BINDMAN v. PARKER

Nos. SJC-10878, SJC-10879.

459 Mass. 1004 (2011)

CARL B. BINDMAN, trustee, v. DANIEL PARKER, individually and as executor, & others (and a consolidated case).

Supreme Judicial Court of Massachusetts.

March 18, 2011.


Attorney(s) appearing for the Case

The case was submitted on briefs.

Renat V. Lumpau & Andree M. Saulnier for Carl B. Bindman & another.


Trustees of two qualified personal residence trusts (QPRTs) commenced these actions in the Probate and Family Court, seeking reformation of the trusts to correct drafting errors that they claimed frustrated the settlors' intent to reduce their estate and gift tax liabilities. A probate judge reported the cases to the Appeals Court, and we granted the trustees' applications for direct appellate review.5

Under the trust instruments, the...

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