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Recent Cases of Interest to Fiduciaries - July 2018

USA - July 24 2018 Decedent’s executor had a fiduciary obligation to the surviving spouse to file an estate tax return to elect portability of the deceased spousal…

Ronald D. Aucutt, Michael H. Barker, Jean Gordon Carter, Andrea C. Chomakos, Adam M. Damerow, Julienne N. DeWalt, Abbey L. Farnsworth, Charles D. Fox IV

Recent Cases of Interest to Fiduciaries - January 2018

USA - January 2 2018 Conflicting evidence regarding oral instructions given at the time of a conveyance created uncertainty as to whether the conveyance resulted in a…

Ronald D. Aucutt, Michael H. Barker, Jean Gordon Carter, Andrea C. Chomakos, Adam M. Damerow, Julienne N. DeWalt, Abbey L. Farnsworth, Charles D. Fox IV

Recent cases of interest to fiduciaries

USA - February 27 2013 In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the…

Meghan L. Gehr, Michael H. Barker, Dennis I. Belcher, Sean F. Murphy