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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


In re Trust of Hrnicek, 2010 Neb. LEXIS 142 (December 3, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

Leo Hrnicek and his wife had six children


In the Matter of Trust D Created under the Last will and Testament of Harry Darby, 2010 Kan. LEXIS 427 (June 25, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

Under his will and codicil, Harry Darby created a trust for the benefit of his daughter, Marjorie, and her three daughters


The Fundamentalist Church of Jesus Christ of Latter-Day Saints v. The Honorable Denise P. Lindberg, Third District Court Judge, 2010 Utah LEXIS 115 (August 27, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

In 1942, the predecessor to the Church of Jesus Christ of Latter-Day Saints formed the United Effort Plan Trust (UEP Trust) for charitable and philanthropic purposes, but conditioned membership in the UEP Trust on consecration of real and mixed property to the trust


Shepard v. Barrell, 2010 Mass. App. Unpub. LEXIS 1146 (October 22, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

Between 1923 and 1931, William and Annie Barrell created six trusts for the benefit of their descendants and funded the trusts with stock in their manufacturing company, the Adams Innersole Company


Reid v. In re Estate of Sonder, 2011 Fla. App. LEXIS 4035 (March 23, 2011)
  • McGuireWoods LLP
  • USA
  • June 15 2011

On May 17, 2000, Edgar Sonder created a trust with himself as trustee, and later amended the trust to name Cecelia Reid, his nurse, as successor trustee


Bruner v. Bruner, 2011Mass. LEXIS 17 (January 27, 2011)
  • McGuireWoods LLP
  • USA
  • June 15 2011

Leslie Gould created a trust in 1992 that she completely amended and restated in 2006


Derringer v. Emerson, 2010 U.S. Dist. LEXIS 79522 (August 6, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Richard Solem executed a living trust agreement in 2004, with himself as trustee, that provided at his death for the distribution of more than $2 million to his daughters and the balance to his charitable foundation


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


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