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Results: 1-10 of 89

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


Siegel et al. v. JP Morgan Chase Bank, 2011 Fla. App. LEXIS 1925 (February 16, 2011)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Dorothy H. Rautbord created a trust for her lifetime benefit, with the remainder distributable to her children including her sons, Daniel and Simon Siegel


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


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


Keith v. Lulofs, 2012 Va. Lexis 82 (Va. Apr. 20, 2012)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Arvid and Lucy Keith were married in 1972


Weinberger v. Morris
  • McGuireWoods LLP
  • USA
  • June 9 2011

On October 12, 1996, Sue Weinberger created a trust and executed a quitclaim deed transferring her North Hollywood real property to the trust


Christopher Gene Fazzi v. Norma Jean Klein, 2010 Cal. App. LEXIS 2112 (December 14, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

On January 29, 1987, Norma Jean Klein and her husband, Lloyd, created a joint revocable trust called the Klein Family Trust, and executed pour over wills


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 Re Estate of Helen Bandemer, George Bandemer and Marvin Bandemer v. Martin Bandemer and Normal Bandemer, 2010 Mich. App. LEXIS 1922 (October 12, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

In May 2002, Helen Bandemer created a will giving her estate equally to her four sons, George, Marvin, Martin, and Norman


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