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Results: 1-10 of 24

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

  • 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

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

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

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

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

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

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

Justine Critzer died intestate in 2006

Estate of Campana v. Comerica Bank & Trust, N.A., 2012 U.S. Dist. Lexis 1490 (N.D. W. Va. 2012)

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

Arbitration clause in agreement between investment advisor and trustees bars trust beneficiary’s suit against investment advisor

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

Smith v. Marez, 2011 N.C. App. Lexis 2489 (N.C. Ct. App. 2011).

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

Attempt to designate IRA benefits to pass pursuant to terms of will is invalid