Legal Opinion
Denver Foundation v. Wells Fargo Bank, N.A.
Supreme Court of Colorado
Decided July 2, 2007No. 05SC849PublishedCited by 15 opinions
1Opinion of the CourtChief Justice Mullarkey
Charles Sterne and Dorothy Elder Sterne created a charitable trust bequeathing, upon their deaths, a portion of their estate for the uses and purposes of The Denver Foundation, a philanthropic community trust, to be held in trust by the United Bank of Denver. After the Sternes passed away, The Denver Foundation requested Wells Fargo Bank, successor trustee to the United Bank of Denver, to transfer the Sternes' trust principal to The Denver Foundation's nonprofit corporation to hold for management and investment. Wells Fargo refused, claiming the Sternes' trust document prohibited such a…
2Cases cited17 opinions
- Central States, Southeast & Southwest Areas Pension Fund v. Central Transport, Inc.Supreme Court of the United States · 1985
- Pepcol Manufacturing Co. v. Denver Union Corp.Supreme Court of Colorado · 1984
- Hock v. New York Life Insurance Co.Supreme Court of Colorado · 1994
- Young Men's Christian Ass'n of Greater Tulsa v. First National Bank & Trust Co. of TulsaSupreme Court of Oklahoma · 1986
- United States Fidelity & Guaranty Co. v. Budget Rent-A-Car Systems, Inc.Supreme Court of Colorado · 1992
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3Cited by15 opinions
- Casey v. Colorado Higher Education Insurance Benefits Alliance TrustColorado Court of Appeals · 2012
- Van Gundy v. Van GundyColorado Court of Appeals · 2012
- Sandstead-Corona v. Sandstead—Implied Trusts—Supreme Court of Colorado · 2018
- Plains Metro. Dist. v. KEN-CARYL RANCHColorado Court of Appeals · 2010
- Cohen v. Minneapolis Jewish Fed'nDistrict Court, W.D. Wisconsin · 2017
10 more not listed; retrieve them via the Exa API.