Discretionary Trust Beneficiary Had No Standing to Challenge Adoption [Florida]
Since many estates and trusts define beneficiaries by description (e.g., “child” or “lineal descendant”) and it is a natural propensity for persons to gift or leave property to lineal descendants, the adoption of an individual can have a major impact on who benefits under a last will or a trust. Well drafted wills and trusts will typically contain provisions regarding adopting – such as whether an adopted person should be treated as a child or lineal descendant, and perhaps excluding persons who are adopted over a certain age from coming into those classes (so as minimize the risk of adoption being intentionally used to upset a dispositive scheme).
Ryan was a beneficiary of a trust established by his great-grandparents. His interest was discretionary only – distributions to him as a descendant were to be made only at the sole discretion of the trustees.
Ryan’s father adopted Brindley in 2004. . .
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