Resolution of family inheritance, succession and trust disputes in the US: judicial and nonjudicial approaches

Abstract In the United States, family trust controversies can be resolved through both judicial and nonjudicial methods. The Uniform Trust Code, enacted in 2000, changed common law to allow nonjudicial settlement agreements, with six primary methods for modifying irrevocable trusts: using existing trust powers, decanting, nonjudicial settlement agreements (NJSAs), merger, and powers of appointment. Washington State has a unique approach through its Trust and Estate Dispute Resolution Act (TEDRA), providing statutory frameworks for mediation, arbitration, and binding agreements. Decanting has become more prevalent over the past two decades, while trust protectors offer another modification mechanism. The document also examines practical considerations for trustees and beneficiaries in dispute resolution.

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Publication Details

Journal
Trusts & Trustees
Published
2025-10-15
DOI
https://doi.org/10.1093/tandt/ttaf083
Primary Topic
Legal principles and applications
Type
article
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article

Resolution of family inheritance, succession and trust disputes in the US: judicial and nonjudicial approaches

Laura Mandel, Wendy Goffe
Trusts & Trustees
Legal principles and applications
article

Resolution of family inheritance, succession and trust disputes in the US: judicial and nonjudicial approaches

Laura Mandel, Wendy Goffe
article en

Abstract

Abstract In the United States, family trust controversies can be resolved through both judicial and nonjudicial methods. The Uniform Trust Code, enacted in 2000, changed common law to allow nonjudicial settlement agreements, with six primary methods for modifying irrevocable trusts: using existing trust powers, decanting, nonjudicial settlement agreements (NJSAs), merger, and powers of appointment. Washington State has a unique approach through its Trust and Estate Dispute Resolution Act (TEDRA), providing statutory frameworks for mediation, arbitration, and binding agreements. Decanting has become more prevalent over the past two decades, while trust protectors offer another modification mechanism. The document also examines practical considerations for trustees and beneficiaries in dispute resolution.

Trusts & TrusteesVol. 32(1)
Northern Illinois University (US), Murphy Oil Corporation (United States) (US), Health Research and Educational Trust (US)
Openalex Percentile: Top 47%
Legal principles and applications
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Resolution of family inheritance, succession and trust disputes in the US: judicial and nonjudicial approaches — Laura Mandel, Wendy Goffe · Trusts & Trustees (2025) | TGRS Research Map | TGRS