Weisz v. D.A. Davidson Trust Co.Annotate this Case
The Supreme Court affirmed the order of the district court granting summary judgment in favor of D.A. Davidson Trust Company and denying Valentine Weisz’s motion for partial summary judgment but reversed the order ordering sanctions against Valentine’s legal counsel, Henning, Keedy & Lee, holding that the district court abused its discretion when it ordered the sanctions.
Valentine, who created the Valentine E. Weisz Living Trust and named Davidson as successor trustee, accused Davidson of inappropriately seizing control of the Trust. The Supreme Court held (1) the district court did not err when it determined that Davidson properly assumed the role of successor trustee; (2) the district court did not err when it denied Valentine’s motion for partial summary judgment; but (3) the district court abused its discretion in sanctioning Valentine’s legal counsel.