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Results: 1-10 of 25

Recent cases of interest to fiduciaries

  • McGuireWoods LLP
  • -
  • USA
  • -
  • October 14 2014

Norma Beck died in 1984. Her will created six trusts, one for each of six grandchildren. Gordon Mueller was named as trustee of each trust. Mueller

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

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

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

Recent cases of interest to fiduciaries

  • McGuireWoods LLP
  • -
  • USA
  • -
  • June 4 2014

Keith Wellin created an irrevocable trust under South Dakota law for the benefit of his three children and designated Lester Schwartz as the Trust

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

UK remittance basis charge to offset US income tax

  • McGuireWoods LLP
  • -
  • United Kingdom, USA
  • -
  • August 25 2011

As the result of a recent and long-awaited IRS ruling, U.S. domiciliaries resident in the UK have a useful tool at their disposal to minimize their overall U.S. and UK income tax liability

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

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

  • McGuireWoods LLP
  • -
  • USA
  • -
  • 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

In the Matter of the Accounting by Frieda Tydings, As Trustee of the Ricki Singer Grantor Trust, 2011 NY Slip Op 51177U (Bronx County Surrogate’s Court, June 28, 2011)

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

Surcharge of individual trustee for making interest-free loans to family members and giving trust profits to family-owned business in which trustee held an interest