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Court allows trustee—s third accounting in supplemental-needs trust
Summary
A trustee—s third account for a supplemental-needs trust was presented by counsel, reported served on interested parties with no objections, and allowed by the court, which approved fees and costs as filed.
At a hearing in Lenawee County Probate & Juvenile Court, Emily Robertson, appearing for the petitioner, presented the trustee—s third accounting for a supplemental-needs trust and said all interested parties were served and no objections were filed.
The trustee, Richard Weldey Jr., affirmed under oath that the account was truthful and complete to the best of his knowledge. The judge noted the account showed relatively few expenses and some investment gains and issued an order allowing the accounting, including the fees and costs listed.
The court told counsel the signed order would be mailed in the regular course or could be retrieved through the clerk—s office.
