WING v. GOLDMAN SACHS TRUST COMPANY, N.A.

No. 488PA20.

876 S.E.2d 390 (2022)

2022-NCSC-104

Mary Cooper Falls WING, et al. v. GOLDMAN SACHS TRUST COMPANY, N.A., et al. Ralph L. Falls III, et al. v. Goldman Sachs Trust Company, N.A., et al.

Supreme Court of North Carolina.

Filed August 19, 2022.


Attorney(s) appearing for the Case

Womble Bond Dickinson (US) LLP, by Johnny M. Loper , Elizabeth K. Arias , Raleigh, and Jesse A. Schaefer , Raleigh, for plaintiff-appellee Mary Cooper Falls Wing; and James, McElroy & Diehl, P.A., Charlotte, by Fred B. Monroe , for plaintiff-appellees Ralph L. Falls III; M.E.F., by her next friend and parent, Ralph L. Falls III; L.C.F., by her next friend and parent, Ralph L. Falls III; and J.B.F., by his next friend and parent, Ralph L. Falls III.

J. Mitchell Armbruster , Raleigh, James K. Dorsett III , and Eva Gullick Frongello , Raleigh, for defendant-appellant Goldman Sachs Trust Company, N.A.

Alan W. Duncan , Allison O. Mullins , Greensboro, and Hillary M. Kies , Greensboro, for defendant-appellant Dianne C. Sellers; and Leslie C. Packer , Raleigh, Alex J. Hagan , Raleigh, and Michelle A. Liguori , Raleigh, for defendant-appellants Louise Falls Cone, Toby Cone, Gillian Falls Cone, and Katherine Lenox Cone.

John V. Orth, pro se, amicus curiae.


¶ 1 In this matter, we address the extent of a trustee's duties and powers concerning litigation challenging trust amendments. We ultimately hold that the trustee in this case had the power to defend the litigation. We need not and cannot resolve the separate issue of whether the trustee also had a duty to...

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