United States: Trusts

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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?

In this second article in the 'Killing trusts softly' series, Marsha Laine Dungog, Jennifer S. Silvius and David Laanemaa discuss the evolving US tax treatment faced by Australian superannuation funds for US persons and Aussie investors alike.

United States Tax

WL

Withers LLP

Building Trust(s) In Arbitration

Trusts are frequently used in commercial transactions, including for bond issuances and certain types of security.

United States Litigation

AO

A&O Shearman

District Court Enjoins 401(k) Plan From Considering ESG

On October 1, 2025, the US District Court for the Northern District of Texas entered a final judgment in the widely-followed ERISA class action against the fiduciaries of American Airlines' 401(k) plan...

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

Estate Planning Misconceptions And Mistakes To Avoid

United States Family

TR

Tully Rinckey

Summer Happenings

United States Family

FF

Farrell Fritz, P.C.

Understanding Grantor Trusts: A Complete Guide For Oklahoma Residents

United States Family

CL

Cantrell Law Firm

What Honeybees Have Taught Me About Dispute Resolution

United States Litigation

J

JAMS

Hot Topics In International Trade Tariff Mitigation Strategies Looking For Ideas (Video)

United States International

BG

Braumiller Law Group, PLLC

California Air Resources Board Publishes Draft SB 261 Guidance

United States Commercial

RG

Ropes & Gray LLP

From Conflict To Clarity: Why The ADR Experience Matters In Successful Resolution

United States Litigation

J

JAMS

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

United States Litigation

J

JAMS

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

One of the most important decisions in estate planning is the selection of the fiduciaries who will be named to carry out the various aspects of a plan. The person or entity selected to serve in a fiduciary role, such...

United States Commercial

BS

Ballard Spahr LLP

Portability Pitfalls: Why Complete And Accurate Estate Tax Returns Matter

The Internal Revenue Code permits a surviving spouse to utilize or "port" the deceased spousal unused exclusion ("DSUE") if: (1) the executor of the estate of the deceased spouse files...

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.

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

United States Family

TR

Tully Rinckey

Deadline Fast Approaching To File A Pennsylvania Annual Report

United States Commercial

BI

Buchanan Ingersoll & Rooney PC

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"

"Down the ridiculous rabbit hole," "magical math," "smoke and mirrors," "sixteen-year charade." That's how the plaintiff's post-trial brief in Becker v Perla described the defendant's reverse-field disavowal...

United States Commercial

FF

Farrell Fritz, P.C.

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

United States Family

HG

Harvey Law Group

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

ChatGPT and other generative artificial intelligence ("AI") applications are not merely coming for our jobs; they are also among the most powerful, if not dangerous, tools available to lawyers today.

United States Technology

SM

Sheppard Mullin Richter & Hampton

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

Complex clients often require equally intricate planning. Over time, these complexities can result in the establishment of multiple trusts for future generations. As children and grandchildren inherit these trusts.

United States Commercial

PR

Proskauer Rose 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

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

Schulte Roth & Zabel LLP

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

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

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Latest Videos

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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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