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Dunafon, David A. and Joyln K. revocable inter vivos trust; $5,500,000
Landmark Bank
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- Max v. Mclaughlin; Et Al., Plaintiffs, v. Mississippi Power Company; Et Al., Defendants. Interstate Fibernet Inc., Plaintiff-Appellant, v. Thirty-Seven (37) Parcels; Et Al., Defendants, Thirty-Seven (37) Parcels of Real Property, Located in Forrest, Hancock, Harrison, Jackson, Jones, Lamar and Lauderdale Counties, Mississippi; Bancorpsouth Bank; Mary Jane Delmas Baugh; Terrell Ann Ford; Margaret Ford Murphy; Chantilly Corp.; Clemover Corp.; Columbia Ventures Inc.; Community Bank; Federal Land Bank Association of South Mississippi Flca; John Ford, Also Known as Rena A. Ford, Trustee of the Rena A. Ford Inter Vivos Trust Agreement; Mary Elizabeth Ford, Also Known as Rena A. Ford, Trustee of the Rena A. Ford Inter Vivos Trust Agreement; Rena Ann Ford, Also Known as Rena A. Ford, Trustee of the Rena A. Ford Inter Vivos Trust Agreement; Marie Ford Horne, Also Known as Rena A. Ford, Trustee of the Rena A. Ford Inter Vivos Trust Agreement; H H White Limited Partnership; David Hobgood; Richard Hobgood; Robert Hob..., 376 F.3d 344 (5th Cir. 2004)
Ben H. Stone (argued), Jonathan P. Dyal, Paul Richard Lambert, Balch & Bingham, Gulfport, MS, for Mississippi Power Co.
A. Malcolm N. Murphy, Lucedal...
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A revocable inter vivos trust created by a husband is property subject to the surviving wife's statutory share, the Iowa Supreme Court has ruled.
The husband created the trust and transferred farmland, all of his personal effects, vehicles and tools into it. He married a few years later. After his death, his wife elected not to take under his will, and sought to include the assets of the trust as property subject to her statutory share under Iowa state law.
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Frank Lewis, Begam, Lewis, Marks & Wolfe, Phoenix, AZ, for petitioner-appellant.
Craig M. Hughes, Zelle & Larson, San Francisco, CA, for respondents-...
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Courts determine settlors intent from the plain and unambiguous language of the trust; application of federal estate tax in 2010 to revocable inter vivos trust.
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- Continental Trend Resources, Inc.; Harold G. Hamm, Trustee of the Harold G. Hamm Revocable Inter Vivos Trust; Gary H. Wright; Cindy Wright; Jeffrey B. Hume; Farrar Oil Company, Plaintiffs-Appellees, v. Oxy Usa Inc., Defendant-Appellant, and Williams Natural Gas Company, Defendant. Continental Trend Resources, Inc.; Harold G. Hamm, Trustee of the Harold G. Hamm Revocable Inter Vivos Trust; Gary H. Wright; Cindy Wright; Jeffrey B. Hume; Farrar Oil Company, Plaintiffs-Appellants, v. Oxy Usa Inc. and Williams Natural Gas Company, Defendants-Appellees., 44 F.3d 1465 (10th Cir. 1995)
W. DeVier Pierson (Mark E. Greenwold, also of Pierson Semmes and Bemis, Washington, DC, Robert F. Hill and Ronald L. Wilcox of Hill & Robbins, Denver,...
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Effective January 1, 2011, House Bill 5282 is now PA 96-1145. The new law, says Lisle lawyer Neil Goltermann of Momkus McCluskey LLC, who assisted in ...
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provides guidance regarding whether the corpus of an inter vivos trust is includible in the grantor's gross estate under Section 2036 or 2038 if the grantor retained the power, exercisable in a nonfiduciary capacity, to acquire property held in the trust by substituting other property of equivalent value. The ruling provides that, for estate tax purposes, the substitution power will not, by itself, cause the value of the trust corpus to be includible in the grantor's gross estate, provided the trustee has fiduciary obligation (under local law) to ensure the grantor's compliance with the terms of this power by satisfying itself that the properties acquired and substituted by the grantor are in fact of equivalent value and further provided that the substitution power can...
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Theodore B. Olson, Theodore J. Boutrous, Jr., and Mark Snyderman of Gibson, Dunn & Crutcher, Washington, D.C.; David G. Palmer of Gibson, Dunn & Crutc...
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Summary Judgment, inter vivos trust.
