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Results: 11-20 of 223

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


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


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


Post-guardianship trust amendment invalid where capacity not restored in the manner required by trust terms
  • McGuireWoods LLP
  • USA
  • May 30 2012

Bernice Meikle created a trust in 1991 and designated herself as co-trustee


Court does not have personal jurisdiction over trustees and beneficiaries for environmental liability claim over in-state land held in an out-of-state trust
  • McGuireWoods LLP
  • USA
  • May 30 2012

In 1981, Marvin and Thelma Tennant, residents of Florida, purchased real property in Concord, New Hampshire


Multiple roles as fiduciary and beneficiary are not enough to justify removal of trustee named by settlor in the absence of a breach of trust
  • McGuireWoods LLP
  • USA
  • May 30 2012

Robert M. Mumma died on April 12, 1986, leaving a will that established two trusts, a marital trust and a residual trust


Zagorski v. Kaleta (In re Estate of Michalak), 2010 Ill. App. LEXIS 869 (August 20, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

On November 6, 2006, Bozenna Michalak, an 83-year-old Polish immigrant, created a revocable trust and funded it with her home


North Carolina changes trust code and permits “living probate”
  • McGuireWoods LLP
  • USA
  • August 19 2015

On August 11th, Governor McCrory signed North Carolina Senate Bill 336, Act to Amend the Law Governing Estate Planning and Fiduciaries (the "Act"


Grantor Retained Annuity Trusts (GRATs) and Sales to Grantor Trusts
  • McGuireWoods LLP
  • USA
  • March 14 2016

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


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