Recent Cases of Interest to Fiduciaries Part 1: May 2011

Part 1 - Defenses and Limitations to Actions, Arbitration, and Settlements

May 3, 2011

In this first 2011 installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the law concerning defenses and limitations to surcharge actions against fiduciaries, and the enforcement of arbitration provisions and settlements with beneficiaries, are examined through the following recent cases:

  • In re Trust for Grandchildren of Wilbert and Genevieve Gore (Delaware)
  • Stuart et al. v. Snyder (Connecticut)
  • Meeks v. Successor Trustee of the Trusts under the Will of Michael Holliday (Tennessee)
  • Jefferson State Bank v. Lenk (Texas)
  • Decker v. Bookstaver (Missouri)
  • In Re Estate of Billy Joe Stricklan (Tennessee)
  • Kevin McNulty Saunders v. Sondra Muratori (Colorado)
  • Phyllis Sigal Carlin v. Leslie Javorek (Florida)
  • In Re Estate of Helen Bandeme (Michigan)
  • Bristol et al. v. Clark et al. (California)
  • Hemphill v. Shore (Kansas)
  • Kastner v. InTrust Bank (Kansas)
  • Schmitz et al. v. Merrill Lynch et al. (Illinois)
  • Radford v. Shehorn (California)

Click here for case details.