Douglas B Hendrickson, et al. v. Elizabeth Anne Stuart, as Successor Trustee of the Don Klippel Trust and as Personal Representative of the Estate of Donald C. Klippel, et al.

── Douglas B Hendrickson, et al. v. Elizabeth Anne Stuart, as Successor Trustee of the Don Klippel Trust and as Personal Representative of the Estate of Donald C. Klippel, et al. ── Case No.: 20A-TR-01412 Court: Indiana Court of Appeals Date: May 17, 2021 Author: Judge L. Mark Bailey Category: Civil Decision: Affirmed Judge May and Judge Robb concur In 2006, Vera executed the following estate-planning documents: (1) a trust agreement (the “Trust Agreement”) establishing a revocable inter vivos trust, of which Vera was both the lifetime beneficiary and the initial trustee and (2) a pourover will that distributed substantially all of her estate to the trust. These documents were in effect when Vera died in 2013, with Klippel surviving her. Under the terms of the Trust Agreement, upon Vera’s death, Klippel would become the lifetime beneficiary.