Paulos

FACTS AND PROCEDURAL BACKGROUND

I. The Family

During his lifetime, Fred Paulos (Fred) had seven children with three wives.1 Three of those children are Alexander, Nicholas and Thomas.

One of those children was the child of Fred’s first wife and another man, but Fred treated her as one of his natural children.

Because these individuals share the same last name, we will use first names for clarity’s sake. We mean no disrespect.

2 Fred and his third wife, Lulah Lipop Paulos, who goes by the name “Poppy” and is the mother of Alexander and Nicholas, had entered into a prenuptial agreement back in 1977.

II. The Operative Trust

On January 16, 2003, Fred created a living trust to govern his assets. The operative version of this trust is the Third Amendment to and Complete Restatement of Declaration of Trust of the Fred Paulos Living Trust, signed May 11, 2018 (the trust). In general terms and as pertinent here, the trust provides for the disposition of Fred’s assets upon his death as follows: First, Poppy is to receive (1) all “Tangible Personal Property,” (2) $50,000 cash, pursuant to the prenuptial agreement, (3) a parcel of real property located on Lexington…