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Recent Cases of Interest to Fiduciaries: November 2021

USA - November 11 2021 A provision in a Maryland LLC operating agreement purporting to “automatically and immediately” transfer a deceased member’s interest…

Meghan Gehr Hubbard, Laura A. Meis, Sean F. Murphy, Stephen W. Murphy, Kimberly T. Mydock, Alicia C. O'Brien, Farhan N. Zarou

Recent Cases of Interest to Fiduciaries

USA - May 3 2021 In 2003, Jill Petrie St. Clair executed a trust agreement establishing her husband, William Paxson St. Claire, as a life beneficiary of the trust…

Meghan Gehr Hubbard, Scott W. Masselli, Laura A. Meis, Sean F. Murphy, Stephen W. Murphy, Alicia C. O'Brien, Farhan N. Zarou

Recent Cases of Interest to Fiduciaries

USA - September 2 2020 Nevada Supreme Court found that the settlor's surviving spouse, as trustee, did not have a duty to consider her other assets, including assets in a…

Meghan Gehr Hubbard, Scott W. Masselli, Laura A. Meis, Sean F. Murphy, Stephen W. Murphy, Kimberly T. Mydock, Alicia C. O'Brien, Farhan N. Zarou

Recent Cases of Interest to Fiduciaries

USA - June 17 2020 Donald Tangwall, for himself and as trustee of the Toni 1 Trust, filed several lawsuits against William and Barbara Wacker in Montana state court…

Meghan Gehr Hubbard, Scott W. Masselli, Laura A. Meis, Sean F. Murphy, Stephen W. Murphy, Farhan N. Zarou

Recent Cases of Interest to Fiduciaries

USA - October 31 2019 The Supreme Court of South Dakota held that a California court's order requiring payment of child support from a trust was not entitled to full faith…

Meghan Gehr Hubbard, Scott W. Masselli, Sean F. Murphy, Stephen W. Murphy