spendthrift clause (Texas) · Go Syfert
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spendthrift clause in Texas

6 Texas opinions name it 1 courts 1971–2018 0 in the last five years

The cases below were cited by Texas courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (4)

CaseFollowedCited
Limestone Products Distribution, Inc. v. McNamaragreen
tex · 2002 · cited in 2 Texas opinions naming this issue, 2003–2003
2 sentences

2003See McNamara , 71 S.W.3d at 311 (evidence in favor of nonmovant taken as true).

2003See McNamara, 71 S.W.3d at 311 (evidence in favor of nonmovant taken as true).

22
In Re Townley Bypass Unified Credit Trustgreen
texapp · 2008 · cited in 1 Texas opinions naming this issue, 2018–2018
2 sentences

2018Id.

2018Id. at 719 (term "beneficiary" includes both income beneficiary and all remainder beneficiaries).

11
Michael D. Lee v. the Rogers Agency, C. Michael Rogers, and New York Life Insurance Companygreen
texapp · 2016 · cited in 1 Texas opinions naming this issue, 2018–2018
1 sentence

2018See Lee v. Rogers Agency , 517 S.W.3d 137 , 145 (Tex. App.-Texarkana 2016, pet. denied) ("The overriding principle to be observed in construing a trust instrument is to ascertain the settlor's intent with the view of *817 effectuating it.") (citing Parrish v. Mills , 101 Tex. 276 , 106 S.W. 882 (1908) ); Coffee v. William Marsh Rice Univ. , 408 S.W.2d 269 , 273 (Tex. Civ.

11
Parrish v. Millsgreen
· 1908 · cited in 1 Texas opinions naming this issue, 2018–2018
1 sentence

2018See Lee v. Rogers Agency , 517 S.W.3d 137 , 145 (Tex. App.-Texarkana 2016, pet. denied) ("The overriding principle to be observed in construing a trust instrument is to ascertain the settlor's intent with the view of *817 effectuating it.") (citing Parrish v. Mills , 101 Tex. 276 , 106 S.W. 882 (1908) ); Coffee v. William Marsh Rice Univ. , 408 S.W.2d 269 , 273 (Tex. Civ.

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in Texas. Read the followed side critically anyway.

Also cited on this issue (7)

CaseCitedYears
Coffee v. William Marsh Rice University green
texapp · 1966
1 sentence

2018See Lee v. Rogers Agency , 517 S.W.3d 137 , 145 (Tex. App.-Texarkana 2016, pet. denied) ("The overriding principle to be observed in construing a trust instrument is to ascertain the settlor's intent with the view of *817 effectuating it.") (citing Parrish v. Mills , 101 Tex. 276 , 106 S.W. 882 (1908) ); Coffee v. William Marsh Rice Univ. , 408 S.W.2d 269 , 273 (Tex. Civ.

12018–2018
Elbaor v. Smith green
tex · 1993
1 sentence

2018In that case, the Texas Supreme Court reiterated that "[p]ublic policy favors the amicable settlement of controversies." Id. at 280 (citing Elbaor v. Smith , 845 S.W.2d 240 , 250 (Tex. 1992) ).

12018–2018
Transport Insurance Co. v. Faircloth green
tex · 1995
2 sentences

2018Neither Public Policy nor the Testator's Purpose and Intent Are Violated by Enforcement of the Trust's Spendthrift Provisions Lee argues that, even if the Trust is a spendthrift trust, the spendthrift clause should not be enforced to invalidate Lee's settlement agreement with Whitten because enforcement would (a) violate public policy favoring settlement of claims and (b) violate the testator's purpose and intent. i. Enforcement of the Spendthrift Clause Does Not Violate Public Policy In support of his contention that enforcement of the spendthrift clause would violate public policy favoring s

2018In that case, the Texas Supreme Court reiterated that "[p]ublic policy favors the amicable settlement of controversies." Id. at 280 (citing Elbaor v. Smith , 845 S.W.2d 240 , 250 (Tex. 1992) ).

12018–2018
McFaddin v. Commissioner of Internal Revenue green
ca5 · 1945
1 sentence

1976Glass v. Carpenter, CCA (San Antonio), NRE, Tex.Civ.App., 330 S.W.2d 530 ; McFaddin v. Commissioners Internal Revenue, Fifth Circuit, 148 F.2d 570 , 76 Am.Jur.2d 404; Bogert Trusts & Trustees 2d Edition, Section 223 p. 665.

11976–1976
Adams v. Williams green
· 1923
2 sentences

1976Adams v. Williams, 112 Tex. 469 , 248 S.W. 673 (Tex.1923).

1976Adams v. Williams, 112 Tex. 469 , 248 S.W. 673 (Tex.1923).

11976–1976
Glass v. Carpenter green
texapp · 1959
1 sentence

1976Glass v. Carpenter, CCA (San Antonio), NRE, Tex.Civ.App., 330 S.W.2d 530 ; McFaddin v. Commissioners Internal Revenue, Fifth Circuit, 148 F.2d 570 , 76 Am.Jur.2d 404; Bogert Trusts & Trustees 2d Edition, Section 223 p. 665.

11976–1976
Aberg v. First National Bank in Dallas green
texapp · 1970
1 sentence

1971Cf. Aberg Case, supra ( 450 S.W.2d at p. 411 ).

11971–1971

Where else courts name it

PA 25 (1915–2020) MA 13 (1938–2018) IL 11 (1940–2021) CA 9 (1938–2016) IA 6 (2004–2022) TX 6 (1971–2018) MN 4 (1943–2014) UT 4 (1989–2024) MO 4 (1973–2023) NY 3 (1967–2005) CO 3 (1991–2026) DE 3 (1960–2018) ME 3 (2003–2012) MD 2 (1988–2003) AZ 2 (2014–2014) GA 2 (1993–2010) AR 2 (2004–2016) OR 2 (1960–2018) MI 2 (1984–2025) HI 2 (1955–1964) WA 2 (1981–2016)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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