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Results: 11-20 of 160

“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

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

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

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

2006 Frank Calandra, Jr. Irrevocable Trust v. Signature Bank Corp., 816 F. Supp. 2d 222 (S.D.N.Y. 2011)

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

Bank holding trust accounts not liable for trustee’s breach of trust

Obergefell adds new dimension to Windsor, Perry decisions for same-sex couples

  • McGuireWoods LLP
  • -
  • USA
  • -
  • August 1 2013

A reported decision from Ohio last week (Obergefell v. Kasich, 2013 U.S. Dist. LEXIS 102077 (S.D. Ohio July 22, 2013)) sets the stage for the

Trustee disclosure

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

Under his will, Otto Stasi created a trust that provided for several regular enumerated distributions of trust income and then directed that any excess income be paid at least annually in unequal shares among six individual beneficiaries

Court affirms dismissal of surcharge claim against surviving spouse for investing marital trust assets as trustee in municipal bonds to increase her own income distributions from trust

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

Luther Reynolds Carter Jr. created a living trust that, upon his death in 2003, created three separate trusts, including a marital trust

Merrill Lynch Trust Company v. Mary F.C. Campbell, 2011 Del. Ch. Lexis 205 (January 24, 2011)

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

Court reverses dismissal of beneficiary claims on laches