MOREY v. EVERBANK

No. 1D11-1401.

93 So.3d 482 (2012)

Kevin A. MOREY, as personal representative of the estate of Carlton W. Morey, Jr. and as trustee of the amended and restated revocable trust of Carlton W. Morey, Jr. dated October 1, 2004, Appellant, v. EVERBANK and Air Craun, Inc., Appellees.

District Court of Appeal of Florida, First District.

July 24, 2012.


Attorney(s) appearing for the Case

Michael S. Drews of the Law Offices of Michael S. Drews, P.A., Jacksonville, for Appellant.

David H. Peek and James H. Cummings of Smith, Gambrell & Russell, LLP, Jacksonville, for Appellee Everbank.


BENTON, C.J.

As trustee of the Carlton W. Morey, Jr., Revocable Trust, Kevin A. Morey (Trustee), appeals the trial court's ruling that life insurance proceeds payable to the trust were not, by virtue of the provisions on the subject in the trust instrument, exempt from the claims of creditors of the estate of his brother, Carlton W. Morey, Jr. (decedent), and also appeals the denial of a supplemental petition which sought reformation of the trust. We affirm.

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