Doermer v. Oxford Financial Group, Ltd.
Richard and Kathryn are the beneficiaries of their parents’ multi‐million dollar trust, which is administered by Richard, Kathryn, and a corporate trustee. When their father died, the two fell into...
View ArticleXydakis v. O’Brien
In 2002 a Greyhound bus struck and killed Claudia. Her daughter, Cristina, age seven, witnessed the accident. In 2016 Cristina settled claims against Greyhound and other potentially responsible...
View ArticleWilliam R. Lee Irrevocable Trust v. Lee
Lester and William Lee created LIA in 1974 as a public company. William’s sons (Lester's nephews) later joined the business. LIA subsequently bought out the public shareholders, leaving Lester owning...
View ArticleRuckelshaus v. Cowan
Their father set up a trust for the benefit of Elizabeth and Thomas, giving the siblings equal interests; if either died without children, the other would receive the remainder of the deceased...
View ArticleBlack v. Wrigley
In 2012, Bernard’s mother died, leaving a $3 million estate entirely to Bernard’s homeless, mentally ill sister, Joanne, who had lived in Denver. Bernard and his wife, Katherine are professors at...
View ArticleBergal v. Roth
Linda and her husband Milton set up an estate plan with the help of attorney Roth. Milton created a trust and designated himself as sole trustee. Upon his death, Linda and his accountant, Sanders,...
View ArticleHeiting v. United States
The Heitings’ Revocable Trust, administered by BMO, filed no tax returns; the Heitings reported its gains and losses on their returns. With respect to two stocks, BMO had no discretionary power to...
View ArticleAllen v. Brown Advisory, LLC
Allen earned a Ph.D. in physics from Yale University in 1965 and embarked on a successful career in the aerospace industry. He retired in 2004 and granted a financial power of attorney to his...
View ArticleEstate of Soad Wattar v. Horace Fox, Jr.
The United States Bankruptcy Court for the Northern District of Illinois ruled that all assets held by the Soad Wattar Revocable Living Trust—including the Wattar family home—were part of the...
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