§ 541(c)(2)

Brown, In re--Ostrander v. Brown

Ruling: 
Bankruptcy court erred in finding that pre-petition, uncashed retirement check was notproperty of the estate. (B.A.P. 1st Cir.)
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Consumer case opionion summary, case decided on May 21,2020, LexisNexis #0720-018

Culane, In re

Ruling: 
Debtor's beneficial interest in an ERISA-qualified plan was excluded from debtor's estate.(Bankr. E.D. Mich.)
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Consumer case opionion summary, case decided on February 28,2019, LexisNexis #0419-060

Kiley, In re

Ruling: 
Debtor's interest in her ex-husband's retirement plan as a survivor beneficiary was excludedfrom property of the estate as it was subject to ERISA's anti-alienation provisions. (Bankr. D.Utah)
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Consumer case opionion summary, case decided on December 04,2018, LexisNexis #0119-016

Carroll v. Takada

Ruling: 
Trust property could not be exempted from the estate as the spendthrift clause has already ceased after it was distributed to the debtor-beneficiary. (7th Cir.)
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Court: Judge or Jurisdiction information not available
Consumer case opionion summary, case decided on July 18,2017, LexisNexis #0817-105

Warner, In re--Gertz v. Warner

Ruling: 
Debtor's beneficial interest in the thrift savings plan account assets is excluded from thebankruptcy estate. (Bankr. N.D. Ohio)
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Consumer case opionion summary, case decided on April 14,2017, LexisNexis #0517-072

In re Foster

Ruling: 
Objections to debtor’s exemption in deferred compensation plan overruled. (Bankr. E.D. Pa.)
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Consumer case opionion summary, case decided on August 12,2016, LexisNexis #0916-021

In re Erskine

Ruling: 
Assets in invalid living trust were property of the estate and to be turned over to trustee.
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Consumer case opionion summary, case decided on April 08,2016, LexisNexis #0516-022

Thompson-Rossbach v. Doeling (In re Thompson-Rossbach)

Ruling: 
Debtor's interest in spendthrift trust properly held to be property of the estate where debtor was entitled to a distribution prior to the petition date.
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Consumer case opionion summary, case decided on December 02,2015, LexisNexis #1215-121

Kohut v. Lewiston Living Trust (In re Lewiston)

Ruling: 
Debtor's beneficial interest in trust with spendthrift provision that was unenforceable under state law was property of the estate.
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Consumer case opionion summary, case decided on June 24,2015, LexisNexis #0715-125

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