Case Summary: Upon his death, Raymond Rech’s trust directed that three quarters of his multi million dollar estate be distributed to three charities. The remaining quarter was held in trust for the benefit of his sister during her lifetime, with the remainder to be divided equally among the same three charities upon her death. The sister’s grandchildren challenged the distribution, arguing that a conflicting provision entitled them to the remainder. The probate court agreed.

Resolution: Kemp Klein Appellate Attorney Ronald S. Nixon successfully represented the trustee on appeal, securing a reversal and recovering more than $1 million for the charities while upholding Raymond Rech’s intent. This case underscores the importance of clear and precise estate planning documents, as unnecessary or conflicting language can create opportunities for unintended claims.

For further information regarding these matters, please contact Mr. Nixon at 248.619.2855 or via email.