Comprehensive guide to Trustee Fiduciary Duties cases, courts, and legal analysis.
Laurie Ibach and Mark Stewart v. Bruce Stewart, individually, as Trustee of the Betty L. Stewart Living Trust, and as Trustee of the Edward T. Stewart Living Trust, decided by Alabama Supreme Court on...
C.V.P.G. Family Trust and C.V.P.G Family, LLC, Trustee v. PlainsCapital Bank Trustee of the Guerra Mineral Trust, decided by Texas Court of Appeals on April 15, 2026, resulted in a defendant win outco...
Kenneth Woliner v. CSMC 2019-RPL11 Trust, Etc., decided by Florida District Court of Appeal on March 5, 2026, resulted in a plaintiff win outcome. The core dispute involved whether a trust's "no-actio...
Michael Rappel, as Trustee of the Craig M. Rappel Revocable Living Trust v. Kenneth A. Wright and English Oak Investments, Inc., decided by Florida District Court of Appeal on March 5, 2026, resulted ...
Stuart Investments II, LLC v. Equity Trust Company, decided by Florida District Court of Appeal on February 19, 2026, resulted in a defendant win outcome. The core dispute centered on whether Stuart I...
Cabral Fortes Tomar v. Bondi, decided by First Circuit on January 23, 2026, resulted in a defendant win outcome. The First Circuit affirmed the district court's denial of a preliminary injunction soug...
In the Matter of the Trust Created Under Agreement by and Between Janet E. Johnson, Settlor, and Paul Johnson, ..., decided by Minnesota Supreme Court on September 24, 2025, resulted in a plaintiff wi...
IN RE: GOLDSTEIN IRREVOCABLE TRUST, decided by Nevada Supreme Court on August 28, 2025, resulted in a plaintiff win outcome. The core dispute involved the interpretation of a trust's "income" clause, ...
In the Matter of Dorothy Yvonne Youngren Living Trust v. Jay Youngren. Justin Youngren, Petitioner:, decided by Colorado Supreme Court on August 4, 2025, resulted in a defendant win outcome. The core ...
Sr Secured Noteholders v. DE Trust Co, decided by Fifth Circuit on May 30, 2025, resulted in a defendant win outcome. The Fifth Circuit affirmed the district court's dismissal of a lawsuit brought by ...
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