Jodi Montgomery
ON THE RECORD · 4 verbatim quotes · every quote source-verified
“Petitioner is informed and believes, based on information conveyed by prior trustee Matthew Fishburn, that Settlor Michele Singer Reiner advised him that Nick was aware he could take his Age 30 Distribution from the Trust when he turned thirty, and that Nick instead let those funds remain in the Trust — thereby consenting …to the Trustee electing to keep the distribution in the Trust until he desired it,”
Jodi Montgomery · said date not stated · reported 2026-08-17
From the trustee's cross-petition filed the prior week describing what she says happened in 2023.
“the Trustee does not contend that Nick is or is not disqualified, and she presumes him innocent,”
Jodi Montgomery · said date not stated · reported 2026-08-17
The trustee's court filing states she takes no position on whether Nick Reiner is disqualified from the trust and presumes him innocent.
“The Age 30 Distribution accordingly never left the Trust and remained Trust property under continued administration. Nick did not demand the distribution until his counsel did so in early April 2026.”
Jodi Montgomery · said date not stated · reported 2026-08-17
The trustee's filing asserts the age-30 distribution remained trust property and was not demanded until April 2026.
“not dispute that an actual controversy exists regarding the construction of the Trust and that declaratory relief is an appropriate vehicle to resolve it,”
Jodi Montgomery · said date not stated · reported 2026-08-17
Filing by attorneys for the trustee conceding a controversy exists over the construction of the trust while arguing Reiner is not entitled to funds until he is 35.