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Results: 11-20 of 159

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

In Re: James Craig Guetersloh, 2010 Tex. App. LEXIS 8730 (November 1, 2010)

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

James Craig Guetersloh, who was not a lawyer, applied for writ of mandamus after a trial court refused to schedule a hearing on his motion to transfer venue of a suit he filed pro se to terminate a trust, in both his individual capacity and in his capacity as trustee of a trust

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

Constructive trust imposed to enforce premarital agreement

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

Walter Braun was married to his wife, Pia, with two infant children, Cameron and Skye

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

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

Recent cases of interest to fiduciaries: Part 6 trustee liability for investment losses (part one)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • October 18 2011

Gloria Figel established a trust for the benefit of her son, Terry, and grandson, Spencer, with Wells Fargo Bank, N.A. as trustee

Recent cases of interest to fiduciaries

  • McGuireWoods LLP
  • -
  • USA
  • -
  • February 27 2013

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

Kevin McNulty Saunders v. Sondra Muratori, 2010 Colo. App. LEXIS 1170 (august 19, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 3 2011

In 1992, B.R. McNulty formed the McNulty Ranch Trust to provide income for his daughter, Sondra, and his grandson, Scott, during Sondra’s lifetime

“Top ten” estate planning and estate tax developments of 2013

  • McGuireWoods LLP
  • -
  • USA
  • -
  • December 20 2013

The fact-specific nature of litigation over the gift and estate tax value of interests in family limited partnerships (FLPs) and LLCs continues to