In this sixth 2011 installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the law concerning the extent of the liability of a trustee for investment losses are examined through the following:
- Figel v. Wells Fargo Bank, N.A. (Florida)
- In re: The Mark Anthony Fowler Special Needs Trust (Washington)
- In re: Helen Rivas Trust (New York)
- Matter of Knox (New York)
- W.A.K., II v. Wachovia Bank, N.A. (Virginia)
- Estate of Warden (Pennsylvania)
- Matter of Hunter (New York)
Click here for case details.
For our previous installments, see Part 1, Part 2, Part 3, Part 4 and Part 5.