Turner v. Kent, et al. - 6/10/14

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Tuesday  June 10, 2014 
10:30 AM  EST

10:30. 64A05-1310-TR-510. University Place, West Lafayette. Linda Turner, trustee and beneficiary of the Kazlauski Family Trust, appeals the trial court's grant of summary judgment in favor of beneficiaries Sally Kent and Stanley Kazlauski on the issue of whether a signed writing, executed after the trust agreement, modified the distribution terms of the trust. The separate writing provides for specific gifts of real estate to Stanley and Linda. The trial court determined this to be an invalid attempt to incorporate by reference specific gifts of non-personal property. Linda argues that the writing constitutes a valid amendment to the trust agreement.

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