IN RE THE CONSERVATORSHIP OF CODY LEE WADE - Articles

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Posted by: Chandra Williams on Aug 5, 2015

Court: TN Court of Appeals

Attorneys 1:

William L. Harbison, Carla L. Lovell, and Lisa K. Helton, Nashville, Tennessee, for the appellants, Ronnie Wade and Reba Wade.

Attorneys 2:

James H. Bradberry, Dresden, Tennessee, for the appellee, Kimberly C. Casner.

Judge(s): GOLDIN

The trial court approved Petitioners’/Conservators’ petition to establish a Supplemental Needs Trust for their Ward but declined to approve a proposed remainder provision naming two charities as beneficiaries. The trial court ruled that any amounts remaining in the Trust when it terminated would be distributed under the laws of intestate succession. The trial court also excluded evidence offered by Petitioners to demonstrate what they asserted was the Ward’s intent. We affirm, as modified.

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