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Trustees In Hot Water

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$111,000+ OOPS! for Wachovia Bank

By Juan C. Antúnez on July 19, 2006

Wachovia Bank, N.A. v. U.S., — F.3d —-, 2006 WL 1912805 (11th…

Continue Reading $111,000+ OOPS! for Wachovia Bank

Corporate Trustee Sued for Failure to Diversify: Over $700,000 in Damages Alleged

By Juan C. Antúnez on June 21, 2006

Wood v. U.S. Bank, N.A. , 160 Ohio App.3d 831, 828 N.E.2d …

Continue Reading Corporate Trustee Sued for Failure to Diversify: Over $700,000 in Damages Alleged

Corporate Trustee under Fire: Failure to Diversify J.M. Smucker Company Stock Holdings

By Juan C. Antúnez on May 23, 2006

This recent failure-to-diversify case out of Ohio underscores the trustee-liability issues I…
Continue Reading Corporate Trustee under Fire: Failure to Diversify J.M. Smucker Company Stock Holdings

Corporate Trustee under Fire: Failure to Diversify Kodak Stock Holdings

By Juan C. Antúnez on May 12, 2006

$24,076,937.31 Judgment v. Chase Manhattan Bank Reversed on Appeal

It is not…
Continue Reading Corporate Trustee under Fire: Failure to Diversify Kodak Stock Holdings

Trustees Targets of Multimillion Dollar Lawsuits

By Juan C. Antúnez on January 16, 2006

Recent newspaper stories reporting on multimillion dollar lawsuits involving two of the…
Continue Reading Trustees Targets of Multimillion Dollar Lawsuits

$1.1 Million Judgment Against Wachovia Bank of Georgia for Exposing Assets of NRA to U.S. Estate Tax Upheld on Appeal

By Juan C. Antúnez on January 9, 2006

Iraqi Heir Loses Half of Estate, Blames Bank After years of litigation,…
Continue Reading $1.1 Million Judgment Against Wachovia Bank of Georgia for Exposing Assets of NRA to U.S. Estate Tax Upheld on Appeal

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Annual Survey of Florida Trusts + Estates Law

This is my running list of significant trust, probate and guardianship related appellate opinions since 2005. If you think I've missed an important appellate decision that deserves wider notice, please let me know. As new appellate decisions are published I'll add them to the list.

    2023 . . . The Year in Review

    2022 . . . The Year in Review

      Click here for prior years

About this Blog

The Florida Probate & Trust Litigation Blog is authored by Juan Antúnez of Stokes McMillan Antúnez Martinez-Lejarza P.A

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