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The trustee's general duty to account to nonqualified beneficiaries is regulated by general principles of equity, not the Uniform Trust Code: A critique of Schwalm v. Schwalm (2023) | Charles E. Rounds, Jr. - Suffolk University Law School

The Uniform Trust Code is not self-contained and all inclusive. It does not even presume to define what a trust is. It is merely an aggregation of tweaks to the law of trusts, the trust...
United States Appeals Court Supreme Judicial Court Uniform Trust Code

The Restatement of Restitution [for Unjust Enrichment] (1936): An indispensable doctrinal and practical supplement to the Uniform Trust Code | Charles E. Rounds, Jr. - Suffolk University Law School

Lord Mansfield, via the 1750 English case of Moses v. Macferlan, had injected unjust enrichment doctrine into the English legal tradition. Long before 1937, which was when the U.S....
United States Andrew Kull Rosen Katz X Corp Us Supreme Court Lord Mansfield

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One court fails to consider trustee's non-statutory duty to carry out settlor's wishes as manifested in trust's terms, a duty that encompasses defending those terms | Charles E. Rounds, Jr. - Suffolk University Law School

The trusteeโ€™s longstanding duty in equity to defend the trustโ€™s terms. Unless applicable law provides otherwise, the trustee has an overarching duty to carry out the lawful intentions...
North Carolina United States Goldman Sachs Trust Company Uniform Trust Code Sachs Trust Company

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