Court Held That A Trust Terminated Upon The Primary Beneficiary's Death And That The Trustee Did Not Have Authority To Accept New Assets As A Part Of Its "Winding Up" Authority

02.10.24

In Herbig v. Welch, a dispute arose around whether a trust terminated and whether certain transfers were valid. No. 01-22-00080-CV, 2023 Tex. App. LEXIS 4505 (Tex. App.—Houston [1st Dist.] June 27, 2023, no pet.). The parties disputed whether a trust terminated, whether a trustee had authority to accept transfers after termination, whether certain transfers were... Continue Reading

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