Opinion ID: 2049295
Heading Depth: 1
Heading Rank: 1

Heading: regarding the substantive question.

Text: The trust involved here was a testamentary trust established pursuant to Paragraph 23 of Aaron Mendelson's will. Paragraph 23 provides in pertinent part: TWENTY-THIRD: Since the death of my beloved wife JENNIE GROGAN MENDELSON I have remained unmarried. During that time I have cherished and cultivated the love and affection of my daughter GLADYS M. KUHN. I have been and am deeply conscious and sympathetic of her welfare and comfort. I profoundly realize the distress which from time to time has been visited upon her and have done all in my power to alleviate it. I am conscious that she has the greatest love and affection for her children and exercises all the supervision and direction of a devoted mother. I have never voiced and do not now express any objection to her remarriage. However, I feel that I would be helping her in her period of readjustment in providing for a trust of a portion of the residue which I intend to provide for her rather than to give it to her outright. In order that there may be no inequality in the gift of the residue I am making the same provision for my son HERBERT A. MENDELSON. I direct that my Executors shall divide all of the rest, residue and remainder of my estate and property, real, personal and mixed, of whatsoever name and nature, and wheresoever situated, as nearly as possible into two distinct and separate trusts, and shall transfer, assign and convey the two trusts to my son HERBERT A. MENDELSON, FRED M. BUTZEL and HARRY L. WINSTON, as Trustees, and if necessary, my Executors shall execute instruments of transfer and conveyance to effectuate this purpose. I give, devise and bequeath each of said trusts as a distinct and separate trust to my Trustees above named in this paragraph, and to the survivors or survivor of them, and to the successors and substitutes of them as is hereinafter provided, with full power to sell, assign, transfer and dispose of the same, or any part or parts thereof, and to invest and reinvest the proceeds as in their judgment may seem best, UPON TRUST NEVERTHELESS, to the ends, and for the intents and purposes follows: