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Results: 1-10 of 87

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

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

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

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

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

Recent cases of interest to fiduciaries: Part 6 trustee liability for investment losses (part one)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • October 18 2011

Gloria Figel established a trust for the benefit of her son, Terry, and grandson, Spencer, with Wells Fargo Bank, N.A. as trustee

Patterson v. Patterson, 2011 Utah Lexis 148 (November 1, 2011)

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

The Utah Supreme Court reverses the trial court’s application of a common law limitation on amendment of trusts, and affirms a trust amendment by application of the Uniform Trust Code even though the issue was not properly raised in the trial court

Browder-Martin v. Meneses, 81 Va. cir. 199 (Va. Cir. 2010)

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

In 1987, Nettie Browder Martin’s elderly neighbor asked Martin and her husband to care for her for the duration of her life

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

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