Recent Cases of Interest to Fiduciaries: November 2011

Part 8 - Potpourri

November 30, 2011

In this eighth 2011 installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the law concerning various topics are examined through the following:

  • Settlement:
    • Bellows v. Bellows (California)
  • Arbitration:
    • Diaz v. Bukey (California)
    • Rachal v. Reitz (Texas)
  • Disclaimers:
    • In re matter of the S.H. Bowman Trust (Minnesota)
  • Trustee Disclosure:
    • Sanders v. Stasi (Illinois)
  • Trust Reformation:
    • In re Last Will and Testament of John L. Quigley (Rhode Island)
    • In the matter of trust for Grandchildren of Wilbert L. and Genevieve W. Gore (Delaware)
    • Buchanan, et al v. Bank of America, N.A. (Rhode Island)
  • Jurisdiction:
    • Elinoff v. UBS Financial Services, Inc. (Illinois)
  • Spendthrift Provisions:
    • Fannie Mae v. Heather Apartments Limited Partnership et al (Minnesota)
  • Termination:
    • The Convention of Protestant Episcopal Church of the Diocese of Washington v. PNC Bank, N.A. (Maryland)
  • Limitations on Actions:
    • Edwards v. BancFirst (Oklahoma)
    • In re Stephen M. Gunther Revocable Living Trust, et al v. Gunther (Missouri)

Click here for case details.

For our previous installments, see Part 1, Part 2, Part 3, Part 4, Part 5, Part 6 and Part 7.

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