Please ensure Javascript is enabled for purposes of website accessibility

Trusts And Estates

Jan 31, 2013

Trusts & Estates – Real Property – USDA Subsidies – Statute of Limitations – First Impression – Partition

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.

Jul 19, 2012

Trusts & Estates – Nonclaim Statute – Discovery Rule – Inapplicable

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.

May 9, 2012

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

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.

Mar 7, 2012

Trusts & Estates – Wills – Scholarship Bequest – IRA Beneficiary – Separate Gifts

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.

Jan 11, 2012

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

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 t[...]

Oct 6, 2011

Trusts & Estates – Wills – Undue Influence – Power of Attorney – Presumptions & Rebuttals

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-[...]

Sep 6, 2011

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

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 t[...]

Jun 24, 2011

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

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.

Jan 28, 2011

Trusts & Estates – Wills – Bequest – Quantum Meruit – Care-Giving Services – Prejudgment Interest

Church v. McGee. Claimant's own testimony showed that her love for decedent was the only reason she provided care-giving services to him; therefore, she is not entitled to recover in quantum meruit for such . . .

Jul 26, 2010

Trusts & Estates – Incompetence – Guardian & Conservator – Statutory Priority – Good Cause – Poor Communication

Incompetence - Guardian & Conservator - Statutory Priority - Good Cause - Poor Communication

Jul 26, 2010

Trusts & Estates – Tort/Negligence – Civil Practice – Jurisdiction – Probate Court – Removal – Authority – Co- Representatives

Tort/Negligence - Civil Practice - Jurisdiction - Probate Court - Removal - Authority - Co- Representatives

Mar 22, 2010

Trusts & Estates – Wills – Testamentary Capacity – Doctor's Review – Attorney's Conversation — Undue Influence – General Influence

Wills - Testamentary Capacity - Doctor's Review - Attorney's Conversation -- Undue Influence - General Influence

Business Law

See all Business Law News

Commentary

See all Commentary

Polls

How Is My Site?

View Results

Loading ... Loading ...