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Results: 11-20 of 89

Weedon v. Weedon, 283 Va. 241 (Va. Jan. 13, 2012)
  • McGuireWoods LLP
  • USA
  • April 26 2012

When Dorothy Weedon became ill in 2000, her daughter Mary Ann became her primary care-giver


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


Scanlan v. Eisenberg, et al., 2012 U.S. App. Lexis 1112 (January 20, 2012)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Seventh Circuit reverses district court decision that discretionary beneficiary lacked standing to bring surcharge claim for $200 million in investment losses from investment concentration


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


James Munn v. Michael D. Briggs et al., 2010 Cal. App. LEXIS 860 (June 10, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

In 1983, Janell Munn executed a will exercising a testamentary power of appointment over a trust created by her late husband


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


Recent cases of interest to fiduciaries: Part 6 trustee liability for investment losses (part one)
  • McGuireWoods LLP
  • USA
  • October 18 2011

Gloria Figel established a trust for the benefit of her son, Terry, and grandson, Spencer, with Wells Fargo Bank, N.A. as trustee


Zagorski v. Kaleta (In re Estate of Michalak), 2010 Ill. App. LEXIS 869 (August 20, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

On November 6, 2006, Bozenna Michalak, an 83-year-old Polish immigrant, created a revocable trust and funded it with her home


Suzanne C. Radford v. Melinda Shehorn, 2010 Cal. App. LEXIS 1455 (August 19, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

Suzanne Radford and Melinda Shehorn were beneficiaries of a trust established by their parents, who died leaving Melinda as sole trustee


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

Justine Critzer died intestate in 2006