medical care was barred by Minn.Stat. § 501B.14 (2006) and that by using trust funds in this way, respondent breached fiduciary duties. Appellant also maintains that the court clearly...

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