Rockland Trust Co. v. Attorney Gen.

The trustee of a trust established by Carol Vollmer (settlor) commenced this action in the probate and family court seeking reformation of the trust to comply with certain provisions of the Internal Revenue Code. A judge in that court reported the case to the appeals court, and the Supreme Court granted the trustee's application for direct appellate review. The Court then concluded that the trust should be reformed as requested, holding that reformation was warranted on this record because the proposed reformations would conform to the settlor's intent and would not be adverse to any person's or entity's interests under the trust instrument. View "Rockland Trust Co. v. Attorney Gen." on Justia Law