Patricia Walter created a revocable living trust, with herself as sole trustee. Her four children were designated as equal beneficiaries.

After Patricia died, Robert Walter (Walter), one of the four children, brought suit against Elizabeth Walter, a trustee; Richard C. Drayson, Patricia Walter’s CPA and also a trustee; and Karen Temple together with her law firm, Bodden & Temple, who provided legal services to the trustor and the trustees.