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Wills, Trusts & Estates Keyed to Bonfield
Sullivan v. Burkin
Citation:
460 N.E.2d 572 (Mass. 1984)Facts
In September 1973, Ernest G. Sullivan created a deed of trust, transferring real estate to himself as trustee, with the net income payable to him during his life. He retained the right to revoke the trust and instructed the successor trustee to distribute the principal and undistributed income equally to George F. Cronin, Sr., and Harold J. Cronin upon his death. After Sullivan’s death in 1981, his will stated he intentionally did not provide for his wife, Mary A. Sullivan, and directed the residue of his estate to be paid to the trust. His wife filed a claim for a portion of the estate, and the value of his personal property and trust assets at the time of his death was approximately $100,000.
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