ESTATE OF WORRALL v. J. P. MORGAN BANK

2021-SC-0166-DG.

645 S.W.3d 441 (2022)

ESTATE OF Phillis T. WORRALL BY Executor James WORRALL, Appellant v. J. P. MORGAN BANK, N.A., TRUSTEE OF the JAMES P. THOMPSON TRUST, Appellee.

Supreme Court of Kentucky.

April 28, 2022.


Attorney(s) appearing for the Case

COUNSEL FOR APPELLANT: Allen P. Dodd, III , Dodd & Dodd Attorneys, PLLC.

COUNSEL FOR APPELLEE: Christopher Wilson Brooker , Wyatt Tarrant & Combs LLP, Louisville.


The Uniform Trust Code, KRS1 Chapter 386B, sets forth the rights and duties of trustees and beneficiaries upon termination of a trust. The specific duties at termination are set forth in KRS 386B.8-170 and 386B.8-180, including a prohibition on the trustee "request[ing] any beneficiary...

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