United States: Trusts

Subscribe

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.

On Demand Webinar – Succession Planning Strategies For Trucking Businesses

What's the future of your trucking company when you step away? Join us for a webinar with Shareholder Doug Marcello of our Trucking and Commercial Transportation group and Shareholder...

United States Commercial

SS

Saxton & Stump

Which Is Better For Federal Employees: Wills Or Trusts?

Retirement planning can be challenging for anyone, but as a federal employee, you may have additional benefits to add to the mix that can, at first be overwhelming when planning for the future, but beneficial to you in the long run.

United States Family

TR

Tully Rinckey

Can An Irrevocable Trust Be Changed? A Guide For North Carolina Families

Irrevocable trusts are often viewed as rigid, permanent components of an estate plan designed to preserve wealth, minimize taxes, and protect assets.

United States Family

Wa

Ward and Smith, P.A.

Trust & Will (Podcast)

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning.

United States Family

BS

Ballard Spahr LLP

Killing Trusts Softly: Can Australia Abate Trump Duties With Aussie Super Funds?

United States Tax

WL

Withers LLP

Building Trust(s) In Arbitration

United States Litigation

AO

A&O Shearman

District Court Enjoins 401(k) Plan From Considering ESG

United States Employment

SJ

Steptoe LLP

The Curious Case Of The Kid With Five Parents—Estate Planning For Assisted Reproductive Technology (Podcast)

United States Family

LS

Lowenstein Sandler

The Spousal Unity Rule: An Unconstitutional Grantor Trust Trigger

United States Family

ML

Milbank LLP

No-Action Relief Issued For Crypto Custodied With State Trust Companies

United States Technology

KG

K&L Gates LLP

Protecting An Estate Beneficiary With Addiction Issues Through California Estate Planning

United States Family

O

Opelon

California Estate Planning Case Study: 21 Real Challenges Solved With Trusts

United States Family

O

Opelon

How A Right Of First Refusal Shapes Startup Equity And Control

United States Commercial

C

Crowley Law LLC

Trust Issues: Did The Clippers' Kawhi's Aspiration Deal Skirt The NBA Salary Cap?

United States Family

OK

Offit Kurman

The Changes To The English Arbitration Regime: What Parties To International Construction Disputes Need To Know

United States Litigation

J

JAMS

Why Direct Student-Athlete Payments Create An Immigration Crisis For Universities

United States Immigration

Gs

Green and Spiegel

Green And Spiegel Partner Ksenia Maiorova Secures Major Win In NIL Visa Lawsuit

United States Immigration

Gs

Green and Spiegel

Tariffs, Contracts And The Negotiation Imperative: Why The Old Playbook Won't Work

United States International

J

JAMS

What Honeybees Have Taught Me About Dispute Resolution

United States Litigation

J

JAMS

Estate Planning Misconceptions And Mistakes To Avoid

Estate planning can be a challenging and daunting process, with several things to consider, and there are frequently a variety of solutions available, each with unique advantages — or disadvantages.

United States Family

TR

Tully Rinckey

Summer Happenings

As the summer days come to an end, and Fall fast approaches, the Appellate and Surrogate's Courts have been busy at work issuing the following decisions of interest impacting the field of trusts and estates.

United States Family

FF

Farrell Fritz, P.C.

Understanding Grantor Trusts: A Complete Guide For Oklahoma Residents

How These Powerful Estate Planning Tools Can Transform Your Wealth Transfer Strategy...

United States Family

CL

Cantrell Law Firm

Estate Planning Essentials For Seamless Wealth Transfer

The U.S. is on the precipice of the largest generational transfer of wealth in history. Baby Boomers account for 51.8% of the country's total wealth, and over the next two decades (through 2045)...

United States Family

MG

MGO CPA LLP

Trust Protectors – Should You Have One?

United States Commercial

OK

Offit Kurman

Choosing The Right Fiduciary In An Estate Plan: A Decision To Shape A Legacy

United States Commercial

BS

Ballard Spahr LLP

Portability Pitfalls: Why Complete And Accurate Estate Tax Returns Matter

United States Tax

FF

Farrell Fritz, P.C.

Selling Your Business? Wealth Planning Tips To Prepare

United States Wealth Mgt

KR

Kaufman Rossin

When A Corporate Trustee May Be A Disadvantage For Your Trust

United States Commercial

OK

Offit Kurman

Navigating Solo Aging With Dr. Gerda Maissel (Video)

United States Family

OK

Offit Kurman

CareYaya: A Revolutionary Approach To Elder Care (Video)

United States Family

OK

Offit Kurman

Choosing A Trustee: Navigating The Complexities And Key Considerations (Podcast)

United States Family

OK

Offit Kurman

Establishing A Family Office: 5 Essential Tips For Getting Started

United States Wealth Mgt

FL

Fennemore

The Use Of Trusts In Mortgage Loan Financing

United States Finance

SM

Sheppard Mullin Richter & Hampton

CareYaya: A Revolutionary Approach To Elder Care (Video)

In this episode of the Sandwich Generation Survival Guide, host Candace Dellacona is joined by Neal Shah and Sydney Rosbury from CareYaya, an innovative platform transforming the elder care industry.

United States Family

OK

Offit Kurman

Choosing A Trustee: Navigating The Complexities And Key Considerations (Podcast)

In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee...

United States Family

OK

Offit Kurman

Establishing A Family Office: 5 Essential Tips For Getting Started

For high-net-worth individuals and families, a family office is more than a wealth management structure—it is a strategic vehicle to preserve, grow, and protect generational wealth.

United States Wealth Mgt

FL

Fennemore

The Use Of Trusts In Mortgage Loan Financing

Trusts are being used more often for financing mortgage loans, which can be an effective way to optimize asset management and minimize lender risk.

United States Finance

SM

Sheppard Mullin Richter & Hampton

The Consequences Of Deception: Defendant Hit With $4.5 Million Judgment After 12-Year "Wild Goose Chase Based On A Lie"

United States Commercial

FF

Farrell Fritz, P.C.

Lengthy Opinion Delivered Regarding In Terrorem Clause

It is a rare day that the Court of Appeals, New York's highest Court, deals with trust and estate matters, let alone something as granular as the validity of an in terrorem clause.

United States Litigation

FF

Farrell Fritz, P.C.

Family Wealth Protection Strategies

Protecting family wealth requires careful planning and the proper legal strategies. Without a structured approach, high-net-worth families and business owners...

United States Wealth Mgt

Seder & Chandler

How Tariffs Impact Business Transfers

The Administration's tariff policies have contributed to significant volatility in the stock market. Even brief announcements regarding new tariffs often trigger immediate declines in stock prices.

United States Commercial

FF

Farrell Fritz, P.C.

Maintaining S Corporation Status: Eligibility Requirements, Termination Risks, And IRS Relief Options

Closely held corporations typically elect to be treated as S Corporations because doing so allows their shareholders to continue to have the legal benefits of operating in corporate form...

United States Commercial

FF

Farrell Fritz, P.C.

Ethica Ex Machina Or: How I Learned To Stop Worrying And Love ChatGPT | Ethical Considerations For Trusts And Estates Attorneys Using Generative AI

United States Technology

SM

Sheppard Mullin Richter & Hampton

Combining Trusts To Reduce Complexity And Costs Can Be Harder Than You Think (Podcast)

United States Commercial

PR

Proskauer Rose LLP

Maryland Emergency Regulations

United States Finance

CW

Cadwalader, Wickersham & Taft LLP

New Jersey Appellate Court Affirms Rescission Of Policies Based On Law Firm's Misrepresentation In Applications

United States Wealth Mgt

WR

Wiley Rein

Maryland Guidance Applies Licensing Requirements To Assignees Of Residential Mortgage Loans

United States Finance

MB

Mayer Brown

Pryor Cashman Announces The Arrival Of Trusts + Estates Partner Brian Sweet

United States Law Performance

PC

Pryor Cashman LLP

Insights On Preparing For The Federal 2026 Trust And Estate Tax Changes And California's Proposition 19

United States Tax

FL

Fennemore

Key Concerns For Trusts And Estates Pertaining To The Corporate Transparency Act

United States Commercial

PR

Proskauer Rose LLP

FinCEN Issues Final Rule Requiring AML Reporting For Real Estate Sector

United States Real Estate

SR

McDermott Will & Schulte

How A Commercial Loan Officer Can Save Their Borrowers Recordation Tax On Maryland Loans Under $12.5 Million

United States Commercial

DB

Dunlap Bennett & Ludwig

Navigating The Corporate Transparency And New York LLC Transparency Acts: A Guide For Trust And Estates Attorneys

United States Commercial

PB

Porzio, Bromberg & Newman

Estate Planning For Professionals

United States Family

ML

McCarthy, Lebit, Crystal & Liffman

Revocable Trust Structures For Married Couples: The Survivor's Trust / Marital Trust / Family Trust Format

United States Commercial

SF

Spencer Fane

In A Case Of First Impression In New York, Surrogate's Court Holds That There Is No Basis In "Law Or In Logic" To Impose Forfeiture On Individual Beneficiaries Challenging An Instrument Containing An In Terrorem Clause In Their Fiduciary Capacities

United States Litigation

CL

Carter Ledyard & Milburn

The Importance Of Including Revocable Trusts In Estate Planning

United States Family

AF

ArentFox Schiff

See more

Latest Videos

See more

Navigating Solo Aging With Dr. Gerda Maissel (Video)

OK

Offit Kurman

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

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More