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Transferring Trust

A matter involved a daughter who was acting as trustee of her mother's revocable trust. As her mother began to decline, the daughter used assets from her mother's trust to pay the daughter's legal fees and a portion of the property settlement in the daughter's divorce. The daughter also used assets from her mother's trust to pay certain of the daughter's other expenses. Quarles & Brady represented the mother's son in an action to be named guardian, remove the daughter as trustee, and obtain recovery of the assets transferred from his mother's trust.