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Results: 11-20 of 211

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


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


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


IRS publishes final regulations under section 67 on deductibility of fiduciary expenses; postpones effective date
  • McGuireWoods LLP
  • USA
  • August 6 2014

On May 8, 2014, the IRS issued final regulations regarding which costs or expenses incurred by estates and non-grantor trusts are subject to the


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


Recent cases of interest to fiduciaries: Part 6 trustee liability for investment losses (part one)
  • McGuireWoods LLP
  • USA
  • October 18 2011

Gloria Figel established a trust for the benefit of her son, Terry, and grandson, Spencer, with Wells Fargo Bank, N.A. as trustee


Deirdre Foster v. Winifred Foster, 2010 Ark. App. LEXIS 629 (September 15, 2010)
  • McGuireWoods LLP
  • USA
  • May 5 2011

Winifred Foster filed a “pre-death will contest” action during her lifetime to declare the validity of her will and her living trust dated June 26, 2007


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


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

Justine Critzer died intestate in 2006