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Results: 11-20 of 244

Appellate court affirms criminal sentence for custodian and trustee who defied court order and refused to account
  • McGuireWoods LLP
  • USA
  • May 30 2012

Between 1984 and 1994, Jeffrey Whitman, a licensed Ohio attorney, established several custodial accounts for the benefit of his son, Justin, under the Uniform Gift to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA


John H. Meeks, Trustee v. Successor Trustee of the trusts under the will of Michael Holliday, 2010 Tenn. App. LEXIS 554 (July 28, 2010)
  • McGuireWoods LLP
  • USA
  • May 3 2011

Michael Edward Holliday died on August 31, 2001 leaving a will that established a credit shelter trust and a martial trust for the benefit of his wife and children


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


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


Obergefell adds new dimension to Windsor, Perry decisions for same-sex couples
  • McGuireWoods LLP
  • USA
  • August 1 2013

A reported decision from Ohio last week (Obergefell v. Kasich, 2013 U.S. Dist. LEXIS 102077 (S.D. Ohio July 22, 2013)) sets the stage for the


Maryland enacts new and modified trust code
  • McGuireWoods LLP
  • USA
  • June 17 2014

Recently, Maryland joined more than 25 other states and the District of Columbia in enacting its version of the Uniform Trust Code (UTC). 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


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


Estate tax changes past, present and future - April 2014
  • McGuireWoods LLP
  • USA
  • April 1 2014

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


Settlement
  • McGuireWoods LLP
  • USA
  • December 1 2011

In 2003, Beverly Bellows established a trust and named herself and her son Frederick Bellows as co-trustees