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Results: 1-10 of 87

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

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

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

Christopher Gene Fazzi v. Norma Jean Klein, 2010 Cal. App. LEXIS 2112 (December 14, 2010)

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

On January 29, 1987, Norma Jean Klein and her husband, Lloyd, created a joint revocable trust called the Klein Family Trust, and executed pour over wills

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

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

Virginia enacts domestic asset protection trust legislation

  • McGuireWoods LLP
  • -
  • USA
  • -
  • April 9 2012

Virginia will become the thirteenth state to permit a settlor to establish an irrevocable trust of which the settlor is a beneficiary and receive spendthrift protection against the claims of the settlor’s creditors beginning on July 1, 2012

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

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

Weinberger v. Morris

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

On October 12, 1996, Sue Weinberger created a trust and executed a quitclaim deed transferring her North Hollywood real property to the trust