Dana G. Fitzsimons Jr
McGuireWoods LLP
Articles
Keith v. Lulofs, 2012 Va. Lexis 82 (Va. Apr. 20, 2012)
USA - April 26 2012 Arvid and Lucy Keith were married in 1972.
Recent cases of interest to fiduciaries: Part 7 – Trustee liability for investment losses (Part two)
USA - October 18 2011 Patricia Gallagher is the settlor and a beneficiary of a charitable remainder trust created on June 8, 2001, with Keybank as trustee.
Portico Management Group, LLC v. Harrison, 202 Cal. App. 4th 464 (Cal. App. 3d Dist. 2011).
USA - March 21 2012 Trust assets not subject to arbitration award where award is not against co-trustees.
Meghan L. Gehr, Michael H. Barker, Adam M. Damerow, Justin F. Trent
Patterson v. Patterson, 2011 Utah Lexis 148 (November 1, 2011)
USA - January 11 2012 The Utah Supreme Court reverses the trial court’s application of a common law limitation on amendment of trusts, and affirms a trust amendment by application of the Uniform Trust Code even though the issue was not properly raised in the trial court.
Claude Arnall v. Dawn Arnall, 2011 Cal. App. Unpub. LEXIS 366 (January 19, 2011)
USA - May 5 2011 Roland Arnall died on March 17, 2008, leaving a trust with his wife, Dawn, as trustee.
