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Wills, Trusts & Estates Keyed to Gallanis
Estate and Trust of Pilafas
Citation:
836 P.2d 420 (Ariz. Ct. App. 1992)Facts
On August 30, 1982, decedent executed a trust agreement appointing himself trustee of certain described properties for the benefit of himself and other specified beneficiaries. In accord with the revocation provision, decedent twice amended the trust agreement by instrument in writing. Decedent simultaneously executed a will and the second trust amendment. The will explicitly excluded decedent’s former wife, disposed of certain personal property, and directed that other personal property be distributed in accordance with a separate written statement. The will gave the residue of decedent’s estate to the trust. After executing the second amendment to his trust agreement and his new will, decedent apparently improved his relationships with appellees Irene Pappas, James S. Pilafas and Nicholas Pilafas. The decedent indicated an intention to revise his estate plan to include all his children. Decedent’s attorney prepared the trust agreement, the two amendments, and the will, and assisted decedent in executing them.
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