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Results: 1-10 of 74

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


Derringer v. Emerson, 435 Fed. Appx. 4 (D.C. Cir. 2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Richard Solem created a revocable trust for the benefit, after his death, of his daughters and a charitable foundation


Bell v. Casper, 282 Va. 203 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

In 2009, Clayton Devoy Lynn was convicted of the 2005 murder of his mother, Collette Lynn Lockard


Smack v. Smack, 81 Va. Cir. 22 (Va. Cir. 2010)
  • McGuireWoods LLP
  • USA
  • April 26 2012

A father created a trust for the benefit of two brothers and their step-brother with the step-brother named as trustee


Keith v. Lulofs, 2012 Va. Lexis 82 (Va. Apr. 20, 2012)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Arvid and Lucy Keith were married in 1972


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


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


Bowen v. Bowen, 2011 Utah App. Lexis 347 (October 14, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Utah Court of Appeals affirms the trial court’s invalidation of a trust amendment where the amendment did not comply with the trust terms for a valid amendment


Beaudoin v. Davidson Trust Company, 2011 Idaho Lexis 138 (November 1, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Idaho Supreme Court upheld dismissal of claims against a corporate trustee due to a lack of any fiduciary relationship owed to a contingent beneficiary after the interests of the actual beneficiaries had vested


Chabot v. Chabot, 2011 U.S. Dist. Lexis 131361 (Idaho 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Idaho federal court held that the probate exception to federal court jurisdiction applies to a trust that operates as a will substitute, but refused to apply the exception to dismiss for lack of subject matter jurisdiction claims against a trustee for breach of fiduciary duties