Montana High Court: Company Properly Assumed Role Of Successor Trustee

Mealey's (November 12, 2018, 10:44 AM EST) -- HELENA, Mont. — A panel of Montana’s Supreme Court on Nov. 7 upheld a state court judge’s ruling awarding summary judgment to a trust company, finding that it properly assumed its role as successor trustee to a woman’s trust after a doctor issued an opinion that she was mentally incapacitated (In the Matter of Valentine E. Weisz Living Trust v. D.A. Davidson Trust Co., No. 18-0122, Mont. Sup., 2018 Mont. LEXIS 375)....