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 29

Recent cases of interest to fiduciaries
  • McGuireWoods LLP
  • USA
  • August 27 2015

Facts: Pauline Strange created the Pauline Strange Inter Vivos Trust in 2001 naming herself as initial trustee. . In 2011, Pauline amended the trust


Recent cases of interest to fiduciaries
  • McGuireWoods LLP
  • USA
  • June 4 2014

Keith Wellin created an irrevocable trust under South Dakota law for the benefit of his three children and designated Lester Schwartz as the Trust


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


Recent cases of interest to fiduciaries
  • McGuireWoods LLP
  • USA
  • October 14 2014

Norma Beck died in 1984. Her will created six trusts, one for each of six grandchildren. Gordon Mueller was named as trustee of each trust. Mueller


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


Recent cases of interest to fiduciaries
  • McGuireWoods LLP
  • USA
  • July 30 2015

A release waiving any and all claims that the parties may have or may acquire, bars recovery for unknown claims existing at the time the release was


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


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


Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 999 (N.D. Mississippi, January 5, 2011); Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 7168 (January 25, 2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Court refuses to dismiss claim that trustee was negligent in failing to inform beneficiaries about GST taxes owed on trust distributions, but dismissed claims that trustee had a duty to modify the trust to avoid the taxes


Wells Fargo Bank, N.A. v. Estate of Ruth Elaine Mansfield, 281 Neb. 693 (2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Trustee did not abuse its discretion by decision to not pay expenses of beneficiary’s final illness where estate assets sufficient