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Recent cases of interest to fiduciaries

McGuireWoods LLP
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USA
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February 27 2013

In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the

The door is closing: taking advantage of the 2010 Tax Act

McGuireWoods LLP
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USA
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October 27 2012

The door is closing on the ability to take advantage of the gift and generation-skipping transfer tax exemptions and reduced gift tax rate made by the 2010 Tax Act

Bell v. Casper, 282 Va. 203 (2011)

McGuireWoods LLP
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USA
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April 26 2012

In 2009, Clayton Devoy Lynn was convicted of the 2005 murder of his mother, Collette Lynn Lockard

Keith v. Lulofs, 2012 Va. Lexis 82 (Va. Apr. 20, 2012)

McGuireWoods LLP
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USA
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April 26 2012

Arvid and Lucy Keith were married in 1972

Weedon v. Weedon, 283 Va. 241 (Va. Jan. 13, 2012)

McGuireWoods LLP
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USA
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April 26 2012

When Dorothy Weedon became ill in 2000, her daughter Mary Ann became her primary care-giver

Stevens v. Stevens, 59 Va. App. 274 (Va. Ct. App. Dec. 13, 2011)

McGuireWoods LLP
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USA
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April 26 2012

In 2001, Danny Stevens’s parents established a trust for the benefit of Danny and his three brothers

Riverside Healthcare Ass’n v. Forbes, 281 Va. 522 (2011)

McGuireWoods LLP
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USA
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April 26 2012

Sarah Forbes created an inter vivos trust and conveyed a certain parcel of real property located in Newport News to the trust

Kummer v. Donak, 282 Va. 301 (2011)

McGuireWoods LLP
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USA
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April 26 2012

Justine Critzer died intestate in 2006

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

McGuireWoods LLP
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USA
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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