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Wills & Trusts

Apr 15, 2024

Wills & Trusts: Claim to reform trust properly alleged

The court rules on demurrers to claims concerning the reformation of the trust, what property passes to one of the trust beneficiaries, an unjust enrichment claim and a claim for […]

Apr 8, 2024

Wills & Trusts: Trust property was not fraudulently conveyed

Where a trustee filed a derivative claim, alleging that a family investment company was defrauded when trust property was sold below fair market value, the trial court correctly dismissed the […]

Mar 18, 2024

Fees properly paid from trust

A trust beneficiary’s arguments that the costs and fees for terminating the trust should be paid from the decedent’s estate, rather than from the trust, are not well taken. Overview […]

Nov 20, 2023

Litigant did not violate trust’s no-contest clauses

Where a trust beneficiary pleaded that the circuit court should first determine whether his action would violate a trust’s no-contest provisions and, if the court found that the action did […]

Last will and testament
Oct 23, 2023

Will bars adult child from moving into widow’s home

A trial court correctly applied a prior Virginia Supreme Court ruling to bar a decedent’s adult child from moving into the family home where he allowed his widow to live, the Court of Appeals of Virginia has held.

Oct 17, 2023

Will limited heirs’ property rights

Where the decedent’s adult children inherited a 101-acre parcel of land, “subject to the right of his second wife … ‘to reside in [the] home … for so long as […]

Aug 20, 2023

Devise of farmland adeemed by extinction

Where the testator’s will provided that appellant, one of the testator’s sons, would inherit farmland that she had inherited from her husband, the devise to appellant was adeemed by extinction […]

May 11, 2023

Claims in complaint would not violate no-contest clause

The trial court correctly issued a declaratory judgment that litigation of a trust beneficiary’s claims, which accuse his sister “of obtaining certain gifts from their parents through undue influence or […]

Apr 10, 2023

No good faith exception to will’s no contest provision

Where the decedent’s will contained a no contest provision, the circuit court correctly declined to adopt a good faith and probable cause exception to enforcing the provision. Background “Helton and […]

Apr 3, 2023

Evidence shows that will was not destroyed

A copy of the testator’s will, which disinherited her sons, was properly admitted to probate. The estate’s executor successfully rebutted the presumption that the missing original “was revoked by clear […]

Feb 4, 2023

Plaintiff lacks standing to sue for undue influence

Where plaintiff was not the personal representative of the decedent’s estate, he lacks standing to sue his sister for undue influence, unjust enrichment and breach of fiduciary duty. His fraud […]

Oct 31, 2022

Ambiguity regarding will beneficiaries requires remand

Where the decedent’s will ambiguously identified the beneficiaries, the circuit court erred by concluding that the decedent’s executor was the sole beneficiary. Overview Mark Gabi apparently drafted his own will […]

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