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Results: 1-10 of 31

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


Recent Cases of Interest to Fiduciaries
  • McGuireWoods LLP
  • USA
  • July 22 2016

Modification of trust terms is appropriate where limitations on investments permitted under trust instrument frustrated the purposes of 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


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


Weedon v. Weedon, 283 Va. 241 (Va. Jan. 13, 2012)
  • McGuireWoods LLP
  • USA
  • April 26 2012

When Dorothy Weedon became ill in 2000, her daughter Mary Ann became her primary care-giver


Recent Cases of Interest to Fiduciaries
  • McGuireWoods LLP
  • USA
  • February 18 2016

Rose Berlinger, her husband, and her mother each created trusts for the lifetime benefit of Rose’s son Bruce and his descendants. Wells Fargo Bank


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


Klingelhoefer v. Monif, et al., 2012 Neb. App. Lexis 5 (January 17, 2012).
  • McGuireWoods LLP
  • USA
  • March 21 2012

Constance K. Klingelhoefer created a revocable trust and a limited liability company, transferred Nebraska farmland to the LLC, and then gifted a minority interest in the LLC to each of her eleven children