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Results: 11-20 of 234

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


Shepard v. Barrell, 2010 Mass. App. Unpub. LEXIS 1146 (October 22, 2010)
  • McGuireWoods LLP
  • USA
  • June 15 2011

Between 1923 and 1931, William and Annie Barrell created six trusts for the benefit of their descendants and funded the trusts with stock in their manufacturing company, the Adams Innersole Company


Proposed Section 2704 Regulations Impose Major Restrictions on Valuation Discount Planning
  • McGuireWoods LLP
  • USA
  • August 4 2016

Long-awaited proposed regulations under section 2704 of the Internal Revenue Code, released on August 2, 2016, would make sweeping and very


High net worth individuals and family offices: new players in PE funds and direct investing
  • McGuireWoods LLP
  • USA
  • December 2 2014

Law360 reports a trend that we have been seeing in private equity fundraising for a couple of years high net worth individuals (HNWs) and family


Pennsylvania Supreme Court upholds modern fiduciary statutes and eliminates arcane common law restrictions on trustee compensation
  • McGuireWoods LLP
  • USA
  • May 30 2012

Anna Fridenberg died on March 26, 1940, leaving a will that provided that the residue of her estate and appointive property be held in trust for five named individuals


In the Matter of Trust for Grandchildren of Wilbert L. and Genevieve W. Gore, 2010Del. Ch. LEXIS 188 (September 1, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

In 1972, Wilbert and Genevieve Gore established the Pokeberry Trust for the benefit of their grandchildren


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


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


2006 Frank Calandra, Jr. Irrevocable Trust v. Signature Bank Corp., 816 F. Supp. 2d 222 (S.D.N.Y. 2011)
  • McGuireWoods LLP
  • USA
  • July 26 2012

Bank holding trust accounts not liable for trustee’s breach of trust