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Trustee Removal

41 published works

  1. New York Probate and Estate Administration Lawyer Blog

    Trustee Cannot Be Removed Based Solely on Disagreements Over Trust Administration: Matter of Damiano, 2026 NY Slip Op 00297

    By Stephen Bilkis

    A trustee is responsible for managing trust property, making distributions to beneficiaries when appropriate, and carrying out the wishes of the person who created the trust. Although beneficiaries may disagree…

  2. The Fiduciary Litigator

    Court Granted Mandamus Relief To Require A Plaintiff To Answer Discovery In A Trustee Removal Dispute

    By David Fowler Johnson

    In In re Gruss, Shawn Gruss was appointed trustee of the Gallagher Family Trust in 2016. No. 14-25-00098-CV, 2025 Tex. App. LEXIS 6596 (Tex. App.—Houston [14th Dist.] August 25, 2025,…

  3. The Fiduciary Litigator

    Court Reversed Judgment Against A Trustee Due To Jury Instruction Errors And Also Held That A Party Is Not Entitled To A Jury Trial In Trustee Removal Actions

    By David Fowler Johnson

    In White v. White, an income beneficiary of a trust was retained to manage ranch property. 704 S.W.3d 250 (Tex. App.—El Paso 2024, no pet.). He later became trustee of…

  4. The Fiduciary Litigator

    Court Affirmed An Order Removing A Trustee

    By David Fowler Johnson

    In Richey v. Brouse, the settlor created a special needs trust for her son, who had a mental disability and a seizure disorder that required day-to-day care. No. 03-23-00544-CV, 2024…

  5. Berk Law Group Blog

    Arizona Trustee Removal: Lessons from Jimmy Buffett’s Case

    By Kent Berk

    Jimmy Buffet Trust – Background The estate of the late singer Jimmy Buffett (died 2023) has erupted into a high-profile trust dispute. Buffett’s widow, Jane Buffett, is clashing with co-trustee…

  6. The Fiduciary Litigator

    Recorded Webinar: Trustee Removal in Texas

    By Winstead

    David F. Johnson, lead writer for the Fiduciary Litigator blog, addresses the challenges of navigating the complexities of trustee removal in Texas. This presentation explored the legal issues involved in…

  7. The Fiduciary Litigator

    Court Granted Motion To Abate A Suit To Remove A Trustee In District Court Because A First Filed Suit In A County Court At Law Had Primary Jurisdiction

    By David Fowler Johnson

    In In re Kelly, a former executor and the trustee of a testamentary trust initiated a probate proceeding in a county court at law. No. 11-24-00066-CV, 2024 Tex. App. LEXIS…

  8. Future Focused

    Ep. 12 – Trustee Troubles: A Beneficiary’s Guide to Trustee Removal

    By Michael T. Clear, Erin D. Nicholls

    Trustees behaving badly? In this episode of “Future Focused,” Partners Erin Nicholls and Michael Clear discuss trusts and mechanisms available for a trust beneficiary to remove a trustee. From understanding the roles of trustees…

  9. Aging Parents Blog

    Know The Cost Of Removing A Stubborn Aging Parent As Trustee

    By Carolyn Rosenblatt

    There are plenty of aging parents out there making life difficult for their adult children, as we see from our experience working with elders’ families at AgingParents.com. A common problem…

  10. Nonprofit Law Prof Blog

    Minnesota Appeals Court Upholds Removal of Otto Bremer Trust Trustee

    By nonprofitlawprof

    In this space we have previously reported on first the Minnesota Attorney General seeking to replace the trustees of the Otto Bremer Trust, and then on the decision by a…