Buchanan Dobson Dunavant v. The William B. Dunavant, Jr. Revocable Living Trust, et al.

This case involves the interpretation of a marital dissolution agreement (“MDA” ) in which the father was obligated to establish an irrevocable life insurance trust for his youngest child in an amount equal to the average of the after-tax funds received by his other children from four other trusts. He did not establish the trust before his death in 2021. Before he died, his youngest child sued to force him to create the trust. Ultimately, the trial court granted summary judgment in favor of the father’s estate and another trust he established, holding that the MDA trust was too vague and indefinite to enforce and that the father’s failure to establish the trust constituted a non-arbitrary disinheritance of the youngest child pursuant to the MDA. This Court, in Dunavant v. The William B. Dunavant, Jr. Revocable Living Trust, No. W2023-01213, 2024 WL 4211156 (Tenn. Ct. App. Sept. 17, 2024), affirmed the trial court. The Tennessee Supreme Court granted the Rule 11 application for the Living Trust and the Estate, vacated the judgment, and remanded the case to the Court of Appeals “for further consideration in light of Pharma Conference Education v. State, 703 S.W.3d 305 (Tenn. 2024).” We reverse the trial court.