Monthly Archives: September 2021
The Supreme Court of Virginia Hands Down a New Decision on the Applicability of a No Contest Clause in a Trust
By recent unpublished order in the matter of McMurtrie, v. McMurtrie, the Supreme Court of Virginia reversed a trial court’s ruling that a no contest clause (in terrorem clause) in a trust did not apply to a trust settlor (trust creator). While unpublished, the order nevertheless provides an instructive analysis of the legal framework for an increasingly common estate dispute scenario: whether a no contest clause in a trust or will has been violated by the actions of a beneficiary. Additionally, this unpublished order also applied certain principles from the Supreme Court’s recent Hunter v. Hunter decision. Notably, Hunter v. …
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Commonwealth of Virginia, Court Opinions, Disinheriting Family Members, Elder Abuse, Elder Law Disputes, Family disputes, Fiduciary Duties, General, Gifts, Legal Terminology, New Laws, No contest clause, Preventing Disputes, Trust Disputes
Posted in General, No Contest Clause
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