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Maryland enacts new and modified trust code

USA - June 17 2014 Recently, Maryland joined more than 25 other states and the District of Columbia in enacting its version of the Uniform Trust Code (UTC). The…

Michael H. Barker, J'lene C. Mortimer, Sean F. Murphy.

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…

Michael H. Barker, Dennis I. Belcher, Benjamin S. Candland, Sean F. Murphy.

French v. Wachovia Bank, N.A., 2011 U.S. Dist. Lexis 72808 (E.D. Wisconsin 2011)

USA - March 21 2012 Corporate trustee did not breach its duties by exchanging insurance policies for new policies obtained through its affiliate.

Michael H. Barker, Adam M. Damerow, Dana G. Fitzsimons Jr, Justin F. Trent.

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.

Michael H. Barker, Adam M. Damerow, Dana G. Fitzsimons Jr, Justin F. Trent.

In the Matter of the Accounting by Frieda Tydings, As Trustee of the Ricki Singer Grantor Trust, 2011 NY Slip Op 51177U (Bronx County Surrogate’s Court, June 28, 2011)

USA - March 21 2012 Surcharge of individual trustee for making interest-free loans to family members and giving trust profits to family-owned business in which trustee held an interest.

Michael H. Barker, Adam M. Damerow, Dana G. Fitzsimons Jr, Justin F. Trent.