March 2020 – GGU Tax & Estate Planning Review

Salce v. Cardello

Abstract Case Name: Salce v. Cardello, 2019 WL 6247662 (Conn. Sup. Ct. 2019).Jurisdiction: Superior Court of Connecticut on Appeal from Probate Court.Plaintiff/Counter-Claim Defendant: John Salce, son of decedent, Mae Salce.Defendant/Counter-Claim Plaintiff: Joan Cardello, daughter of decedent, Mae Salce.Concepts: Estate Planning; In Terrorem Clause.Nature of Case: Whether either party violated the in terrorem clause as stated […]

Duncan v. Rawls

Abstract Case Name: Duncan v. Rawls 812 S.E.2d 647 (Ga. Ct. App. 2018).Jurisdiction: Court of Appeals of Georgia.Plaintiff(s): Jenifer Duncan, et al.Defendant(s): Olga Rawls, et al.Concepts: Wills; Trusts; In Terrorem Clause.Nature of Case: Whether and under what circumstances Georgia public policy prohibits enforcement of an in terrorem, or no contest, provision of a trust.Lower Ct. Decision: […]