Topic: the state in which it accepts the fiduciary appointment, ex… · Go Syfert
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Topic #25959

5 canonical passages across 3 cases, quoted by 15 opinions in total. These passages cluster together because the same opinions keep quoting them side by side — they state parts of one doctrine. The anchor passage is from Kleinsmith v. Shurtleff.

#Case FlagCanonical passage Citers
1 Kleinsmith v. Shurtleff Anchor
ca10 · 2009
green “the state in which it accepts the fiduciary appointment, executes the documents that create the fiduciary relationship, and makes discretionary decisions regarding the investment or distribution of fiduciary assets.” 3
2 State Ex Rel. Division of Consumer Protection v. Rio Vista Oil, Ltd.
utah · 1990
green “we accord a lower court's statutory interpretations no particular deference but assess them for correctness, as we do any other conclusion of law.” 3
3 Bell v. Countrywide Bank, N.A.
utd · 2012
green “a national bank based in texas . . . would have a competitive advantage over a national bank based in utah as well as utah-chartered banks.” 3
4 Bell v. Countrywide Bank, N.A.
utd · 2012
green “in an act which liquidates the trust assets, e.g., engaging in a nonjudicial foreclosure of real property where the trust asset is located.” 3
5 Bell v. Countrywide Bank, N.A.
utd · 2012
green “must procure the services of either an active member of the state bar or title insurance company in order to comply with the utah law.” 3

A red or yellow flag on a member means the underlying case has negative treatment — for those, check the case page before relying on the passage.

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