IN RE: GOLDSTEIN IRREVOCABLE TRUST

141 Nev. Adv. Op. No. 41
CourtNevada Supreme Court
DecidedAugust 28, 2025
Docket87684
StatusPublished

This text of 141 Nev. Adv. Op. No. 41 (IN RE: GOLDSTEIN IRREVOCABLE TRUST) is published on Counsel Stack Legal Research, covering Nevada Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
IN RE: GOLDSTEIN IRREVOCABLE TRUST, 141 Nev. Adv. Op. No. 41 (Neb. 2025).

Opinion

141 Nev., Advance Opinion I-1

IN THE SUPREME COURT OF THE STATE OF NEVADA

IN THE MATTER OF RICHARD H. No. 87684 GOLDSTEIN IRREVOCABLE TRUST.

RICHARD H. GOLDSTEIN, Appellant, vs. BANK OF AMERICA, N.A., AS FILED TRUSTEE OF THE RICHARD H. AUG 28 2025 GOLDSTEIN IRREVOCABLE TRUST; LAURA JONES REICHMAN; WENDY JONES MAGID; CINDY G. BENNETT; AND DAVID R. JONES, Respondents.

Appeal from a district court order granting a motion to dismiss, for lack of personal jurisdiction, a petition asking the district court to assume jurisdiction over a trust and for construction of a trust instrument. Ninth Judicial District Court, Douglas County; Nathan Tod Young, Judge. Affirmed.

Guild, Gallagher & Fuller, Ltd., and John K. Gallagher and Patrick H. Gallagher, Reno; Adkisson Pitet, LLP, and Joseph P. Busch, III, and Christopher L. Pitet, Newport Beach, California, for Appellant.

Lewis Rice LLC and Richard B. Walsh, Jr., and Derick C. Albers, St. Louis, Missouri; McDonald Carano LLP and Adam Hosmer-Henner, Leigh Goddard, and Chelsea Latino, Reno, for Respondents Laura Jones Reichman, Wendy Jones Magid, Cindy G. Bennett, and David R. Jones.

SUPREME COURT OF NEVADA

(01 1947A e) ZS- 31121C McGuireWoods LLP and Matthew A. Fitzgerald and Brian E. Pumphrey, Richmond, Virginia, and Micalyee A. Noreen, San Francisco, California; Robison, Sharp, Sullivan & Brust and Kent R. Robison and Hannah E. Winston, Reno, for Respondent Bank of America, N.A.

BEFORE THE SUPREME COURT, PICKERING, CADISH, and LEE, JJ.

OPINION

By the Court, CADISH, J.: The sole lifetime beneficiary of a Missouri-based trust filed a petition asking the Nevada district court for an order assuming jurisdiction over the trust and for construction of the trust instrument's no-contest clause. The district court dismissed the petition, concluding it lacked personal jurisdiction over the nonresident trustee. Appellant argues that personal jurisdiction was not required because the statutory requirements for in rem jurisdiction under NRS 164.010 were satisfied and thus the court had jurisdiction to construe the trust instrument. We conclude that the trustee, as the entity charged with administering the trust in accordance with the settlor's intent, was a necessary and indispensable party to this proceeding such that personal jurisdiction was required and minimum- contacts jurisprudence applied. Per Shaffer v. Heitner, 433 U.S. 186, 206 (1977), the statutory grant of in rem jurisdiction cannot circumvent the due process requirements of the U.S. Constitution. Because appellant failed to provide prima facie evidence showing that his petition arose out of the trustee's purposeful contact with Nevada, the district court correctly

SUPREME COURT OF NEVADA 2 0) 1047A e concluded that it lacked personal jurisdiction over the trustee and dismissed the case. Accordingly, we affirm. FACTS Richard Goldstein, a Douglas County, Nevada, resident, is the sole lifetime beneficiary of the Richard H. Goldstein Irrevocable Trust (RHG Trust or trust), a discretionary trust created under the Samuel R. Goldstein Trust (SRG Trust) in Missouri. Samuel Goldstein, Richard's father, created the trust. When Samuel passed away in 2000, he left a sizeable estate. Samuel left roughly one-half of his assets to his daughter, Carol Jones, free of trust, and appointed her trustee of the SRG Trust. Jones and her children are also the contingent remainder beneficiaries of the RHG Trust. Aside from Richard, none of the beneficiaries are domiciled in Nevada. The situs of RHG Trust administration is in Missouri, where the corporate trustee, Bank of America (BOA), has administered the trust from its St. Louis office since Samuel's death in 2000. The trust gives BOA "sole and absolute discretion" in administering the trust. Likewise, the trust provides that if the situs of the trust is moved upon the "absolute discretion" of BOA, the trust "shall be administered and governed by the laws of such chosen jurisdiction." The trust also contains a no-contest clause that will result in a forfeiture of Richard's interest if he files any action that alleges "fraud, undue influence, interference with inheritance rights or another or similar allegation connected with or arising out of preparation, revision, execution or implementation of any one or more of Grantor's Estate Planning Documents." Richard has received trust-related communications from BOA at his attorneys' offices in Missouri (from 2000 to 2020) and California (from 2021 to present). Although BOA operates at least 61 financial centers and ATMs in Nevada, all meetings attended by Richard related to the trust occurred in Missouri and California. Richard SUPREME COURT OF NEVADA 3 WI 1947A OD does not use BOA's consumer banking services in Nevada. As a federally chartered bank, BOA does not have a state of incorporation, but its main office is in North Carolina. Richard previously filed an action in Missouri seeking a declaration that the no-contest clause would not be violated if he filed a proposed petition asserting various claims against Carol Jones and BOA, among others. The Missouri circuit court held that Richard's proposed petition would trigger the no-contest clause, and he appealed to the Missouri Court of Appeals, which affirmed. Matter of Richard H. Goldstein Tr., 495 S.W.3d 199 (Mo. Ct. App. 2016). In May 2021, Richard contacted a BOA senior trust officer, Allison Mayo, in Las Vegas, requesting that BOA transfer the trust administration situs from Missouri to Nevada. During a phone call between Richard's counsel and Mayo, Mayo requested that Richard provide a copy of the SRG Trust because she did not have one. Richard's counsel sought updates from Mayo several times over the next few months, but she did not respond. In October 2021, Peggy Thomas, a senior trust officer from BOA's St. Louis office that administers the trust, sought the remainder beneficiaries' input on Richard's request to transfer the trust situs. In January 2022, BOA, in a letter signed by Mayo, denied Richard's request, stating that based on its consultation with the St. Louis team, there were no "legal advantages" to be gained by the trust or its beneficiaries by changing the situs from Missouri to Nevada. The letter instructed Richard to "direct any future inquiries with respect to the Trust to the Bank's St. Louis team." In May 2023, Richard filed the underlying petition, asking the district court to "assume jurisdiction" over the trust and issue a construction of the trust that would permit him to file his proposed petition to change

SUPREME COURT OF NEVADA 4 ((A 1947A OD the trust situs without triggering the no-contest clause. BOA and remainder beneficiaries Wendy Magid, Cindy Bennett, David Jones, and Laura Reichman filed motions to dismiss. As relevant here, BOA and the remainder beneficiaries argued that they were necessary and indispensable parties, thus requiring that due-process-based personal-jurisdiction protections be met before the court could act on the petition. In response, Richard argued that personal jurisdiction was not required because NRS 164.010 provides in rem jurisdiction over the trust. And even if personal jurisdiction were required, Richard argued, BOA consented to personal jurisdiction by registering an agent for service of process under NRS 14.020

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Bluebook (online)
141 Nev. Adv. Op. No. 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-goldstein-irrevocable-trust-nev-2025.