1. Home
  2. Browse Decisions
  3. Mass.
  4. 102 Mass.
  5. 102 Mass. App. Ct. 825 (2023)
 

SCHWALM v. SCHWALM

No. 22-P-783.

102 Mass. App. Ct. 825 (2023)

GREGORY K. SCHWALM & others, v. KAREN SCHWALM, trustee.

Appeals Court of Massachusetts, Middlesex.

July 7, 2023.

Attorney(s) appearing for the Case

Joshua Looney ( Mark Swirbalus also present) for the plaintiffs.

Patricia Keane Martin for the defendant.

Present: Meade, Blake, & Brennan, JJ.

In this case we are asked to determine whether a trustee has a common-law duty to account to remainder beneficiaries who are not yet qualified beneficiaries under G. L. c. 203E, § 103. See Matter of the Colecchia Family Irrevocable Trust, 100 Mass.App.Ct. 504 (2021) (Colecchia). We conclude that the common-law duty to account is limited...

Let's get started

Leagle.com

Welcome to the leading source of independent legal reporting
Sign on now to see your case.
Or view more than 10 million decisions and orders.

  • Updated daily.
  • Uncompromising quality.
  • Complete, Accurate, Current.

Listed below are the cases that are cited in this Featured Case. Click the citation to see the full text of the cited case. Citations are also linked in the body of the Featured Case.

Cited Cases

  • No Cases Found

Listed below are those cases in which this Featured Case is cited. Click on the case name to see the full text of the citing case.

Citing Cases