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Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries

USA - May 12 2022 In Boyle v. Anderson, No. 210382 (Va. April 14, 2022), the Supreme Court of Virginia addressed an emerging topic in trusts and estates: whether a…

Hunter M. Glenn, Jodie Herrmann Lawson, Stephen W. Murphy

Recent Cases of Interest to Fiduciaries- Jan, 2019

USA - January 8 2019 Trustee is entitled to summary judgment when beneficiary cannot substantiate his breach of fiduciary duty allegations and has waited too long to file…

Ronald D. Aucutt, Jean Gordon Carter, Andrea C. Chomakos, Abbey L. Farnsworth, Meghan Gehr Hubbard, Charles D. Fox IV, Scott W. Masselli, Sean F. Murphy, Stephen W. Murphy

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, Benjamin S. Candland, Jean Gordon Carter, Andrea C. Chomakos, Adam M. Damerow, Julienne N. DeWalt, Abbey L. Farnsworth, Charles D. Fox IV

Georgia Governor Vetoes Domestic Asset Protection Trust Legislation

USA - May 18 2018 In late March, the Georgia House of Representatives (by a vote of 103-56) and the Georgia Senate (by a vote of 43-6) passed HB 441, which would have…

Meghan Gehr Hubbard, Charles D. Fox IV, Sean F. Murphy, Stephen W. Murphy, Carl William Rush, William I. Sanderson

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, Benjamin S. Candland, Jean Gordon Carter, Andrea C. Chomakos, Adam M. Damerow, Julienne N. DeWalt, Abbey L. Farnsworth, Charles D. Fox IV