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Results: 11-20 of 165

Recent cases of interest to fiduciaries: Part 7 Trustee liability for investment losses (Part two)

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

Patricia Gallagher is the settlor and a beneficiary of a charitable remainder trust created on June 8, 2001, with Keybank as trustee

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

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

In the Matter of Trust for Grandchildren of Wilbert L. and Genevieve W. Gore, 2010Del. Ch. LEXIS 188 (September 1, 2010)

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

In 1972, Wilbert and Genevieve Gore established the Pokeberry Trust for the benefit of their grandchildren

Deirdre Foster v. Winifred Foster, 2010 Ark. App. LEXIS 629 (September 15, 2010)

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

Winifred Foster filed a “pre-death will contest” action during her lifetime to declare the validity of her will and her living trust dated June 26, 2007

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

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

Sheryl Ragen v. Peter Veloz, 2010 Cal. App. Unpub. LEXIS 7262 (September 13, 2010)

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

Sheila and Tom Veloz established a family trust in 1988 that they restated and amended in June 2001

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

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