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Results: 11-20 of 87

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

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

Citizens Business Bank v. Carrano et al

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

On August 2, 1966, Charles and Serena Papaz created a trust for the benefit of their only child, Christopher

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

In Re Estate of Dorsey W. Rohrbaugh, 80 Va. Cir. 253 (Fairfax Circuit Court, March 31, 2010)

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

Dorsey and Geanie Rohrbaugh were married in 1974

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

Claude Arnall v. Dawn Arnall, 2010 Cal. App. Unpub. LEXIS 9218 (November 19, 2010)

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

Claude Arnall filed two identical safe harbor applications under section 21320 of the California Probate Code, one with respect to a trust and one with respect to the will of his brother the decedent, Roland Arnall, based on an alleged partially performed oral contract

Estate of Campana v. Comerica Bank & Trust, N.A., 2012 U.S. Dist. Lexis 1490 (N.D. W. Va. 2012)

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

Arbitration clause in agreement between investment advisor and trustees bars trust beneficiary’s suit against investment advisor

Giraldin v. Giraldin, 2011 Cal. App. Lexis 1222 (September 26, 2011).

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

The California Court of Appeals applied the well-established principle that a trustee of a revocable trust only owes duties to the settlor so long as the settlor is living and competent, and as a result reverses a $5 million surcharge award against the trustee who facilitated the settlor’s $4 million dollar investment in the trustee’s failed company

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