Matter of Strobel

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• donee clearly attempted to comply with specific reference requirement but mistakenly referred to an empty testamentary trust rather than the active inter vivos trust
• “The presumptive purpose of the requirement is to ensure a considered and intentional, rather than an inadvertent exercise of the power.”
• to determine whether the “attempted exercise approximated the required formality,” court evaluates “(1) precisely what formality was required, (2) the donor’s substantial purpose in imposing that formality, and finally (3

Source: CourtListener parenthetical corpus (CC0).