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This page contains a single entry by Associate Editor published on April 14, 2011 11:13 AM.

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Fiduciary Update: Carlson v. Wells

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Associate Editor
on April 14, 2011 TrackBacks (0) Comments (0)

McGuire Woods has included Carlson v. Wells in its latest update on "Recent Virginia Cases of Interest to Fiduciaries".   In Carlson v. Wells, the Virginia Supreme Court upheld a surcharge against UTMA custodians for "pre-2007 speculative investments under the common law prudent person standard, failure to account, and co-mingling and abuse of custodial assets."


Posted by Jessica Rebarber, Associate Editor, Wealth Strategies Journal

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