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Results: 1-10 of 59

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: Part 7 Trustee liability for investment losses (Part two)
  • McGuireWoods LLP
  • USA
  • October 18 2011

Patricia Gallagher is the settlor and a beneficiary of a charitable remainder trust created on June 8, 2001, with Keybank as trustee


John H. Meeks, Trustee v. Successor Trustee of the trusts under the will of Michael Holliday, 2010 Tenn. App. LEXIS 554 (July 28, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

Michael Edward Holliday died on August 31, 2001 leaving a will that established a credit shelter trust and a martial trust for the benefit of his wife and children


James Munn v. Michael D. Briggs et al., 2010 Cal. App. LEXIS 860 (June 10, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

In 1983, Janell Munn executed a will exercising a testamentary power of appointment over a trust created by her late husband


Patterson v. Patterson, 2011 Utah Lexis 148 (November 1, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Utah Supreme Court reverses the trial court’s application of a common law limitation on amendment of trusts, and affirms a trust amendment by application of the Uniform Trust Code even though the issue was not properly raised in the trial court


Lange v. Nusser, 2011 Cal. App. Unpub. LEXIS 1576 (March 2, 2011)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Ardene Lange executed a revocable trust on January 21, 1997


Claude Arnall v. Dawn Arnall, 2011 Cal. App. Unpub. LEXIS 366 (January 19, 2011)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Roland Arnall died on March 17, 2008, leaving a trust with his wife, Dawn, as trustee


Deirdre Foster v. Winifred Foster, 2010 Ark. App. LEXIS 629 (September 15, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Winifred Foster filed a “pre-death will contest” action during her lifetime to declare the validity of her will and her living trust dated June 26, 2007


Glory Kaufman v. JP Morgan Chase Bank, 2010 Cal. App. Unpub. LEXIS 8559 (October 28, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

In March of 2009, Glory Kaufman, as beneficiary of the Donald B. Kaufman Revocable Trust, filed two applications under California Probate Code section 21320 for a determination that proposed petitions to remove and surcharge the trustee would not violate the trust’s no-contest provision


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