US Lawyer Database

  1. Absent clear and convincing evidence, no settlor of an irrevocable trust may be deemed to be the alter ego of a trustee of such trust.
  2. None of the following factors, by themselves or in combination, may be considered sufficient evidence for a court to conclude that the settlor controls a trustee, or is the alter ego of a trustee of such trust:

    1. Any combination of the factors listed in § 35-15-1105 regarding dominion and control over a trust;
    2. Isolated occurrences where the settlor has signed checks, made disbursements, or executed other documents related to such trust as a trustee, a trust advisor or a trust protector, when in fact the settlor was not such a trustee, trust advisor or trust protector;
    3. Making any requests for distributions on behalf of beneficiaries; or
    4. Making any requests to the trustee to hold, purchase, or sell any trust property.