A neighbor of an elderly man who became friendly with him and offered to manage his personal affairs and assist with estate planning, and who then became trustee, attorney in fact and executor of trusts and of his holographic will, ...

Tagged with: Fauquier County Circuit Court Judge Jeffrey W. Parker Wills & Trusts

In this med-mal case with a “long and tortured procedural path” due to plaintiff’s counsel’s mixed signals about the elderly plaintiff’s personal capacity to sue and her lawyer’s filing of petitions for appointment of a guardian or conservator, and efforts ...

Tagged with: Judge David W. Lannetti Norfolk Circuit Court Wills & Trusts

An Alexandria U.S. District Court imposes a constructive trust against a woman’s niece and former attor­ney-in-fact who allegedly used $573,729 of the woman’s personal funds to pay for home improvements and personal ex­penses; plaintiffs, the woman’s current attorneys-in- fact, have ...

Tagged with: Judge Liam O'Grady U.S. District Court - Eastern District Wills & Trusts

Although a woman left the marital home six weeks before husband died, and moved in with her daughter to avoid her terminally ill husband’s pres­sure to sign documents reducing her property rights, a Shenandoah County Circuit Court says she did ...

Tagged with: Judge Dennis Lee Hupp Shenandoah County Circuit Court Wills & Trusts

Under the broad power of attorney a grantor gave to his daughter as succes­sor attorney-in-fact upon the death of his wife, the daughter and her brother were authorized to create inter vivos trusts that disinherited prospective heirs of the wife ...

Tagged with: Judge Stephen R. McCullough Supreme Court of Virginia Wills & Trusts

The beneficiary of a separate, unfund­ed subtrust does not have standing to directly sue the trustee of a primary trust for mismanagement, and he can­not bring a derivative action against the trustee because any claims he may have are unripe; ...

Tagged with: Fairfax County Circuit Court Wills & Trusts

A woman’s stated intent to con­tinue tinkering with her will “on my deathbed” did not prevent a Nor­folk Circuit Court from finding that a handwritten will found in a note­book in her kitchen after her death was in fact her ...

Tagged with: Judge David W. Lannetti Norfolk Circuit Court Wills & Trusts

Although the testator gave her daughter with her surviving husband the remainder interest in real estate in which husband had a life estate, that daughter predeceased testator without children, and the remain­der interest is divided with one third going to ...

Tagged with: Judge David W. Lannetti Norfolk Circuit Court Virginia Circuit Courts Wills & Trusts

An Arlington County jury has found for the son of a well-known local restaurateur in a multi-mil­lion-dollar tug-of-war over assets left after the man’s death. The case could be headed for the Supreme Court of Virginia. Tom Sarris owned restaurants ...

Tagged with: Arlington County Circuit Court Judge Daniel Fiore II Million-Dollar Verdicts Wills & Trusts

An Arlington County jury has found for the son of a well-known local restaurateur in a multi-million-dollar tug-of-war over assets left after the man’s death. The case could be headed for the Supreme Court of Virginia. Tom Sarris owned restaurants ...

Tagged with: Supreme Court of Virginia Wills & Trusts