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Smith v. Marez, 2011 N.C. App. Lexis 2489 (N.C. Ct. App. 2011).

USA - March 21 2012 Attempt to designate IRA benefits to pass pursuant to terms of will is invalid.

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

Estate of Campana v. Comerica Bank & Trust, N.A., 2012 U.S. Dist. Lexis 1490 (N.D. W. Va. 2012)

USA - March 21 2012 Arbitration clause in agreement between investment advisor and trustees bars trust beneficiary’s suit against investment advisor.

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

Klingelhoefer v. Monif, et al., 2012 Neb. App. Lexis 5 (January 17, 2012).

USA - March 21 2012 Constance K. Klingelhoefer created a revocable trust and a limited liability company, transferred Nebraska farmland to the LLC, and then gifted a minority interest in the LLC to each of her eleven children.

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

Carlyle Investment Management LLC et al. v. Carlyle Capital Corporation Limited, 2011 U.S. Dist. Lexis 85710 (Delaware, August 4, 2011)

USA - March 21 2012 Forum selection clause in an investment management agreement is valid and enforceable.

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

Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 999 (N.D. Mississippi, January 5, 2011); Hobbs et al. v. Legg Mason Investment Counsel & Trust Co., 2011 U.S. Dist. Lexis 7168 (January 25, 2011)

USA - March 21 2012 Court refuses to dismiss claim that trustee was negligent in failing to inform beneficiaries about GST taxes owed on trust distributions, but dismissed claims that trustee had a duty to modify the trust to avoid the taxes.

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