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Results: 11-20 of 153

Virginia joins growing number of states enacting trust decanting statutes

  • McGuireWoods LLP
  • -
  • USA
  • -
  • April 16 2012

On April 4, 2012, Governor McDonnell signed into law Senate Bill 110 which permits a trustee to exercise a discretionary distribution power by appointing the trust principal or income to the trustee of a second trust

Nederlander, et al. v. Papiano, 2012 Cal. App. unpub. Lexis 1717 (March 6, 2012)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • July 26 2012

Lawyer serving as trustee surcharged for distributing assets pursuant to trust amendments that affected partial revocation requiring consent of co-trustees, and double damages awarded for bad faith in allowing amendments in order to extract payment of lawyer’s fees out of the trust assets

Appellate court affirms criminal sentence for custodian and trustee who defied court order and refused to account

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 30 2012

Between 1984 and 1994, Jeffrey Whitman, a licensed Ohio attorney, established several custodial accounts for the benefit of his son, Justin, under the Uniform Gift to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA

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

Co-trustee removed for refusal to cooperate and failure to manage trust property that caused harm to the trust

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 30 2012

John Deneny created a revocable trust for the benefit of his son, Sean, and his daughter, Barbara

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

Multiple roles as fiduciary and beneficiary are not enough to justify removal of trustee named by settlor in the absence of a breach of trust

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 30 2012

Robert M. Mumma died on April 12, 1986, leaving a will that established two trusts, a marital trust and a residual trust

Ron Aucutt’s “top ten” estate planning and estate tax developments of 2012

  • McGuireWoods LLP
  • -
  • USA
  • -
  • December 28 2012

As 2012 comes to an end, "Uncertainty" is certainly the operative word for tax professionals. No one knows (as of this date) what the tax laws, including

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

Virginia enacts domestic asset protection trust legislation

  • McGuireWoods LLP
  • -
  • USA
  • -
  • April 9 2012

Virginia will become the thirteenth state to permit a settlor to establish an irrevocable trust of which the settlor is a beneficiary and receive spendthrift protection against the claims of the settlor’s creditors beginning on July 1, 2012