United States: Trusts

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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?

When creating a trust, determining who you want to serve as trustee(s) and benefit from the trust as beneficiaries are decisions that need to be made for every trust.

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

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.

Summary - Tax Provisions In The One Big Beautiful Bill

United States Tax

HE

Hall Estill

ALERT: Key Tax Provisions Provided For In "One Big Beautiful Bill Act"

United States Employment

DP

Dilworth Paxson LLP

What Honeybees Have Taught Me About Dispute Resolution

United States Litigation

J

JAMS

Business Tax Law Provisions Of The OBBA

United States Commercial

OK

Offit Kurman

Bridging Cultures, Avoiding Disputes: Why Construction Needs Partnering Dialogue More Than Ever

United States Litigation

J

JAMS

Revocable vs. Irrevocable Trusts: Which One Is Right For You?

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally.

United States Family

TR

Tully Rinckey

Deadline Fast Approaching To File A Pennsylvania Annual Report

Anew Pennsylvania law, effective January 1, 2025, requires nearly every business and non-profit association registered to do business in Pennsylvania to make an Annual Report filing...

United States Commercial

BI

Buchanan Ingersoll & Rooney PC

Cross-Border Estate Planning: A Guide For Multi-Citizens

Estate planning across borders is a complex game that can cost millions in unnecessary taxes and legal headaches if not done correctly.

United States Family

HG

Harvey Law Group

CFPB Dismisses Two Actions Against Student Loan Trusts And Subprime Auto Lender

The CFPB recently dropped two more lawsuits it brought under the Chopra administration—one involving a student loan securitization trust and the other regarding a subprime auto finance company.

United States Finance

SM

Sheppard Mullin Richter & Hampton

Lengthy Opinion Delivered Regarding In Terrorem Clause

United States Litigation

FF

Farrell Fritz, P.C.

Family Wealth Protection Strategies

United States Wealth Mgt

Seder & Chandler

How Tariffs Impact Business Transfers

United States Commercial

FF

Farrell Fritz, P.C.

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

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

Maryland Emergency Regulations

On January 10, 2025, the Maryland Office of Financial Regulation issued emergency regulations revised to clarify that "passive trusts"...

United States Finance

CW

Cadwalader, Wickersham & Taft LLP

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

In a win for Wiley's client, a New Jersey appellate court, applying New Jersey law, affirmed a trial court's decision rescinding four lawyer's professional liability policies because of material misrepresentations made in the applications.

United States Wealth Mgt

WR

Wiley Rein

Maryland Guidance Applies Licensing Requirements To Assignees Of Residential Mortgage Loans

On January 10, 2025, the Maryland Office of Financial Regulation (OFR) issued formal guidance asserting that assignees of residential mortgage loans—including certain "passive trusts" that acquire...

United States Finance

MB

Mayer Brown

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

Pryor Cashman is pleased to announce that Brian Sweet has joined the firm as a partner in the Trusts + Estates Practice.

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

Estate Planning For Professionals

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets. This comprehensive legal overview details the intricacies...

United States Family

ML

McCarthy, Lebit, Crystal & Liffman

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

Many married couples, especially in community property states (such as Arizona, California, and Texas), will elect to have one joint revocable trust to hold their respective properties...

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

In a case of first impression in New York, CLM obtained dismissal of a trustee's in terrorem petition seeking to claw back two beneficiaries' personal bequests based on their approval – in their separate roles as directors.

United States Litigation

CL

Carter Ledyard & Milburn

The Importance Of Including Revocable Trusts In Estate Planning

In the realm of estate planning, many people are familiar with the traditional will as a means of distributing assets after death.

United States Family

AF

ArentFox Schiff

Trusts And Estates Newsletter - Corporate Transparency Act

United States Commercial

SG

Shipman & Goodwin LLP

Thoughtful Estate Planning Calls For Architectural Construction Plans In Advance Of Drafting – Which Trust Structure Fits Your Stewardship Plan?

United States Real Estate

ML

Marcum

The Strategy Behind Spousal Lifetime Access Trusts (SLATs)

United States Family

DB

Dunlap Bennett & Ludwig

FinCEN Finalizes Residential Real Estate Reporting Requirements

United States Real Estate

MB

Mayer Brown

Navigating New Disclosures Under The Corporate Transparency Act

United States Commercial

RI

Ruberto, Israel & Weiner

Advising Clients In Light Of Connelly v. US

United States Insurance

RI

Ruberto, Israel & Weiner

Leveraging The Succession Matrix® – Business Advisor Testimonial

United States Commercial

IG

IR Global

The Art & Science Of Business Exit Planning (Podcast)

United States Commercial

VW

Duggan Bertsch

A Business Exit Strategy Blueprint (Podcast)

United States Commercial

VW

Duggan Bertsch

CLM/Women Newsletter Vol. 1

United States Cannabis

CL

Carter Ledyard & Milburn

Tennessee Trust Bill Takes Effect And Makes Important Changes To The State's Trust Laws

United States Finance

HK

Holland & Knight

Connelly v. United States: Supreme Court Rules Redemption Buy-Sell Increased Estate Taxes

United States Commercial

RB

Reinhart Boerner Van Deuren s.c.

Supreme Court Case Prompts Estate Tax Considerations For Businesses

United States Tax

KR

Kaufman Rossin

Revocable Trusts, Irrevocable Trusts, And Changing With The Times

United States Commercial

WL

Withers LLP

2024 Legislative Update: New Laws To Take Effect July 1

United States Healthcare

BM

Barrett McNagny

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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

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