Article Search Results (580)
Articles on trusts estates
Articles on trusts estates
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 | Changes to New York's Power of Attorney Law
November 9, 2009, previously published on October 27, 2009 New York State recently enacted a broad transformation of its power of attorney statute, which is generally effective September 1, 2009. The Statutory Short Form and Other Powers of Attorney for Financial Estate Planning law introduces a new statutory power of attorney to replace the durable,... |
 | Merrill Lynch Trust Company v. Campbell, 2009 Del. Ch. LEXIS 160 (Sept. 2, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 In 1996, Mary Campbell, age 74, met with a broker at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Pierce). She met with Pierce on instructions from her husband, who was no longer able to manage the family's finances due to illness. Mary and her husband's primary assets supporting their... |
| SunTrust Bank v. Farrar, 277 Va. 546 (April 17, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 Charles Wilson died in 1921, and was survived by his wife and two sons. Under his will, he established a trust to hold a coal mine in Harlan County, KY. He named a corporate predecessor to SunTrust Bank as co-trustee. His wife served as co-trustee until her death in 1976. The trust provided for... |
| Keener v. Keener, Record No. 082280 (Virginia Supreme Court, Sept. 18, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 In 2003, Hollis Keener executed a pour-over will and a revocable trust prepared by his estate planning attorney. His trust, which was intended to be the primary vehicle for carrying out his estate plan, provided for the distribution of his assets after his death in equal shares to his seven... |
| Taylor v. Feinberg, Docket No. 106982 (Illinois Supreme Court, Sept. 24, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 Max Feinberg died in 1986, leaving a pour-over will and a revocable trust. Under his trust, he established Trust A and Trust B for the lifetime benefit of his wife, Erla Feinberg. He also granted his wife lifetime and testamentary limited powers of appointment over the trust assets. |
| MacIntyre v. Wedell, 12 So. 3d 273 (Florida District Court of Appeals, May 20, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 Helen Wedell executed and transferred her assets to a revocable trust during her lifetime. The trust provided for the distribution of the trust assets among her three sisters, after her death. |
| Estate of Fridenberg, 2009 WL 2581731 (Pennsylvania Superior Court, Aug. 24, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 Anna Fridenberg died in 1940, leaving a will under which she established a perpetual charitable trust that ultimately provided for the distribution of net income for the support of a surgical floor at the Albert Einstein Medical Center. A corporate predecessor to Wachovia Bank served as executor... |
| Cundall v. U.S. Bank, 122 Ohio St. 3d 188 (June 4, 2009) McGuireWoods LLP; October 28, 2009, previously published on October 22, 2009 In 1976, John Koons and his wife, Ethel, created a trust for their children and funded it with thousands of shares of stock in their family company, Central Investment Corporation (CIC), which owned a brewery and bottling companies. The Koonses appointed their son, Bud, as trustee. Bud also served... |
| Firm Can Represent Both Executor and Beneficiary of Will Hinshaw & Culbertson LLP; October 26, 2009, previously published on October 20, 2009 A law firm that drafted a will did not have a conflict of interest in later representing both an executor and a beneficiary of that will against another beneficiary because the former two parties had aligned interests and the latter party was not a client. |
| Save Your Family From a Tresure Hunt Daryl L. Binkley; Binkley, Daryl L., Esq.; October 26, 2009, previously published by The Desert Sun on October 9, 2009 Very frequently I receive calls from people who are trying to locate a will or trust of their parent or loved one(s) who just passed away. They are not able to locate any trust documents or have any information about the attorney who created it. Once, after doing some research for a particular... |
