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Results: 11-20 of 87

Scanlan v. Eisenberg, et al., 2012 U.S. App. Lexis 1112 (January 20, 2012)

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

Seventh Circuit reverses district court decision that discretionary beneficiary lacked standing to bring surcharge claim for $200 million in investment losses from investment concentration

The Fundamentalist Church of Jesus Christ of Latter-Day Saints v. The Honorable Denise P. Lindberg, Third District Court Judge, 2010 Utah LEXIS 115 (August 27, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • June 15 2011

In 1942, the predecessor to the Church of Jesus Christ of Latter-Day Saints formed the United Effort Plan Trust (UEP Trust) for charitable and philanthropic purposes, but conditioned membership in the UEP Trust on consecration of real and mixed property to the trust

Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 999 (N.D. Mississippi, January 5, 2011); Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 7168 (January 25, 2011)

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

Court refuses to dismiss claim that trustee was negligent in failing to inform beneficiaries about GST taxes owed on trust distributions, but dismissed claims that trustee had a duty to modify the trust to avoid the taxes

Klingelhoefer v. Monif, et al., 2012 Neb. App. Lexis 5 (January 17, 2012).

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

Constance K. Klingelhoefer created a revocable trust and a limited liability company, transferred Nebraska farmland to the LLC, and then gifted a minority interest in the LLC to each of her eleven children

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

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

Kucker et al v. Kucker

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

On June 29, 2009, at the age of 84, Mona Berkowitz created a revocable trust and executed a writing purporting to assign all of her real and personal property to herself as trustee of her trust

Deirdre Foster v. Winifred Foster, 2010 Ark. App. LEXIS 629 (September 15, 2010)

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

Winifred Foster filed a “pre-death will contest” action during her lifetime to declare the validity of her will and her living trust dated June 26, 2007

Bell v. Casper, 282 Va. 203 (2011)

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

In 2009, Clayton Devoy Lynn was convicted of the 2005 murder of his mother, Collette Lynn Lockard

In Re: James Craig Guetersloh, 2010 Tex. App. LEXIS 8730 (November 1, 2010)

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

James Craig Guetersloh, who was not a lawyer, applied for writ of mandamus after a trial court refused to schedule a hearing on his motion to transfer venue of a suit he filed pro se to terminate a trust, in both his individual capacity and in his capacity as trustee of a trust