United States: Trusts

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Protecting An Estate Beneficiary With Addiction Issues Through California Estate Planning

Navigate estate planning for a beneficiary with addiction issues in California. Learn to protect their interests with spendthrift trusts and smart strategies.

United States Family

O

Opelon

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

California Estate Planning Case Study: Discover how real families in California overcame complex legal and financial challenges through smart trust-based strategies.

United States Family

O

Opelon

How A Right Of First Refusal Shapes Startup Equity And Control

When one of your stockholders wants to sell, a right of first refusal ("ROFR") clause gives someone else, often the company or its investors, the right to step in and buy those shares first, on the same terms as any outside offer.

United States Commercial

C

Crowley Law LLC

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

As a trust and estates attorney for professional athletes, I was shocked when news broke that fintech start-up Aspiration owed the LA Clippers small forward, Kawhi Leonard's personal LLC...

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

Estate Planning Essentials For Seamless Wealth Transfer

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

California Air Resources Board Publishes Draft SB 261 Guidance

United States Commercial

RG

Ropes & Gray LLP

Silicon, Sanctions And Security: How National Security Laws Are Reshaping The Semiconductor Industry (Video)

United States Government

FL

Foley & Lardner

Artificial Intelligence 2025 - Trends And Developments

United States Technology

SJ

Steptoe LLP

Stop ERP Failures: Critical Mistakes To Avoid In Your Digital Transformation (Video)

United States Strategy

TS

Taft Stettinius & Hollister

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

United States International

J

JAMS

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.

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

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

United States Family

HG

Harvey Law Group

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

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

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

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)

United States Commercial

PR

Proskauer Rose LLP

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

On January 1, 2026 federal gift and estate tax exemptions are due to revert to 2017 levels of approximately $7 million for individuals and $14 million for couples.

United States Tax

FL

Fennemore

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

The Corporate Transparency Act (CTA), passed into law on January 1, 2021 in an effort to crack down on money laundering and other financial crimes, requires certain entities to report...

United States Commercial

PR

Proskauer Rose LLP

FinCEN Issues Final Rule Requiring AML Reporting For Real Estate Sector

On Aug. 29, 2024, the Financial Crimes Enforcement Network ("FinCEN"), a bureau of the United States Department of the Treasury, issued a final rule ("Final Rule")...

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

In Maryland the use of Indemnity Deeds of Trust are a simple path to save your borrowers $5 to $7 per thousand on their closing costs for commercial loans, but proper structuring of the transaction...

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

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

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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

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

FL

Foley & Lardner

Trustee Notifications (Video)

LG

Lathrop GPM

Private Family Trust Companies (Video)

VW

Duggan Bertsch

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