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Results: 11-20 of 218

Kummer v. Donak, 282 Va. 301 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Justine Critzer died intestate in 2006


Giraldin v. Giraldin, 2011 Cal. App. Lexis 1222 (September 26, 2011).
  • McGuireWoods LLP
  • USA
  • January 11 2012

The California Court of Appeals applied the well-established principle that a trustee of a revocable trust only owes duties to the settlor so long as the settlor is living and competent, and as a result reverses a $5 million surcharge award against the trustee who facilitated the settlor’s $4 million dollar investment in the trustee’s failed company


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


Ron Aucutt’s “Top Ten” Estate Planning and Estate Tax Developments of 2015
  • McGuireWoods LLP
  • USA
  • December 24 2015

In an ever eagerly anticipated annual tradition, Ronald Aucutt, a McGuireWoods partner and co-chair of the firm's private wealth services group, has


Estate tax changes past, present and future - April 2014
  • McGuireWoods LLP
  • USA
  • April 1 2014

This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts to repeal the


Grantor Retained Annuity Trusts (GRATs) and sales to grantor trusts
  • McGuireWoods LLP
  • USA
  • March 2 2015

A grantor retained annuity trust (GRAT) or an installment sale to a grantor trust can be useful in transmitting wealth in a tax-efficient way, and


“Top ten” estate planning and estate tax developments of 2013
  • McGuireWoods LLP
  • USA
  • December 20 2013

The fact-specific nature of litigation over the gift and estate tax value of interests in family limited partnerships (FLPs) and LLCs continues to


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


Joshua Lickter et al. v. Maggie Lickter, 2010 Cal. App. LEXIS 1849 (October 27, 2010)
  • McGuireWoods LLP
  • USA
  • May 13 2011

Lois Lickter died in August 2007, leaving a trust that provided for the distribution of $10,000 distributable to her grandsons, Joshua and Jezra, and the entire residue distributable to her son, Robert


Christopher Gene Fazzi v. Norma Jean Klein, 2010 Cal. App. LEXIS 2112 (December 14, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

On January 29, 1987, Norma Jean Klein and her husband, Lloyd, created a joint revocable trust called the Klein Family Trust, and executed pour over wills