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Results: 11-20 of 255

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


Court cannot reform a trust to eliminate corporate co-trustee directly contrary to settlor’s intent and trust terms
  • McGuireWoods LLP
  • USA
  • May 30 2012

Robert Bellamy created a trust in 1982 that he also subsequently amended


Update: Further Changes Announced to the Non-Domiciles Regime
  • McGuireWoods LLP
  • United Kingdom
  • August 31 2016

On 19 August 2016, the UK Government published a new consultation paper together with draft legislation which will affect changes to the non-domiciles


Estate Tax Changes Past, Present and Future - July 2016
  • McGuireWoods LLP
  • USA
  • July 7 2016

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


UK budget residential property changes to ATED CGT
  • McGuireWoods LLP
  • USA
  • March 19 2015

The Chancellor confirmed in his budget yesterday the extension of the Annual Tax on Enveloped Properties (ATED) to lower value properties, effective


Mississippi enacts self-settled asset protection trust legislation
  • McGuireWoods LLP
  • USA
  • June 30 2014

On April 23, 2014, Mississippi Governor Bryant signed House Bill 846, titled the "Mississippi Qualified Disposition in Trust Act." The new act is


North Carolina ties surviving spouses’ rights to the length of the marriage
  • McGuireWoods LLP
  • USA
  • November 20 2013

In June the North Carolina General Assembly enacted and Governor McCrory signed into law a significant change to the North Carolina elective share


Ron Aucutt’s “top ten” estate planning and estate tax developments of 2014
  • McGuireWoods LLP
  • USA
  • December 19 2014

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


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


Kevin McNulty Saunders v. Sondra Muratori, 2010 Colo. App. LEXIS 1170 (august 19, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

In 1992, B.R. McNulty formed the McNulty Ranch Trust to provide income for his daughter, Sondra, and his grandson, Scott, during Sondra’s lifetime