Opinion ID: 1481116
Heading Depth: 2
Heading Rank: 2

Heading: The 1995 and 2001 estate-planning documents.

Text: On October 6, 1995, as a result of her meetings with Mr. Cohen, Ms. Jumper executed several estate-planning documents, and Mr. Anderson figured prominently in each. For purposes of this case, the most important document that Ms. Jumper executed was the Sally A. Jumper Trust (the 1995 Trust). The 1995 Trust designated Ms. Jumper to serve as the initial Trustee, and provided that Mr. Cohen would assume the duties of Trustee if Ms. Jumper cease[d] to serve as Trustee. The 1995 Trust provided that upon Ms. Jumper's death, 40% of her residual Trust Fund was to be distributed to Mr. Anderson. [2] Fast forward to January 2001, [3] when Ms. Jumper executed another set of estate-planning documents, including another iteration of the Sally A. Jumper Trust (the 2001 Trust). This time around, Ms. Jumper was represented by Cassandra Kincaid, not Mr. Cohen. Although the 2001 Trust was similar for the most part to the 1995 Trust, the two trusts differed dramatically in their treatment of Mr. Anderson. As stated above, the 1995 Trust required the Trustee to distribute forty percent of Ms. Jumper's residual estate to Mr. Anderson. The 2001 Trust, by contrast, provided that upon Ms. Jumper's death and while Mr. Anderson was still alive, the Trustee was to pay and distribute to or for Allen's benefit as much of the net income and as much of the principal of the Trust Fund as [the] Trustee, exercising sole discretion, may determine necessary or proper to provide for his health, education, support and maintenance.  (Emphasis added.) The 2001 Trust directed that after Mr. Anderson's death, the Trustee was to distribute the balance of the Trust Fund among several charitable causes, including Ms. Jumper's alma mater, by then known as Connecticut College. See http://aspen. conncoll.edu/camelweb/index.cfm?fuse action= offices & circuit=ehb & function=sec & action=1 (last visited Dec. 8, 2009). In addition, the 2001 Trust, while retaining Ms. Jumper as the initial Trustee, provided that Col. Verfurth, not Mr. Cohen (as under the 1995 Trust), was to be the alternate Trustee. Regarding this change, Col. Verfurth testified that Ms. Jumper had asked him to serve as the successor trustee in 1995, but that Col. Verfurth's employer instructed him to decline that invitation because Col. Verfurth at the time was Ms. Jumper's financial adviser, which raised a potential conflict of interest. By 2001, Col. Verfurth was retired and thus free to serve as the Trustee.