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IN THE MATTER OF THE REVOCABLE LIVING TRUST OF JEANNE M. WINN

No. 22-2052.

IN THE MATTER OF THE REVOCABLE LIVING TRUST OF JEANNE M. WINN, Deceased. JENNIFER NEAL, CASSIE SHORT, and KARAH SMITH f/k/a KARAH SHORT, as beneficiaries of the Revocable Living Trust of Jeanne M. Winn, Appellants, v. JAMES GRUBER, as Trustee of the Revocable Living Trust of Jeanne M. Winn, Appellee.

Court of Appeals of Iowa.

Filed March 27, 2024.

Attorney(s) appearing for the Case

Chad D. Brakhahn and Joseph J. Porter of Simmons Perrine Moyer Bergman, PLC, Cedar Rapids, for appellants.

Heather Timmins and Aaron W. Lindebak of Grefe & Sidney, PLC, Des Moines, for appellee.

Considered by Bower, C.J., and Buller and Langholz, JJ.

The beneficiaries of a trust appeal from a ruling denying their petition to terminate the trust. After considering the material purposes of the trust, we agree with the probate court that continuing the trust is necessary to carry out at least some of those purposes. We affirm.

I. Background Facts and Proceedings

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