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Results: 11-20 of 165

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

James Munn v. Michael D. Briggs et al., 2010 Cal. App. LEXIS 860 (June 10, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 5 2011

In 1983, Janell Munn executed a will exercising a testamentary power of appointment over a trust created by her late husband

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

Grantor Retained Annuity Trusts (GRATs) and sales to grantor trusts

  • McGuireWoods LLP
  • -
  • USA
  • -
  • March 2 2015

A grantor retained annuity trust (GRAT) or an installment sale to a grantor trust can be useful in transmitting wealth in a tax-efficient way, and

Beneficiary-trustee did not breach his fiduciary duty by, pursuant to the trust terms, distributing trust assets to a LLC of which he was a member

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

Mike Damas was a past mayor of Toledo, Ohio, and a real estate businessman

Court does not have personal jurisdiction over trustees and beneficiaries for environmental liability claim over in-state land held in an out-of-state trust

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

In 1981, Marvin and Thelma Tennant, residents of Florida, purchased real property in Concord, New Hampshire

Daniel L. Hemphill v. Jay F. Shore, 2010 Kan. App. LEXIS 112 (September 24, 2010)

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

On December 28, 1984, Lee and Linna Shore created the Shore Family Trust with their two children, Jay and Susan, as trustees

Glory Kaufman v. JP Morgan Chase Bank, 2010 Cal. App. Unpub. LEXIS 8559 (October 28, 2010)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • May 5 2011

In March of 2009, Glory Kaufman, as beneficiary of the Donald B. Kaufman Revocable Trust, filed two applications under California Probate Code section 21320 for a determination that proposed petitions to remove and surcharge the trustee would not violate the trust’s no-contest provision

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

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