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: 11-20 of 87

In re Rstate of Brantman v. Brantman et al., 2011 Ill. App. Unpub. Lexis 3013 (December 2, 2011)

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

The Illinois Court of Appeals blocked an attempt by a charitable trust beneficiary to bring claims to recover improper distributions to family members made by a former trustee, where the distributions to family members were made in breach of the former trustee’s fiduciary duties and while failing to make specific distributions to numerous charities

Stuart et al. v. Snyder, 2010 Conn. App. LEXIS 556 (October 19, 2010)

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

In 1993, beneficiaries of their father Kenneth J. Stuart’s (Stuart Sr.) estate filed an action against their brother, Stuart Jr., as executor under Stuart Sr.’s will and as trustee under Stuart Sr.’s trust, alleging that Stuart Jr. had misappropriated property from the estate for his own benefit without their consent and in contravention of Stuart Sr.’s estate plan

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

French v. Wachovia Bank, N.A., 2011 U.S. Dist. Lexis 72808 (E.D. Wisconsin 2011)

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

Corporate trustee did not breach its duties by exchanging insurance policies for new policies obtained through its affiliate

Sheryl Ragen v. Peter Veloz, 2010 Cal. App. Unpub. LEXIS 7262 (September 13, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 13 2011

Sheila and Tom Veloz established a family trust in 1988 that they restated and amended in June 2001

Smith v. Marez, 2011 N.C. App. Lexis 2489 (N.C. Ct. App. 2011).

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

Attempt to designate IRA benefits to pass pursuant to terms of will is invalid

In Re Estate of Billy Joe Stricklan, 2010 Tenn. App. LEXIS 410 (June 28, 2010)

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

Billy Joe Stricklan died leaving two wills, both of which were admitted to probate

John H. Meeks, Trustee v. Successor Trustee of the trusts under the will of Michael Holliday, 2010 Tenn. App. LEXIS 554 (July 28, 2010)

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

Michael Edward Holliday died on August 31, 2001 leaving a will that established a credit shelter trust and a martial trust for the benefit of his wife and children

Hood v. Todd

  • McGuireWoods LLP
  • -
  • USA
  • -
  • June 9 2011

John Buffington died with a will leaving the residue of his estate to separate trusts for each of his living children or the issue of deceased children

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