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WILSON v. WILSON

No. COA09-325.

690 S.E.2d 710 (2010)

Lawrence A. WILSON, III and Leigh M. Wilson, Plaintiffs, v. Lawrence A. WILSON, Sr., Individually and in his capacity as Trustee of the Lawrence Allan Wilson, Jr. Trust for the Benefit of Lawrence Allan Wilson, III and the Lawrence Allan Wilson, Jr., Trust for the Benefit of Leigh Meredith Wilson, and Lawrence A. Wilson, Jr., Defendants.

Court of Appeals of North Carolina.

March 16, 2010.

Attorney(s) appearing for the Case

Ward and Smith, P.A., by John M. Martin, Greenville, for plaintiffs-appellants.

Shipman & Wright, L.L.P., by Gary K. Shipman and Catherine H. Lesica, Wilmington, for defendants-appellees.

WYNN, Judge.

"[T]he beneficiary is always entitled to such information as is reasonably necessary to enable him to enforce his rights under the trust or to prevent or redress a breach of trust."1 In the present case, the trial court held that Defendant-settlor Lawrence A. Wilson, Jr. could, by a provision in the trust instrument, deny Plaintiffs-beneficiaries information necessary to prevent or redress a breach of trust. Because this result...

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