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INDIANAPOLIS MUSEUM OF ART v. HURLEY

Court of Appeals Case No. 22A-TR-767.

206 N.E.3d 488 (2023)

INDIANAPOLIS MUSEUM OF ART, d/b/a Newfields, Appellant, v. Kathleen HURLEY, et al., Appellee.

Court of Appeals of Indiana.

Signed March 24, 2023.

Attorney(s) appearing for the Case

Attorneys for Appellant: Jeffrey S. Dible , Margaret L. Smith , Frost Brown Todd LLC, Indianapolis, Indiana.

Attorneys for Appellee: Clifford M. Robinson , The Law Office of Clifford M. Robinson, LLC, Rensselaer, Indiana, William T. Sammons , The Law Office of William T. Sammons, P.C., Rensselaer, Indiana.

Statement of the Case

[1] Put simply, a trust is a fiduciary relationship whereby one person, the trustee, holds property for the benefit of another, the beneficiary.1 Relevant to this case is what has become known as the bypass or credit shelter trust. This type of trust allows a married couple...

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