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Results: 11-20 of 89

Sheryl Ragen v. Peter Veloz, 2010 Cal. App. Unpub. LEXIS 7262 (September 13, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

Sheila and Tom Veloz established a family trust in 1988 that they restated and amended in June 2001


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


French v. Wachovia Bank, N.A., 2011 U.S. Dist. Lexis 72808 (E.D. Wisconsin 2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Corporate trustee did not breach its duties by exchanging insurance policies for new policies obtained through its affiliate


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


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


Allen et al. v. Ritter, 2011 Md. Lexis 733 (December 15, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Maryland Court of Appeals applied the personal representative’s statutory right to require releases from the beneficiaries before making distributions, even where the distribution plan was already approved by the court


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


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


Ott v. Monroe, 282 Va. 403 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Admiral Dewey Monroe, Jr. and his wife Lou Ann Monroe created a limited liability company in which they each owned membership interests, with Lou Ann as the managing member of the LLC


Derringer v. Emerson, 435 Fed. Appx. 4 (D.C. Cir. 2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Richard Solem created a revocable trust for the benefit, after his death, of his daughters and a charitable foundation