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Results: 11-20 of 87

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

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

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

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

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

Ott v. Monroe, 282 Va. 403 (2011)

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

Admiral Dewey Monroe, Jr. and his wife Lou Ann Monroe created a limited liability company in which they each owned membership interests, with Lou Ann as the managing member of the LLC

Montegani v. Cassinerio, 2011 Cal. App. Unpub. LEXIS 1594 (March 2, 2011)

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

In 1993, Lena Cassinerio established the Lena M. Cassinerio Family Trust naming her children, Bernadette, Peter, Karon, and Agnes, as beneficiaries of the trust

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

Daniel L. Hemphill v. Jay F. Shore, 2010 Kan. App. LEXIS 112 (September 24, 2010)

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

On December 28, 1984, Lee and Linna Shore created the Shore Family Trust with their two children, Jay and Susan, as trustees

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