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Individual charity director can’t force accounting of trust

Individual charity director can’t force accounting of trust

Individual charity director can’t force accounting of trust

An individual director of a private foundation that is the remainder beneficiary of a marital trust has no standing to compel an accounting of the trust during its administration, an appellate court in Texas has ruled. It has ordered a trial court to grant a plea to the jurisdiction and dismiss the director’s claim Wayne B. Duddlesten died in 2010, with an estate plan that included a marital trust for his wife, with a remainder interest to the Wayne Duddlesten Foundation. His wife Karen and daughter Jerri (Karen’s step-daughter) were both directors of the Foundation. In 2016, Jerri sued the trustees of the marital trust for an accounting, for imposition of restrictions on the trustees, and...

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