We use cookies to customise content for your subscription and for analytics.
If you continue to browse Lexology, we will assume that you are happy to receive all our cookies. For further information please read our Cookie Policy.
In cooperation with Association of Corporate Counsel
  Request new password

Search results

Order by most recent / most popular / relevance

Results: 1-10 of 87

Keith v. Lulofs, 2012 Va. Lexis 82 (Va. Apr. 20, 2012)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • April 26 2012

Arvid and Lucy Keith were married in 1972

Recent cases of interest to fiduciaries: Part 7 Trustee liability for investment losses (Part two)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • October 18 2011

Patricia Gallagher is the settlor and a beneficiary of a charitable remainder trust created on June 8, 2001, with Keybank as trustee

James Munn v. Michael D. Briggs et al., 2010 Cal. App. LEXIS 860 (June 10, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 5 2011

In 1983, Janell Munn executed a will exercising a testamentary power of appointment over a trust created by her late husband

Patterson v. Patterson, 2011 Utah Lexis 148 (November 1, 2011)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • January 11 2012

The Utah Supreme Court reverses the trial court’s application of a common law limitation on amendment of trusts, and affirms a trust amendment by application of the Uniform Trust Code even though the issue was not properly raised in the trial court

In the Matter of the Accounting by Frieda Tydings, As Trustee of the Ricki Singer Grantor Trust, 2011 NY Slip Op 51177U (Bronx County Surrogate’s Court, June 28, 2011)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • March 21 2012

Surcharge of individual trustee for making interest-free loans to family members and giving trust profits to family-owned business in which trustee held an interest

Carlyle Investment Management LLC et al. v. Carlyle Capital Corporation Limited, 2011 U.S. Dist. Lexis 85710 (Delaware, August 4, 2011)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • March 21 2012

Forum selection clause in an investment management agreement is valid and enforceable

Russell Realty Assocs. v. Russell, 2012 Va. Lexis 79 (Va. Apr. 20, 2012)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • April 26 2012

In 1978, Charles Russell created a partnership called Russell Realty Associates to invest in certain assets, including commercial real property

Portico Management Group, LLC v. Harrison, 202 Cal. App. 4th 464 (Cal. App. 3d Dist. 2011).

  • McGuireWoods LLP
  • -
  • USA
  • -
  • March 21 2012

Trust assets not subject to arbitration award where award is not against co-trustees

Sellman v. FloranceGordonBrown, P.C., 82 Va. Cir. 59 (Va. Cir. Ct. 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • April 26 2012

Certain investors invested money with Donald Lacey and business entities owned by Donald Lacey in what turned out to be a Ponzi scheme

Suzanne C. Radford v. Melinda Shehorn, 2010 Cal. App. LEXIS 1455 (August 19, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 3 2011

Suzanne Radford and Melinda Shehorn were beneficiaries of a trust established by their parents, who died leaving Melinda as sole trustee