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Walker v. Walker

Supreme Judicial Court of Massachusetts

744 N.E.2d 60 (2001)

Summary
Procedural History
Judicial Opinion
Citations

A trust may be reformed to conform to the settlor's intent if clear proof shows a scrivener's error causing the trust to fail in accomplishing the settlor's intent.

Relevant Facts

Donald Walker's trust was drafted to minimize estate taxes but inadvertently included a provision giving his wife Virginia a general power of appointment, contrary to his intent to avoid estate tax implications.

Issue

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Holding & Reasoning

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Concurrence

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Dissent

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Last updated:

December 8, 2023

Judicial Opinion

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Procedural History

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Citations

744 N.E.2d 60 (2001)

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