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Results: 11-20 of 89

Fidelity National Financial Inc. v. Friedman
  • McGuireWoods LLP
  • USA
  • June 9 2011

In 2002, Fidelity National Financial Inc. was awarded a judgment of $13.5 million against Colin and Hedy Friedman (the Friedmans) and Farid Meshkatai and Anita Kramer Meshkatai (the Meshkatais


Virginia enacts directed trustee statute
  • McGuireWoods LLP
  • USA
  • April 26 2012

On April 4, 2012, Virginia Governor McDonnell signed into law Senate Bill 180 which, when incorporated into a trust either by the settlor or the interested parties, provides protections for a trustee when acting or not acting pursuant to the directions of a trust director


Wells Fargo Bank, N.A. v. Estate of Ruth Elaine Mansfield, 281 Neb. 693 (2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Trustee did not abuse its discretion by decision to not pay expenses of beneficiary’s final illness where estate assets sufficient


In the Matter of the Accounting by Frieda Tydings, As Trustee of the Ricki Singer Grantor Trust, 2011 NY Slip Op 51177U (Bronx County Surrogate’s Court, June 28, 2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Surcharge of individual trustee for making interest-free loans to family members and giving trust profits to family-owned business in which trustee held an interest


John H. Meeks, Trustee v. Successor Trustee of the trusts under the will of Michael Holliday, 2010 Tenn. App. LEXIS 554 (July 28, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

Michael Edward Holliday died on August 31, 2001 leaving a will that established a credit shelter trust and a martial trust for the benefit of his wife and children


Phyllis Sigal Carlin v. Leslie Javorek, Fla. App. LEXIS 10339 (July 14, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

Phyllis Carlin, as executor of her mother’s estate, was involved in a probate dispute with her sister, Leslie Javorek, over the distribution of estate assets and disclosure of their mother’s medical records


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


Decker v. Bookstaver, 2010 U.S.Dist. LEXIS 52428 (E.D. Missouri May 26, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

In 2004, acting on the advice of an employee of Edward Jones, Lila Decker and her husband terminated their existing trusts, created new revocable living trusts, and executed a FiduciaryTrust Account Authorization and Acknowledgement Form that contained a binding arbitration provision


Derringer v. Emerson, 2010 U.S. Dist. LEXIS 79522 (August 6, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Richard Solem executed a living trust agreement in 2004, with himself as trustee, that provided at his death for the distribution of more than $2 million to his daughters and the balance to his charitable foundation


In Re Estate of Dorsey W. Rohrbaugh, 80 Va. Cir. 253 (Fairfax Circuit Court, March 31, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Dorsey and Geanie Rohrbaugh were married in 1974