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Action by trust beneficiaries against drafter of will and trust is dismissed

The Court of Appeals dismissed a claim by Wayne and Sharon Shultz against Robert D. Sarow after it concluded that the beneficiaries of Wayne's father, Walter Shultz's, Trust were too slow in filing suit.  The Court held that the statute of limitations ran two years after Mr. Sarow finished work on the trust, and that his work for the successor trustee of the trust did not extend the statute of limitations.  Thus, the claims of the beneficiaries to the trust expired most likely before they even knew of the alleged errors in drafting their father's estate planning documents.  Unsurprisingly, Judge Henry Saad served on the Court of Appeals' panel:  he's never met an insurance defense he didn't champion.

Thompson O’Neil, P.C.
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Traverse City, Michigan 49684
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