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Results: 11-20 of 214

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


Wilbourn v. Wilbourn, 2012 Miss. App. Lexis 232 (2012)
  • McGuireWoods LLP
  • USA
  • July 26 2012

Co-Trustee removed and denied compensation for actions as chairman of bank owned in part by trust


Nederlander, et al. v. Papiano, 2012 Cal. App. unpub. Lexis 1717 (March 6, 2012)
  • McGuireWoods LLP
  • USA
  • July 26 2012

Lawyer serving as trustee surcharged for distributing assets pursuant to trust amendments that affected partial revocation requiring consent of co-trustees, and double damages awarded for bad faith in allowing amendments in order to extract payment of lawyer’s fees out of the trust assets


Estate of Campana v. Comerica Bank & Trust, N.A., 2012 U.S. Dist. Lexis 1490 (N.D. W. Va. 2012)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Arbitration clause in agreement between investment advisor and trustees bars trust beneficiary’s suit against investment advisor


Grantor retained annuity trusts (GRATs) and sales to grantor trusts
  • McGuireWoods LLP
  • USA
  • May 22 2014

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


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


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


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


Co-trustee removed for refusal to cooperate and failure to manage trust property that caused harm to the trust
  • McGuireWoods LLP
  • USA
  • May 30 2012

John Deneny created a revocable trust for the benefit of his son, Sean, and his daughter, Barbara


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