trust-law

12 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
25-6537 David T. Everett v. Sarah E. Tharrett, as Successor Trustee of the Roxine Poznich Revocable Trust Kansas 2026-01-09 Pending IFP due-process fourteenth-amendment jurisdictional-error meaningful-hearing supremacy-clause trust-law I. Whether the Fourteenth Amendment's Due Process Clause is satisfied when state courts at three successive levels either ignore or refuse to rule on…
25-152 Paul Mula, Jr. v. Alan Mula, et al. Ninth Circuit 2025-08-07 Denied appellate-review civil-procedure fraudulent-concealment inquiry-notice-doctrine rico-statute-of-limitations trust-law A panel of the United States Court of Appeals for the Ninth Circuit unanimously held that the RICO limitations period began to run when Petitioner fir…
24-620 Jaime H. Pizarro, et al. v. The Home Depot, Inc., et al. Eleventh Circuit 2024-12-06 Dismissed CVSGAmici (1)Response RequestedResponse WaivedRelisted (3) burden-shifting causation erisa fiduciary-duty statutory-interpretation trust-law This case raises a long-unresolved question at the heart of ERISA's fiduciary enforcement provisions. The Employee Retirement Income Security Act of 1…
22-561 Larry J. Winget, et al. v. Alter Domus, LLC Sixth Circuit 2022-12-19 Denied Amici (1)Response Waived article-iii civil-procedure creditor-rights due-process federal-jurisdiction fraudulent-transfer jurisdiction revocable-trust sixth-circuit standing trust-law will-substitute-trust 1. Whether a federal court has jurisdiction to annul a revocable, will-substitute trust and replace it with an irrevocable trust. 2. Whether a revoca…
21-713 Victor P. Kearney v. Unsecured Creditors Committee, et al. Tenth Circuit 2021-11-15 Denied Response Waived 14th-amendment bankruptcy-court bankruptcy-trustee district-court-jurisdiction due-process fiduciary-duty jurisdiction trust-law trustee-appointment I. When does a lower district court have the sole discretion to influence, lead, dictate, supersede, deny, or nullify the jurisdiction of the higher f…
21-670 Gustavo G. Gonzalez, Jr. v. Quality Loan Service Corporation California 2021-11-05 Denied corpus corpus-privileges delivered document-execution legal-privileges parchment parchment-document privileges sealed trust-formation trust-law trusts The petition ask, what privledges does a trustor of corpus in respect to a trust upon parchment signed sealed and delivered have?
21-6025 Stewart Hines v. Gwendolen Cleopha Nelson South Dakota 2021-10-20 Denied Response WaivedRelisted (2)IFP access-to-courts civil-procedure constitutional-due-process court-access due-process first-amendment fourteenth-amendment pro-se-representation standing trust trust-law Whether a sole Beneficiary and Trustee can represent that Trust pro se. Whether SDCL 15-6-24(a) (Fed.R.Civ.24(a)) would have automatically substitute…
20-7477 Hakimah Jabbar v. James L. Graham, Judge, United States District Court for the Southern District of Ohio Sixth Circuit 2021-03-17 Denied Response WaivedIFP bankruptcy-law circuit-conflict conflict-of-laws due-process fiduciary-duty forfeited-property property-law statutory-interpretation trust-beneficiary trust-law 1) The U.S Court of Appeals 6th Cir. Affirming of District Court decision directly conflicts with the Appeals Court 's opinion, In re Adams, 302 B.R.…
19-884 Rick V. Caldwell, et ux. v. Unum Life Insurance Company of America Tenth Circuit 2020-01-16 Denied beneficiary-rights contra-proferentem discretionary-provision erisa fiduciary-duty insurance-policy judicial-deference trust-law I. UNUM (and other insurers) asserts ERISA insurers do not have a legal duty to draft unambiguous plans and policies. UNUM then argues that is has dis…
19-440 Northern Trust Corporation, et al. v. Lindie L. Banks, et al. Ninth Circuit 2019-10-02 Denied Amici (2)Response RequestedResponse WaivedRelisted (2) circuit-split class-action covered-securities federal-securities-law fiduciary-duty preemption private-securities-litigation-reform-act securities-fraud securities-litigation securities-litigation-uniform-standards-act statutory-interpretation trust-assets trust-law trustee-misconduct uniform-standards-act For purposes of SLUSA, does a trust beneficiary allege misconduct "in connection with" the purchase or sale of a covered security when the beneficiary…
18-1067 Ambac Assurance Corporation v. U.S. Bank National Association Minnesota 2019-02-14 Denied Response RequestedResponse WaivedRelisted (2) constitutional-limits due-process forum-state in-rem-jurisdiction minimum-contacts personal-jurisdiction trust trust-law trustee trustee-presence Whether a court may exercise in rem jurisdiction over a trust where the trust's primary, tangible assets are located outside of the forum State; the t…
18-530 Congregation Jeshuat Israel v. Congregation Shearith Israel First Circuit 2018-10-24 Denied Amici (2)Response RequestedResponse WaivedRelisted (2) charitable-trusts diversity-jurisdiction erie-doctrine establishment-clause evidence federalism free-exercise free-exercise-clause personal-property property property-dispute religious-liberty secular-evidence trust trust-law 1. In ordinary trust and property disputes does the Establishment Clause preclude courts from considering secular evidence that is relevant and admiss…