Worldwide: Trusts

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Business law and corporate law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics that involve business and corporate law produced by specialists working in this area every day.

Global Forces Reshaping Modern Succession And Wealth Transfer

The international landscape for estate and succession planning is being reshaped by unprecedented demographic shifts, evolving family structures, and the rise of digital wealth. As tens of trillions of dollars prepare to transfer between generations globally, legal practitioners must navigate an increasingly complex environment where traditional inheritance laws intersect with same-sex marriage recognition, assisted reproductive technologies, cryptocurrency holdings, and competing jurisdictional tax regimes

United States Family

WL

Withers LLP

Connecticut’s Evolving Landscape For Estate And Trust Planning

Connecticut has transformed into a trust-friendly jurisdiction through comprehensive statutory reforms, including the Uniform Trust Code, Directed Trust Act, and extended perpetuities period allowing trusts to last 800 years. How do these modern trust-planning tools balance with Connecticut's rigorous estate tax regime and the state's position as the only jurisdiction imposing both estate and gift taxes?

United States Family

WL

Withers LLP

IRS Rules Estate Administration Exception Can Shield Certain Stock Redemptions From Private Foundation Self-Dealing Rules

The IRS has issued guidance on whether transactions involving a family-owned corporation, revocable trusts, and a private foundation constitute prohibited self-dealing under Internal Revenue Code § 4941.

United States Tax

LL

Liskow & Lewis

Gallery Closures – Protecting Artists

Gallery closures and insolvencies in London and New York are creating unprecedented challenges for artists who face lost income, complex ownership disputes, and potential clawback claims. Understanding the legal framework around secured creditors, trust property, and proprietary claims becomes essential for artists seeking to protect their interests when galleries enter administration or liquidation.

United States Litigation

WL

Withers LLP

Using Trusts To Maximise The Benefits Of Qualified Small Business Stock In The US

United States Tax

GGI Global Alliance

The California Billionaire Tax Act: Structural Weaknesses That Could Undermine Revenue Collection

United States Tax

BB

Baker Botts LLP

Professional Fiduciaries And Financial Elder Abuse In Trust Administration: Detect, Protect, And Recover

United States Family

WT

Weintraub Tobin Chediak Coleman Grodin Law Corporation

Trust Planning Pitfalls: What You Should Know

United States Commercial

GGI Global Alliance

The California Billionaire Tax Act: Constitutional Limits On Implementation

United States Tax

BB

Baker Botts LLP

When Privacy Matters Most: Planning For High-Profile Clients

United States Wealth Mgt

DW

Dickinson Wright PLLC

Synopsis: Milton A. Barlow, Jr. v. District Of Columbia

United States Tax

JC

Jackson & Campbell

Ep. 66 – The Lifecycle Of Art Ownership: Key Legal, Tax, And Practical Considerations For Collectors (Podcast)

United States Wealth Mgt

WD

Wiggin & Dana

New York City Imposes Pied-à-Terre Tax: A Surcharge On High-Value Second Homes

United States Tax

D

Dechert

Max Schneberger Highlights Impact Of OBBBA In Trust Planning In Lake Country Living

United States Tax

RB

Reinhart Boerner Van Deuren s.c.

FinCEN Alert: AML Compliance Implications Of IRGC Sanctions Evasion And Illicit Finance

Worldwide Government

BS

Ballard Spahr LLP

A New Era For Cuba Claims: Supreme Court Expands Title III's Scope, With Perhaps More To Come

United States Litigation

SJ

Steptoe LLP

Massachusetts Appeals Court Rejects Website Links As Sufficient Securities Disclosure Under State Law

United States Commercial

GT

Greenberg Traurig, LLP

Sanctions Update: June 15, 2026

Worldwide International

SJ

Steptoe LLP

USTR Recommends New Tariffs Following Forced Labor Investigations

United States International

BI

Buchanan Ingersoll & Rooney PC

Section 645 Election: A Quietly Powerful Tool In Estate Administration

Fiduciaries administering estates with revocable trusts face critical income tax decisions that can significantly impact asset availability and tax obligations.

United States Tax

WD

Wiggin & Dana

New Kentucky Legislation Modernizes Inheritance Laws

Governor Andy Beshear recently signed Senate Bill 50 into law, ushering in one of the most significant updates to Kentucky inheritance and estate administration laws in recent years.

United States Family

DS

Dinsmore & Shohl

Q.S.B.S. Stacking: Is The Clock Ticking?

At a Washington tax conference on May 20, Treasury Assistant Secretary for Tax Policy Kenneth Kies reportedly signaled that anti-stacking regulations targeting Code §1202 qualified small business stock (“Q.S.B.S.”) are likely forthcoming.

United States Tax

RP

Ruchelman PLLC

Washington Millionaires’ Income Tax: What It May Mean For You

Washington State has enacted a new 9.9% income tax on individual earnings exceeding $1 million annually, effective January 2028.

United States Tax

Sr

Stokes Lawrence, P.S.

Pet Trusts In New Jersey And New York: A Practical Estate Planning Tool

United States Family

SH

Scarinci Hollenbeck LLC

Private Forest Landowners Face A Convergence Of Legal And Business Risk

United States Real Estate

FL

Fennemore

Before The Lawsuit: A California Professional Fiduciary’s Guide To Managing Litigation Risk

United States Commercial

WT

Weintraub Tobin Chediak Coleman Grodin Law Corporation

Putting The Gratitude In GRATs—Understanding The Financial Planning And Psychological Effects Of This And Other Tax Saving Ideas (Podcast)

United States Wealth Mgt

LS

Lowenstein Sandler

How Can Trusts Be Used In Business Succession?

United States Commercial

SH

Scarinci Hollenbeck LLC

Revocable Vs. Irrevocable Trusts For Real Estate: Pros, Cons, And Key Differences

United States Commercial

RM

Rich May

Ten Minute Interview: Protective Trusts (Video)

United States Wealth Mgt

FL

Foley & Lardner

Valuation At The Top: Strategic Insights For Ultra-High-Net-Worth Individuals And Estates

United States Wealth Mgt

IG

IR Global

The Role Of Forensic Accounting And Business Valuations In Complex Divorce Cases

United States Family

IG

IR Global

New Bill Proposes Annual Withholding Tax On Trusts With Assets Exceeding $50M

United States Tax

FF

Farrell Fritz, P.C.

Ten Minute Interview: Protective Trusts (Video)

Brian Lucareli and John Melko explore the intricacies of Delaware Asset Protective Trusts, examining statutory exceptions and how enforcement varies across different states. The discussion provides families and advisors with practical insights into evaluating asset-protection planning strategies.

United States Wealth Mgt

FL

Foley & Lardner

Valuation At The Top: Strategic Insights For Ultra-High-Net-Worth Individuals And Estates

Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, and estate tax planning, valuation becomes a foundational discipline that affects wealth transfer strategy, tax efficiency, compliance, and long-term family outcomes.

United States Wealth Mgt

IG

IR Global

The Role Of Forensic Accounting And Business Valuations In Complex Divorce Cases

Divorce proceedings involving significant or complex assets are rarely straightforward. Beyond the emotional and legal dimensions, these cases often hinge on a clear and defensible understanding of financial reality.

United States Family

IG

IR Global

New Bill Proposes Annual Withholding Tax On Trusts With Assets Exceeding $50M

A new Senate bill proposes imposing annual withholding taxes on trusts exceeding $50 million in assets, with rates ranging from 1% to 3% depending on asset value.

United States Tax

FF

Farrell Fritz, P.C.

QSBS Stacking: Leveraging Gifts And Trusts For Additional Section 1202 Exclusions

United States Tax

FL

Foley & Lardner

GC Bootcamp For Family-held Business: Introduction To Estate Planning, Taxes & Family Offices

Explore how legal professionals navigate complex regulatory frameworks and client relationships in today's evolving business landscape. Discover the strategic approaches and specialized expertise that drive successful outcomes in corporate legal matters. Learn about the critical considerations that shape modern legal practice and professional development.

United States Commercial

FL

Foley & Lardner

Power Of Attorney In Oklahoma: Types And How To Choose

Understanding the different types of powers of attorney in Oklahoma is critical for protecting your family and business when you cannot act for yourself.

United States Family

CL

Cantrell Law Firm

Revocable Trusts Explained: A 2026 Guide For Families And Business Owners

A revocable living trust (sometimes called a revocable inter vivos trust) is a legal arrangement you create during your lifetime to hold legal title to your assets.

United States Family

CL

Cantrell Law Firm

Spring Cleaning: Dusting Off Your Estate Plan

Estate planning isn't a one-time task—life changes like marriage, divorce, new children, real estate purchases, and shifts in net worth can all impact your plan's effectiveness.

United States Family

LL

Lavelle Law

SEC’s Division Of Investment Management Clarifies Certain Questions On Fund Of Funds Rule

United States Commercial

PR

Proskauer Rose LLP

When Trusted Access Becomes A Threat: The US v. Linwei Ding Conviction And Escalating Insider Risk

United States Commercial

B

BakerHostetler

Tax-Efficient Charitable Giving At Death: Issues Requiring Consideration

United States Tax

CL

Carter Ledyard & Milburn

Protecting Your Legacy: Trust And Estate Planning For Pro Athletes And Entertainers

United States Family

MG

MGO CPA LLP

The Closing Days Of 2025

United States Family

FF

Farrell Fritz, P.C.

Get Ready For FinCEN's Residential Real Estate Rule Report Form

United States Real Estate

PC

Perkins Coie LLP

What Is An Asset Protection Trust?

United States Commercial

BW

Bohm, Wildish & Madsen

Nevada Supreme Court Rules Sealing In Murdoch Family Trust Dispute Improper

United States Commercial

WE

Wilson Elser Moskowitz Edelman & Dicker LLP

Administration Of Irrevocable Life Insurance Trusts

United States Family

WD

Wiggin & Dana

Growth, Pressure, And Planning: Why North Carolina Farmers Need Legal Counsel Now More Than Ever

United States Commercial

Wa

Ward and Smith, P.A.

Remainder Beneficiaries Of A Revocable Trust May Lack Standing To Seek A Trust Accounting For The Period Prior To The Grantor's Death

United States Family

FF

Farrell Fritz, P.C.

Tax Changes And Planning Opportunities For 2026

United States Tax

RB

Reinhart Boerner Van Deuren s.c.

How California Is Fine-Tuning Trust And Estate Administration

United States Family

GG

Greenberg Glusker LLP

Private Client Services 2025 Year-End Advisory

United States Tax

WD

Wiggin & Dana

Panama Private Interest Foundations: Structure And US Tax Classification

United States Tax

GGI Global Alliance

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Latest Videos

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Ten Minute Interview: Protective Trusts (Video)

FL

Foley & Lardner

CareYaya: A Revolutionary Approach To Elder Care (Video)

OK

Offit Kurman

Charitable Remainder Unitrusts In A Rising Interest Rate Environment (Video)

LG

Lathrop GPM

Ten Minute Interview: How To Mitigate Trustee Liability (Video)

FL

Foley & Lardner

Private Family Trust Companies (Video)

VW

Duggan Bertsch

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