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Results: 1-10 of 31

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


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


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


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


Ott v. Monroe, 282 Va. 403 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Admiral Dewey Monroe, Jr. and his wife Lou Ann Monroe created a limited liability company in which they each owned membership interests, with Lou Ann as the managing member of the LLC


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


Stevens v. Stevens, 59 Va. App. 274 (Va. Ct. App. Dec. 13, 2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

In 2001, Danny Stevens’s parents established a trust for the benefit of Danny and his three brothers


Riverside Healthcare Ass’n v. Forbes, 281 Va. 522 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Sarah Forbes created an inter vivos trust and conveyed a certain parcel of real property located in Newport News to the trust


The door is closing: taking advantage of the 2010 Tax Act
  • McGuireWoods LLP
  • USA
  • October 27 2012

The door is closing on the ability to take advantage of the gift and generation-skipping transfer tax exemptions and reduced gift tax rate made by the 2010 Tax Act


Smith v. Marez, 2011 N.C. App. Lexis 2489 (N.C. Ct. App. 2011).
  • McGuireWoods LLP
  • USA
  • March 21 2012

Attempt to designate IRA benefits to pass pursuant to terms of will is invalid