Explore 7 court opinions on Trust Accounting. AI-powered plain English summaries, key holdings, and legal analysis.
7 recent cases analyzed in this topic area.
Trustee's actions upheld; beneficiary's claims of breach and fraud dismissed.
Katherine Wesley King v. Nova Shadow Holdings LLC, Trustee of the Greenfield Residence Trust, decided by Texas Court of Appeals on April 13, 2026, resulted in a defendant win outcome. The plaintiff, K...
Court allows limited pre-suit discovery based on "special circumstances"
Matter of Miller, decided by New York Court of Appeals on January 8, 2026, resulted in a plaintiff win outcome. The Appellate Division, First Department, affirmed a lower court's decision denying a mo...
Beneficiary's Right to Trust Accounting Affirmed
Matter of Miller, decided by New York Court of Appeals on December 18, 2025, resulted in a plaintiff win outcome. The Appellate Division, First Department, affirmed a lower court's decision denying a ...
Trustee's improper distributions found to be a breach of fiduciary duty
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...
Court orders limited disclosure of trust financial records over privilege claims
Matter of Scanlon v. Miller-Williams, decided by New York Appellate Division on September 24, 2025, resulted in a mixed outcome. The petitioner sought to compel the respondent to produce certain finan...
Wisconsin Supreme Court Suspends Attorney for Misappropriating Client Funds
The Office of Lawyer Regulation (OLR) filed a complaint against attorney Robert T. Malloy alleging professional misconduct. The OLR accused Malloy of failing to properly handle client funds, specifica...
Court orders limited disclosure of trust financial records over privilege claims
Matter of Cipressi, decided by New York Appellate Division on April 7, 2025, resulted in a mixed outcome. The petitioner sought to compel the respondent to produce certain financial records related to...