Recent Cases of Interest to Fiduciaries: June 2011

Part 5 - Amendment, Modification and Termination of Trusts

June 15, 2011

In this fifth 2011 installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the law concerning amendment, modification and termination of trusts are examined through the following:

  • In the Matter of Trust D Created under the Last Will and Testament of Harry Darby (Kansas)
  • Montegani v. Cassinerio (California)
  • Bruner v. Bruner (Massachusetts)
  • Jarvis et al. v. National City and PNC Bank National Association (Kentucky)
  • Shepard v. Barrell (Massachusetts)
  • The Fundamentalist Church of Jesus Christ of Latter-day Saints v. The Honorable Denise P. Lindberg, Third District Court Judge (Utah)
  • Perosi v. LiGreci (New York)
  • In re Trust of Hrnicek (Nebraska)
  • Zagorski v. Kaleta (In Re Estate of Michalak) (Illinois)
  • Reid v. In re Estate of Sonder (Florida)

Click here for case details.

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