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Results: 11-20 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


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


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


Stuart et al. v. Snyder, 2010 Conn. App. LEXIS 556 (October 19, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

In 1993, beneficiaries of their father Kenneth J. Stuart’s (Stuart Sr.) estate filed an action against their brother, Stuart Jr., as executor under Stuart Sr.’s will and as trustee under Stuart Sr.’s trust, alleging that Stuart Jr. had misappropriated property from the estate for his own benefit without their consent and in contravention of Stuart Sr.’s estate plan


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


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


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


John Fitzgerald Kennedy v. the Trustees of the Testamentary Trust of the Last Will and Testament of President John F. Kennedy, 2010 U.S. App. LEXIS 22573 (October 28, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

Plaintiff, John Fitzgerald Kennedy, the claimed illegitimate son of Marilyn Monroe and President John F. Kennedy, filed a claim in district court (1) seeking an order compelling the trustees of the testamentary trusts under the will of President John F. Kennedy to pay him funds from the late president’s testamentary trust upon proof of his claim to being the son of the late president and (2) alleging breach of fiduciary duty for failure to investigate his claims


Joshua Lickter et al. v. Maggie Lickter, 2010 Cal. App. LEXIS 1849 (October 27, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

Lois Lickter died in August 2007, leaving a trust that provided for the distribution of $10,000 distributable to her grandsons, Joshua and Jezra, and the entire residue distributable to her son, Robert