Dana G. Fitzsimons Jr. & Meghan L. Gehr published a newsletter entitled, "Recent Cases of Interest to Fiduciaries: Part 1 - Defenses and Limitations to Actions, Arbitration, and Settlements." The articles describes a series of cases concerning limitations to surcharges actions against fiduciaries and the enforcement of arbitration provisions. The following cases are examined:
Posted by Shahzeb Gaziani, Senior Associate Editor, Wealth Strategies Journal.
- 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)
Posted by Shahzeb Gaziani, Senior Associate Editor, Wealth Strategies Journal.
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