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Results: 11-20 of 164

Trustee may not unilaterally act against votes of majority of trustees

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

Brothers Scott, Guy and Thomas Snyder were the settlors, beneficiaries and trustees of the Snyder Family Trust, which was used by the family to manage its real estate holdings in southern California

Trust reformation

  • McGuireWoods LLP
  • -
  • USA
  • -
  • December 1 2011

Under his will and three codicils, John L. Quigley created a trust for the benefit of his wife, Jacqueline, and his five children

Reliance Trust Company v. Candler et al., 2012 Ga. App. Lexis 336 (March 26, 2012)

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

Trustee surcharged for excessive and arbitrary discretionary distributions to surviving spouse from marital trust

Pennsylvania Supreme Court upholds modern fiduciary statutes and eliminates arcane common law restrictions on trustee compensation

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

Anna Fridenberg died on March 26, 1940, leaving a will that provided that the residue of her estate and appointive property be held in trust for five named individuals

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

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

Estate tax changes past, present and future - May 2014

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 1 2014

This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts to repeal the

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

Wilbourn v. Wilbourn, 2012 Miss. App. Lexis 232 (2012)

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

Co-Trustee removed and denied compensation for actions as chairman of bank owned in part by trust