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Trusts & Estates – Wills – Charitable Trust – Attorney General’s Intervention – Settlement – Removal of Fiduciaries (access required)

By S.C. Lawyers Weekly staff
Published: May 14,2013

Wilson v. Dallas Even if James Brown’s family members had good faith claims against his estate, the Attorney General did not have the authority to settle those claims by giving the claimants nearly half of Mr. Brown’s estate, creating a replacement for Mr. Brown’s charitable trust, and assuming day-to-day responsibility for the replacement trust.


Trusts & Estates – Wills – James Brown Estate — Charitable Trust – Heirs’ Challenges – AG’s Intervention – Settlement (access required)

By S.C. Lawyers Weekly staff
Published: March 5,2013

Wilson v. Dallas The circuit court approved a settlement that transferred a large portion of the assets of James Brown’s estate to persons who had been specifically excluded from his will, in contravention of his stated desired.


Trusts & Estates – Real Property – USDA Subsidies – Statute of Limitations – First Impression – Partition (access required)

By S.C. Lawyers Weekly staff
Published: January 31,2013

Estate of Livingston v. Livingston Since the application for USDA subsidies must be renewed every year, the statute of limitations begins anew for each year’s subsidies.


Trusts & Estates – Nonclaim Statute – Discovery Rule – Inapplicable (access required)

By S.C. Lawyers Weekly staff
Published: July 19,2012

Phillips v. Quick S.C. Code Ann. § 62-3-803 is a nonclaim statute, and the discovery rule does not apply to it. Since respondent filed her claim against the decedent’s estate more than nine months after the first publication of notice to creditors, respondent’s claim was time-barred.


Trusts & Estates – Real Property – Qualified Personal Residence Trust – Breach of Fiduciary Duty – Impractical Legal Remedy – Laches (access required)

By S.C. Lawyers Weekly staff
Published: May 9,2012

Eldridge v. Eldridge Where the legal remedy in this case would require a trust to serve as both plaintiff and a source of damages, the legal remedy would be impractical. We reverse the master-in-equity’s ruling that the defendant-widow gets to keep a Hilton Head condominium that she shared with her husband, who was also plaintiffs’ father.


Trusts & Estates – Wills – Scholarship Bequest – IRA Beneficiary – Separate Gifts (access required)

By S.C. Lawyers Weekly staff
Published: March 7,2012

Estate of Gill v. Clemson University Foundation A will’s $100,000 scholarship bequest is separate from the testatrix’s subsequently created $100,000 IRA, which lists the scholarship fund as a beneficiary and passes outside the will. Clemson University is entitled to both gifts.


Trusts & Estates – Inter Vivos Transfers – Power of Attorney – No Gifting Provision – Tort/Negligence – Breach of Fiduciary Duty – Conversion (access required)

By S.C. Lawyers Weekly staff
Published: January 11,2012

Gordon v. Busbee Where the wife’s power of attorney did not contain a gift-giving provision, and where the record contains no written evidence of her authorization for her husband/attorney-in-fact to make the transfers he did, the trial court erred in failing to direct a verdict for the wife’s heirs as to any transactions involving the husband’s taking funds that were undisputedly the wife’s and transferring them into a fund solely owned by him. We affirm in part and reverse in part the trial court’s denial of plaintiffs’ motions.


Trusts & Estates – Wills – Undue Influence – Power of Attorney – Presumptions & Rebuttals (access required)

By S.C. Lawyers Weekly staff
Published: October 6,2011

Salerno v. Inman A testator’s attorney-in-fact/girlfriend rebutted the presumption of undue influence: there was no evidence that the power of attorney was ever used; the attorney-in-fact testified she did not know when the testator executed the power of attorney; there was no evidence that the testator did not have the opportunity to dispose of his property as he wanted; the attorney-in-fact took the testator to his lawyer’s office to revise his will in 2005...


Trusts & Estates – Inter Vivos Transfers – Power of Attorney – No Gifting Provision – Tort/Negligence – Breach of Fiduciary Duty – Conversion (access required)

By S.C. Lawyers Weekly staff
Published: September 6,2011

Gordon v. Busbee Where the wife’s power of attorney did not contain a gift-giving provision, and where the record contains no written evidence of her authorization for her husband/attorney-in-fact to make the transfers he did, the trial court erred in failing to direct a verdict for the wife’s heirs as to any transactions involving the husband’s taking funds that were undisputedly the wife’s and transferring them into a fund solely owned by him. We affirm in part and reverse in part the trial court’s denial of plaintiffs’ motions.


Trusts & Estates – Inter Vivos Gift – Agency – Article 8 – Donor’s Death – Incomplete Transfer (access required)

By S.C. Lawyers Weekly staff
Published: June 24,2011

Rider v. Estate of Rider Even though, before he died, Charles Rider ordered $2,000,000 worth of securities to be transferred to the respondent-wife, the securities intermediary failed to make all the transfers before it learned of Mr. Rider’s death. Under the law of agency, the intermediary lacked authority to make the transfers after it had notice of Mr. Rider’s death.


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