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Results: 11-20 of 89

Kummer v. Donak, 282 Va. 301 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Justine Critzer died intestate in 2006


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


Patterson v. Patterson, 2011 Utah Lexis 148 (November 1, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Utah Supreme Court reverses the trial court’s application of a common law limitation on amendment of trusts, and affirms a trust amendment by application of the Uniform Trust Code even though the issue was not properly raised in the trial court


Giraldin v. Giraldin, 2011 Cal. App. Lexis 1222 (September 26, 2011).
  • McGuireWoods LLP
  • USA
  • January 11 2012

The California Court of Appeals applied the well-established principle that a trustee of a revocable trust only owes duties to the settlor so long as the settlor is living and competent, and as a result reverses a $5 million surcharge award against the trustee who facilitated the settlor’s $4 million dollar investment in the trustee’s failed company


Beaudoin v. Davidson Trust Company, 2011 Idaho Lexis 138 (November 1, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Idaho Supreme Court upheld dismissal of claims against a corporate trustee due to a lack of any fiduciary relationship owed to a contingent beneficiary after the interests of the actual beneficiaries had vested


Citizens Business Bank v. Carrano et al
  • McGuireWoods LLP
  • USA
  • June 9 2011

On August 2, 1966, Charles and Serena Papaz created a trust for the benefit of their only child, Christopher


Kucker et al v. Kucker
  • McGuireWoods LLP
  • USA
  • June 9 2011

On June 29, 2009, at the age of 84, Mona Berkowitz created a revocable trust and executed a writing purporting to assign all of her real and personal property to herself as trustee of her trust


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 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


Hood v. Todd
  • McGuireWoods LLP
  • USA
  • June 9 2011

John Buffington died with a will leaving the residue of his estate to separate trusts for each of his living children or the issue of deceased children