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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


Carlyle Investment Management LLC et al. v. Carlyle Capital Corporation Limited, 2011 U.S. Dist. Lexis 85710 (Delaware, August 4, 2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Forum selection clause in an investment management agreement is valid and enforceable


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


Emil Peter III, v. Hon Susan Schultz Gibson, 2010 Ky. LEXIS 297 (December 16, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

In 1983, Emil Peter IV’s grandmother bequeathed to him all of the benefits due under her employee pension plan, which initially totaled $86,409.46


Claude Arnall v. Dawn Arnall, 2010 Cal. App. Unpub. LEXIS 9218 (November 19, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Claude Arnall filed two identical safe harbor applications under section 21320 of the California Probate Code, one with respect to a trust and one with respect to the will of his brother the decedent, Roland Arnall, based on an alleged partially performed oral contract


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


Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 999 (N.D. Mississippi, January 5, 2011); Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 7168 (January 25, 2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Court refuses to dismiss claim that trustee was negligent in failing to inform beneficiaries about GST taxes owed on trust distributions, but dismissed claims that trustee had a duty to modify the trust to avoid the taxes


In re trusts created by flood, 2010 n.j. super. lexis 243 (december 29, 2010)
  • McGuireWoods LLP
  • USA
  • June 9 2011

Margaret Flood died in May 2008 survived by four children


Sellman v. FloranceGordonBrown, P.C., 82 Va. Cir. 59 (Va. Cir. Ct. 2010)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Certain investors invested money with Donald Lacey and business entities owned by Donald Lacey in what turned out to be a Ponzi scheme


Riverside Healthcare Ass’n v. Forbes, 281 Va. 522 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Sarah Forbes created an inter vivos trust and conveyed a certain parcel of real property located in Newport News to the trust