Source: https://stus.com/Pretermitted-Heirs-Laws-Do-Not-Apply-To-Trusts-cartoon-wll0044
Timestamp: 2019-04-18 13:03:42+00:00

Document:
Kidwell v. Rhew; The pretermitted heir statute applies only to heirs omitted from wills, and does not apply to an heir omitted as a beneficiary of an inter vivos trust; donative; special administrator.
Davis v. U.S. Bank National Association; A court may remove a trustee upon the request of all of the qualified beneficiaries if the removal of the trustee best serves the interests of all.
Wood v. U.S. Bank, N.A.; A trustee has a duty to diversify unless the trust contains specific language authorizing or directing the trustee to retain in a specific investment a larger percentage of trust assets than would otherwise be prudent.
Nunnenman v. Estate of Grubbs; change a will; change benficiary; designate beneficiary.
QDRO; Beneficiary designations; Kennedy v. Plan Administrator for DuPont Savings and Investment Plan; divorced spouse retirement benefits; ERISA.
Oliva-Foster v. Oliva; second marriages may create problems for children of the first marriage; conditions under which a destroyed or revoked will may be revived.
In re Estate of Reid; to overcome the presumption of undue influence, the proponent of a will must show good faith, grantor's full knowledge, and the grantor's independent consent and action.
Nixon v. Blackwell; absent specific contractual provisions, a minority shareholder is not entitled to relief from majority approved corporate actions in a closely held corporation. Elect close corporation status.
Kahn v. M & F Worldwide Corp.; business judgment standard of review governs going private mergers with a controlling stockholder if independent special committee and informed vote of a majority of the minority stockholders.
3519-3513 Realty, LLC v. Law; a limited liability company and its sole member are distinct legal entities.
Sugarland Ind., Inc. v. Thomas; when services provided by shareholders and their counsel result in a financial benefit to the corporation, they are entitled to a fair fee. Common fund method. Lodestart method.
Weinstein v. Colborne Foodbotics LLC; An LLC is distinct from a corporation and is not governed by the Colorado Business Corporation Act or case law decided thereunder.

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