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Matter of Trusts u/w of KlineSJC-13579Argue Date: Monday September 9, 2024*Summary: Trusts-- Whether it was proper for a trustee to distribute to a beneficiary more than the net income of a trust pursuant to the Massachusetts Principal and Income Act. Justices: Budd, C.J., Gaziano, Kafker, Wendlandt, Georges, Jr., Dewar, Wolohojian, JJ. Appellant: Peter Judson Counsel for Appellant: Tracey L. Taylor, Esquire Appellee: Robert I. Friedman, Trustee Counsel for Appellee: Thomas Rockwell, Esquire Christine Ann Jenness, Esquire Christopher H. Lindstrom, Esquire Court Appealed From: Barnstable Probate & Fam Lower Court Judge: Susan S. Tierney, J. Route to SJC: Sua Sponte Transfer from Appeals Court Amici Curiae: *Summary is not an official part of the court proceedings, it is presented so that those who access the website will have a general understanding of the legal issues in the case. Access published opinions - View SJC Docket Information - Download Caption text |