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Searching Content indexed under Trusts by Reinhart Boerner Van Deuren s.c. ordered by Published Date Descending.
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Fiduciary Duty Overview For Endowments And Foundations: Integrating Nonprofit Mission Goals Into Investment Practices
Colleges, universities, philanthropic foundations and other endowed nonprofit institutions that enjoy tax exemptions because of their social benefit purposes are increasingly examining...
United States
18 Jan 2017
2
IRS Issues Proposed Regulations Limiting Valuation Discounts
After much anticipation, the Internal Revenue Service issued proposed regulations on August 2, 2016, limiting the ability to take valuation discounts in connection with certain intra-family.
United States
16 Aug 2016
3
Multigenerational Planning: A Case Study
About 10 years ago, Reinhart Boerner Van Deuren began working with a family that had operational control of a multigenerational family business in Southeastern Wisconsin.
United States
18 May 2016
4
Wisconsin Directors Beware!! Failure To Give A Plant Closing Notice Could Subject You To Personal Liability
In a recent decision involving the Golden Guernsey Chapter 7 proceeding,1 a Delaware bankruptcy court refused to dismiss a Chapter 7 trustee's complaint...
United States
25 Apr 2016
5
Pet Trusts – Protecting Your Pet When You No Longer Can
According to the American Veterinary Medical Association, 79.7 million households (65% of U.S. households) have a pet.
United States
7 Apr 2016
6
New Wisconsin Trust Code ‑ A Year In Review
The new Wisconsin Trust Code (the "WTC") went into effect July 1, 2014, fundamentally changing the law in Wisconsin governing trusts.
United States
27 Jan 2016
7
Fiduciary Duty And ESG Engagement
US institutional investors are governed by legal standards like those contained in the Employee Retirement and Income Security Act (ERISA) and similar laws that are relevant to their engagement with companies.
United States
28 May 2015
8
Ten Things You Should Know About Wisconsin's New Trust Code
Effective July 1, 2014, the WTC fundamentally changes the law that governs Wisconsin trusts, both trusts that existed before and are created after July 1, 2014.
United States
28 Aug 2014
9
Wisconsin's New Trust Code--What Does It Mean For Your Trust?
On December 13, 2013, Governor Scott Walker signed the new Wisconsin Trust Code into law.
United States
6 May 2014
10
Introduction To Institutional Investor Fiduciary Duties
Fiduciary relationships involve the delegation of authority to an agent who is charged with investing assets for the benefit of third-party beneficiaries.
United States
10 Apr 2014
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