Recent Cases of Interest to Fiduciaries: October 2011

Part 6 - Trustee Liability for Investment Losses (Part One)

October 18, 2011

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.