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 34

Recent Cases of Interest to Fiduciaries
  • McGuireWoods LLP
  • USA
  • May 8 2017

In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the


Maryland enacts new and modified trust code
  • McGuireWoods LLP
  • USA
  • June 17 2014

Recently, Maryland joined more than 25 other states and the District of Columbia in enacting its version of the Uniform Trust Code (UTC). The


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


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
  • 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


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


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


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


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


Recent cases of interest to fiduciaries
  • McGuireWoods LLP
  • USA
  • February 27 2013

In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the