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Results: 11-20 of 89

Ott v. Monroe, 282 Va. 403 (2011)
  • McGuireWoods LLP
  • USA
  • April 26 2012

Admiral Dewey Monroe, Jr. and his wife Lou Ann Monroe created a limited liability company in which they each owned membership interests, with Lou Ann as the managing member of the LLC


Virginia enacts directed trustee statute
  • McGuireWoods LLP
  • USA
  • April 26 2012

On April 4, 2012, Virginia Governor McDonnell signed into law Senate Bill 180 which, when incorporated into a trust either by the settlor or the interested parties, provides protections for a trustee when acting or not acting pursuant to the directions of a trust director


Boyar v. Dixon, 2011 Il App (1st) 111013u (December 8, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Illinois Court of Appeals affirmed the application of the doctrine of election as a bar to beneficiary’s contest to trust amendment, where the trust operated in the same manner as a will and the beneficiary took, and refused to return, tangible personal property belonging to the trust


Patterson v. Patterson, 2011 Utah Lexis 148 (November 1, 2011)
  • McGuireWoods LLP
  • 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


In re Rstate of Brantman v. Brantman et al., 2011 Ill. App. Unpub. Lexis 3013 (December 2, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Illinois Court of Appeals blocked an attempt by a charitable trust beneficiary to bring claims to recover improper distributions to family members made by a former trustee, where the distributions to family members were made in breach of the former trustee’s fiduciary duties and while failing to make specific distributions to numerous charities


Dewind v. JP Morgan Chase & Co., 2011 U.S. Dist. Lexis 147715 (December 22, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Georgia federal district court refused to hear beneficiary claims against a trustee for breach of duty, improper investments, and federal and state racketeering, even though some beneficiaries resided in Georgia


Allen et al. v. Ritter, 2011 Md. Lexis 733 (December 15, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Maryland Court of Appeals applied the personal representative’s statutory right to require releases from the beneficiaries before making distributions, even where the distribution plan was already approved by the court


Virginia reorganizes fiduciary laws into new Title 64.2
  • McGuireWoods LLP
  • USA
  • April 18 2012

On April 4, 2012, Governor McDonnell signed Senate Bill 115, which reorganizes Virginia’s fiduciary laws into a newly created Title 64.2 (Wills, Trusts, and Fiduciaries


Bowen v. Bowen, 2011 Utah App. Lexis 347 (October 14, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Utah Court of Appeals affirms the trial court’s invalidation of a trust amendment where the amendment did not comply with the trust terms for a valid amendment


Beaudoin v. Davidson Trust Company, 2011 Idaho Lexis 138 (November 1, 2011)
  • McGuireWoods LLP
  • USA
  • January 11 2012

The Idaho Supreme Court upheld dismissal of claims against a corporate trustee due to a lack of any fiduciary relationship owed to a contingent beneficiary after the interests of the actual beneficiaries had vested