Topic
Trustee Duties
99 published works
The Fiduciary Litigator
Court Reversed A Jury Trial Due To Inadequate Damage Evidence And Reversed Summary Judgments Based On The Trustee’s Discretion To Make Distributions And An Exculpatory Clause
In Marshall v. Marshall, the Marshall Grandchildren's Trust (“Trust”) was established in 1987 for Preston Marshall's benefit, with his parents Elaine and E. Pierce Marshall as trustees. No. 14-23-00276-CV, 2025…
Georgia Bankruptcy Blog
Is Trustee Required to Disclose Information Voluntarily Provided by a Creditor on a Confidential Basis?
By Scott Riddle
In In re Newport 222 Mitchell Street, L.P., 2026 WL 1488930, Ch. 7 Case No. 24-54060-sms (Bankr. N.D. Ga. May 27, 2026) (click here for .pdf) a creditor sought to…
Bartlesville Law Blog
Your Rights as the Beneficiary of a Trust
By Kyle Persaud
If you are the beneficiary of a trust, you have very important rights. Courts have said that trustees owe you “the punctilio of an honor.” If a trustee breaches his…
SCOV Law
Trusts and Timing
Will this get a CPG?By Andy DelaneySCOV issued an entry order on Friday, March 6. SCOV Law HQ was not staffed on that day, so we're covering it today. There was…
China Law Insight
信托争议解决：信托投资者知情权边界探析（下）
By King & Wood
作者：关峰 赵冠男 薛泽宇 在信托产品的运作过程中，受托人作为信托财产的管理者，对于信托管理之信息的掌握，通常强于认购产品的投资者。在受托人获取固定报酬、而投资者承担风险的结构下，信托产品天然存在受托人“道德风险”的隐患。基于此，法律或信托文件通过赋予信托投资者以知情权，以缓和这种信息不对称，对受托人进行有效监督。 实践中，知情权的行使通常也是投资者发起受托人责任诉讼的前兆。在信托产品出现延期、无法兑付等情形或征兆时，投资者往往通过行使知情权的方式获取关于受托人尽职履责缺陷的证据，以增加未来受托人诉讼中的胜诉可能、弥补投资损失。由此来看，投资者向受托人行使知情权时，受托人常陷入两难境地：披露可能导致不利证据被固定；不披露则可能违反信披义务，面临监管处罚或民事责任。 阅读更多
Florida Probate & Trust Litigation Blog
Is $8.9 million a reasonable reserve amount for a removed trustee? Who decides? A judge or jury?
If you're a trustee, you can't just quit and walk away leaving your former trust to fend for itself. Until a successor trustee's appointed to replace you, F.S. 736.0707 tells…
Blog - Sackers
Naomi Brown asks how trustees can prepare for when a decision they make is challenged
When things don’t go our way, it’s only natural that we want answers. To ask those in charge, how did this happen (or, more likely, how did you let this…
HEIRS & SUCCESSES
Modernising a Charitable Trust.
The case of Re AM McClelland Estate [2025] VSC 343 (17 June 2025), involving the McClelland Trust, illustrates Trustees’ difficulty between maintaining philanthropic intentions in contemporary commercial operational realities. The…
Berk Law Group Blog
Arizona Trustee Removal: Lessons from Jimmy Buffett’s Case
By Kent Berk
Jimmy Buffet Trust – Background The estate of the late singer Jimmy Buffett (died 2023) has erupted into a high-profile trust dispute. Buffett’s widow, Jane Buffett, is clashing with co-trustee…
China Law Insight
海外家族信托案例比较研究：保护人的任免及信义义务
By King & Wood
作者：郑辉 周淳 在海外家族信托的实践中，保护人这一角色十分重要，尤其是在全权信托（Discretionary Trust）中，保护人这一角色的存在可以对信托事务的管理起到监督和制衡的作用。虽然英美法域的信托成文法通常不会对信托保护人（Protector）这一角色进行单独的定义，但海外家族信托的信托契约中一般会明确约定保护人的权力和义务。例如，在受托人行使某些特定信托管理权时，如增减受益人或进行信托分配，需告知保护人或得到保护人的书面同意；部分信托契约还会约定保护人拥有更换受托人的权力。考虑到保护人在信托安排中的保障作用，是否设置及如何设置保护人的角色（包括其任免机制）往往也是起草信托契约时需要重点关注的问题之一。 本期，我们通过分享根西岛皇家法院（Royal Court of Guernsey）2015年的一个典型家族信托案例——K信托案（Guernsey Judgment 31/2015 – In the matter of the K Trust），来探讨免任保护人的具体依据和保护人是否负有信义义务。 阅读更多