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Results: 1-10 of 74

Decker v. Bookstaver, 2010 U.S.Dist. LEXIS 52428 (E.D. Missouri May 26, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

In 2004, acting on the advice of an employee of Edward Jones, Lila Decker and her husband terminated their existing trusts, created new revocable living trusts, and executed a FiduciaryTrust Account Authorization and Acknowledgement Form that contained a binding arbitration provision


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


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


Noel v. Liberty Bank of Arkansas, 2010 U.S. Dist. LEXIS 72298 (July 16, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

On May 12, 2010, Virginia Noel, a Georgia resident, commenced an action in federal district court against Liberty Bank of Arkansas, based on diversity of citizenship and an alleged amount in controversy exceeding $75,000


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


Nelms v. Kramer, 2011 U.S. Dist. LEXIS 21957 (March 3, 2011)
  • McGuireWoods LLP
  • USA
  • May 13 2011

Anna Louise Madsen’s will was admitted to probate in the Kerr County, Texas on April 29, 2010


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


In Re: James Craig Guetersloh, 2010 Tex. App. LEXIS 8730 (November 1, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

James Craig Guetersloh, who was not a lawyer, applied for writ of mandamus after a trial court refused to schedule a hearing on his motion to transfer venue of a suit he filed pro se to terminate a trust, in both his individual capacity and in his capacity as trustee of a trust


Estate of Campana v. Comerica Bank & Trust, N.A., 2012 U.S. Dist. Lexis 1490 (N.D. W. Va. 2012)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Arbitration clause in agreement between investment advisor and trustees bars trust beneficiary’s suit against investment advisor


Browder-Martin v. Meneses, 81 Va. cir. 199 (Va. Cir. 2010)
  • McGuireWoods LLP
  • USA
  • April 26 2012

In 1987, Nettie Browder Martin’s elderly neighbor asked Martin and her husband to care for her for the duration of her life