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Results: 11-20 of 231

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


Bellamy v. Langfitt, 2012 Fla. App. Lexis 6379 (2012)
  • McGuireWoods LLP
  • USA
  • July 26 2012

Settlement agreement that discharged corporate co-trustee, without naming a replacement as required by the trust terms, rejected as an improper trust modification


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


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


Wells Fargo Bank, N.A. v. Estate of Ruth Elaine Mansfield, 281 Neb. 693 (2011)
  • McGuireWoods LLP
  • USA
  • March 21 2012

Trustee did not abuse its discretion by decision to not pay expenses of beneficiary’s final illness where estate assets sufficient


Trustee may not unilaterally act against votes of majority of trustees
  • McGuireWoods LLP
  • USA
  • May 30 2012

Brothers Scott, Guy and Thomas Snyder were the settlors, beneficiaries and trustees of the Snyder Family Trust, which was used by the family to manage its real estate holdings in southern California


Post-guardianship trust amendment invalid where capacity not restored in the manner required by trust terms
  • McGuireWoods LLP
  • USA
  • May 30 2012

Bernice Meikle created a trust in 1991 and designated herself as co-trustee


Estate Tax Changes Past, Present and Future - May 2016
  • McGuireWoods LLP
  • USA
  • May 2 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


Ron Aucutt’s “Top Ten” Estate Planning and Estate Tax Developments of 2015
  • McGuireWoods LLP
  • USA
  • December 24 2015

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


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