re: Damming report on how St.Judes Hospital sues to take estates away from rightful heirs.

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My brother in law won the house last year LINK but he could afford the taxes and I don't think he has had any issues.

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Same here. Relative of mine won a few years back, took out a mortgage just to pay the taxes, took possession of the house, sold it a month or two later, paid off the mortgage, and put the rest in the bank. Aside from this being a unique situation, it actually went pretty smoothly for them.

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I always knew Math A Thon was full of shite

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The math teacher at the middle school where I teach did Math-A-Thon for years and raised thousands of dollars. I’m actually wearing a Math-A-Thon tee shirt right now as I’m getting ready to mow grass.

You're out here doing God's work.

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Dated a girl who was pretty high in their fundraising division. Made 6 figures and basically travelled the country staying in high end hotels running up big dinner bills every night.

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I know someone who did something similar. Not fundraising for their own company, but her job was basically just having free reign at picking which causes her company (major health insurance provider) donates to.

She picked all of her favorite charity social events she liked to attend and would invite all of us, her friends. Pretty sweet gig.

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I was told you must make it your primary residence for 2 years before being eligible to be sold and it was part of the agreement when buying the ticket.

Just a little fyi that people may want to look into before buying a ticket.

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Is this confirmed to be true?

Just wondering since the post you quoted said their relative sold it pretty quickly.

We buy tickets every year with intent that we'd pay taxes and then turn around and sell it. The ones in BR are in Pointe Marie the past few years, which is a nice neighborhood but not at all where I'd want to be located.

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That’s just completely incorrect. St Jude used to have only around 90 inpatient beds, but the majority of their treatments are outpatient. The have huge outpatient clinics. Several years ago they built a new inpatient wing which I believe doubled the size.

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Look at their website. They have 77 inpatient beds, with licensure to increase to 80.

Well, he may have advised his father about putting the house in the trust. His father later tried to give something away that wasn’t his. It belonged to the trust. I’m not sure why anyone is defending St Jude’s here, they had no case. It’s incredibly shitty the charity wasted money trying to claim on a property that was already spoken for.

Sorry, but the house wasn’t his to give a way, no matter what st Jude’s wants. The courts got it right, twice. If I were the son I would have done exactly the same, offer them $$$, if they didn’t want it that’s their problem, they weren’t entitled to shite to begin with.

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I was told you must make it your primary residence for 2 years before being eligible to be sold

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I do not think that provision would be legal in Louisiana.

It is possible for St. Jude to do great work, while still being pretty slimy on the fundraising side. The people that raise money at high levels like are often just mercenaries.

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Well, he may have advised his father about putting the house in the trust. His father later tried to give something away that wasn’t his. It belonged to the trust. I’m not sure why anyone is defending St Jude’s here, they had no case. It’s incredibly shitty the charity wasted money trying to claim on a property that was already spoken for.

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They were probably sent a copy of the will. Wondering if estate attorney knew about trust, and if not that would make son’s setting up trust and probably controlling changes more likely. I am sure son knew about house sale mentioned in will and that without changes to trust he wouldn’t have to honor it. St Judes probably shouldn’t have taken it as far as they did, but I can see initial attempt if will unclear on trust having been set up. The son says the father could have changed the trust at any time, but it’s possible the father thought he did or was told by his son that it would be done or could be done through a will to a avoid him pushing change to trust. It’s not like his comments are saying He told his father trust needed to be changed to perform donation in will, and father just never did.

The son is definitely not a victim. At a minimum he isn’t ensuring what he is admits was his father’s wish, and at worse he set up trust and mislead his father on what would happen with sale of house after father’s death.


Edit:

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On May 25, 2004, Eugene and Erie Lanier, as co-settlors and co-trustees, established a revocable inter vivos trust (“Trust”). Schedule “A” of the Trust transfers to the Trust “[a]ll personal items, clothing, furniture and movables of any type, belonging to the Settlors and located within the family home, or on the grounds, occupied by Settlors located at 1829 Guillot Road in Youngsville, Louisiana.” At that time, Mr. and Mrs. Lanier filed an Act of Donation to the Trust in which they donated all their immovable property located at their home at 1829 Guillot Road, Youngsville, Louisiana, to the Trust. The Act of Donation was filed with the Lafayette Parish Clerk of Court on November 23, 2004.

Also on that date, Mr. Lanier executed a Last Will and Testament (“2004 Will”) in statutory form that “bequeathed all of my [Mr. Lanier's] remaining property, including property that may constitute the legitime of a forced heir, to the Trust which is identified above.” The 2004 Will provided for the Lanier's three children, Vicci L. Guillet, Vance E. Lanier, and Dayle C. Guillory, to serve as co-executors of the succession if Ms. Lanier was unable to do so.

On October 11, 2011, Ms. Lanier died. Thereafter, on February 13, 2014, Mr. Lanier executed a new Last Will and Testament (“2014 Will”) that provided in pertinent part:

I direct my Executor to sell all of my real and moveable property located at 1829 Guillot Road, Youngsville, Lafayette Parish, Louisiana, including my residence and its amenities and furnishings (after the removal of my personal possessions), and I give and bequeath to St. Jude Children's Research Hospital, located in Memphis, Tennessee, Tax ID 62-0646012, the sum of one hundred thousand dollars ($100,000.00) from the proceeds of such sale or sales.

…(by St Jude)Pursuant to Article VI of the Trust, the 2014 Testament revoked and/or amended the Trust as to the Home.

As another independent basis for revocation and/or amendment of the Trust, La. R.S. 9:2051A provides that a modification or revocation of a trust is effective when made by authentic act when the trustee receives the authentic act modifying or revoking the Trust.

The Decedent received the 2014 Testament, which was made by authentic act on February 13, 2014, when he was trustee. Therefore, the requirements of La. R.S. 9:2051A were met and the 2014 Testament revoked and/or amended the Trust as to the Home.

… (sons) The Co-Executors argued that “Decedent's [Mr. Lanier's] 2014 Testament lacks the necessary intent as the 2014 Testament does not mention the Trust, state an intent to revoke the Trust, or state an intent to revoke the donation inter vivos of the Guillot Road Property to the Trust.”


…(court) While La.R.S. 9:2051(B) allows for revocation of a trust by testament, the comments to that article indicate that the testament must clearly identify the trust in order to have any effect on it. We find this to be a question of fact that is subject to the manifest error standard of review.

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Dissent in ruling:

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The Trust provided that “[a]ny and all gifts made by the Settlors of Trust assets to third parties shall be a withdrawal of the property from the Trust at the time the gift is made and shall be considered as made personally by the Settlor making the gift.” The Trust also authorized Mr. Lanier to revoke or amend the Trust “at any time” and, in the event of Mrs. Lanier's death, to “manage, control, sell, convey, exchange, donate, partition, assign, divide, subdivide, improve or repair” the Trust estate as if he were “the absolute owner thereof.”

In 2011, Mrs. Lanier passed away, rendering Mr. Lanier the sole settlor/trustee of the Trust. In 2014, Mr. Lanier executed a Last Will, allegedly having forgotten about the testament he executed in 2004. Mr. Lanier's 2014 Last Will differed from his 2004 testament in that it made bequests to his grandchildren and sister, and unambiguously expressed his intent to sell the Guillot Road Property and distribute some of the funds from the proceeds of such sale or sales to Plaintiff.

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But ruling comes down to wording of the 2014 Will not clearly identifying trust versus intent of father or wording in original trust which the son helped by not showing up to meeting with attorney to clarify what was in trust.

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Not only did the 2014 Will fail to mention the Trust but Mr. Philip Roberts, the attorney who prepared and notarized the 2014 Will, testified that he was not aware of the assets in the Trust at the time he was preparing the 2014 Will and merely prepared the 2014 Will according to what Mr. Lanier told him during their meeting. Specifically, when asked if he had any personal knowledge as to what assets Mr. Lanier had, Mr. Roberts stated as follows:

Oh, I did not have any personal knowledge. I did talk to Vance [Mr. Lanier's son] about it. Vance said he was going to bring some information to clarify that because I understood that some of it may have been placed in trust, and then - - but Vance never did show up. We had an appointment, he didn't show up, so I never did get that information.

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https://caselaw.findlaw.com/la-court-of-appeal/1897041.html

I think there is more gray with this is, St Jude is more reasonable in seeking ruling, and son is a little sketchy as he clearly was told about father’s wanting to amend trust and withheld details on trust from attorney.