We use cookies to customise content for your subscription and for analytics.
If you continue to browse Lexology, we will assume that you are happy to receive all our cookies. For further information please read our Cookie Policy.

Search results

Order by: most recent most popular relevance



Results: 1-10 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


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


Claude Arnall v. Dawn Arnall, 2011 Cal. App. Unpub. LEXIS 366 (January 19, 2011)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Roland Arnall died on March 17, 2008, leaving a trust with his wife, Dawn, as trustee


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


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


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


In re trusts created by flood, 2010 n.j. super. lexis 243 (december 29, 2010)
  • McGuireWoods LLP
  • USA
  • June 9 2011

Margaret Flood died in May 2008 survived by four children


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


Virginia enacts domestic asset protection trust legislation
  • McGuireWoods LLP
  • USA
  • April 9 2012

Virginia will become the thirteenth state to permit a settlor to establish an irrevocable trust of which the settlor is a beneficiary and receive spendthrift protection against the claims of the settlor’s creditors beginning on July 1, 2012


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