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0 tracked cards Supplemental - Not MEE July 2026

Grandmother signed a letter to her daughter saying, "I hope you will use my stock portfolio to help your children with school. I trust you to do what is right." The letter did not use the word trustee, impose duties, state distribution standards, or require account separation. Grandmother kept the portfolio in her own name until death.
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A charitable trust was created because education was mentioned. A trust was created because all written instructions are enforceable trusts. No trust was created because the language was precatory and imposed no enforceable duty. A trust was created because family members are definite beneficiaries.

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