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Results: 1-7 of 7

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

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

Clower, et al. v. Wells Fargo Bank, 2012 U.S. Dist. Lexis 30093 (E.D. Texas, March 7, 2012)

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

Court dismisses suit attempting to remove corporate trustee because only predecessor bank was named in trust documents

Jarvis et al. v. National City and PNC Bank National Association, 2011 Ky. App. LEXIS 20 (February 4, 2011)

  • McGuireWoods LLP
  • -
  • USA
  • -
  • June 15 2011

On December 20, 2008, National City Bank and PNC Bank filed a complaint for declaratory judgment against the beneficiaries of three testamentary trusts for which the banks were serving as trustees, alleging that the trustees had been deprived of reasonable compensation for their services

Kristofer Kastner v. InTrust Bank, 2010 U.S. Dist. LEXIS 120927 (November 15, 2010)

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

On June 5, 1996, Jessie I. Brooks executed a trust, with InTrust Bank as trustee, for the lifetime benefit of her daughter, Nola, with the remainder of the assets distributable to her grandchild Kristofer

Jefferson State Bank v. Lenk, 2010 Tex. LEXIS 618 (February 16, 2010)

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

On March 2000, Mickey Marcus died with an account at Jefferson State Bank

Noel v. Liberty Bank of Arkansas, 2010 U.S. Dist. LEXIS 72298 (July 16, 2010)

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

On May 12, 2010, Virginia Noel, a Georgia resident, commenced an action in federal district court against Liberty Bank of Arkansas, based on diversity of citizenship and an alleged amount in controversy exceeding $75,000