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Results: 11-20 of 234

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


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


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


Recent cases of interest to fiduciaries
  • McGuireWoods LLP
  • USA
  • July 30 2015

A release waiving any and all claims that the parties may have or may acquire, bars recovery for unknown claims existing at the time the release was


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


Trustee disclosure
  • McGuireWoods LLP
  • USA
  • December 1 2011

Under his will, Otto Stasi created a trust that provided for several regular enumerated distributions of trust income and then directed that any excess income be paid at least annually in unequal shares among six individual beneficiaries


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


Reed v. JP Morgan Chase Bank, NA, 2011 Ok 93 (2011)
  • McGuireWoods LLP
  • USA
  • July 26 2012

Suit for instructions construing trust terms and settlor’s intent does not bar later claim to modify trust terms


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


Court does not have personal jurisdiction over trustees and beneficiaries for environmental liability claim over in-state land held in an out-of-state trust
  • McGuireWoods LLP
  • USA
  • May 30 2012

In 1981, Marvin and Thelma Tennant, residents of Florida, purchased real property in Concord, New Hampshire