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Results: 1-10 of 72

In re Trust of Hrnicek, 2010 Neb. LEXIS 142 (December 3, 2010)

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

Leo Hrnicek and his wife had six children

Nelms v. Kramer, 2011 U.S. Dist. LEXIS 21957 (March 3, 2011)

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

Anna Louise Madsen’s will was admitted to probate in the Kerr County, Texas on April 29, 2010

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

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

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

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

Derringer v. Emerson, 2010 U.S. Dist. LEXIS 79522 (August 6, 2010)

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

Richard Solem executed a living trust agreement in 2004, with himself as trustee, that provided at his death for the distribution of more than $2 million to his daughters and the balance to his charitable foundation

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

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

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