Article
Understanding Grantor Trusts: A Complete Guide For Oklahoma Residents
How These Powerful Estate Planning Tools Can Transform Your Wealth Transfer Strategy...
Cantrell Law Firm
United States: Trusts
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.
Article
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)...
MGO CPA LLP
Article
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.
Offit Kurman
Article
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...
Ballard Spahr LLP
Article
Portability Pitfalls: Why Complete And Accurate Estate Tax Returns Matter
Farrell Fritz, P.C.
Article
Selling Your Business? Wealth Planning Tips To Prepare
Kaufman Rossin
Article
When A Corporate Trustee May Be A Disadvantage For Your Trust
Offit Kurman
Video
Navigating Solo Aging With Dr. Gerda Maissel (Video)
Offit Kurman
Video
CareYaya: A Revolutionary Approach To Elder Care (Video)
Offit Kurman
Article
Choosing A Trustee: Navigating The Complexities And Key Considerations (Podcast)
Offit Kurman
Article
Establishing A Family Office: 5 Essential Tips For Getting Started
Fennemore
Article
The Use Of Trusts In Mortgage Loan Financing
Sheppard Mullin Richter & Hampton
Article
The Consequences Of Deception: Defendant Hit With $4.5 Million Judgment After 12-Year "Wild Goose Chase Based On A Lie"
Farrell Fritz, P.C.
Article
Revocable vs. Irrevocable Trusts: Which One Is Right For You?
Tully Rinckey
Curated
What Honeybees Have Taught Me About Dispute Resolution
JAMS
Article
AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix
RPX Corporation
Curated
2025 Trade Policy Agenda Provides Rationale For Trump Tariff Actions
Braumiller Law Group, PLLC
Article
From Copyright Case To AI Data Crisis: How The New York Times v. OpenAI Reshapes Companies' Data Governance And EDiscovery Strategy
Nelson Mullins Riley & Scarborough LLP
Curated
One Size Doesn't Fit All: Customizing Dispute Resolution For Commercial Contracts
JAMS
Article
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...
Buchanan Ingersoll & Rooney PC
Article
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.
Harvey Law Group
Article
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.
Sheppard Mullin Richter & Hampton
Article
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.
Farrell Fritz, P.C.
Article
Family Wealth Protection Strategies
Seder & Chandler
Article
How Tariffs Impact Business Transfers
Farrell Fritz, P.C.
Article
Maintaining S Corporation Status: Eligibility Requirements, Termination Risks, And IRS Relief Options
Farrell Fritz, P.C.
Article
Ethica Ex Machina Or: How I Learned To Stop Worrying And Love ChatGPT | Ethical Considerations For Trusts And Estates Attorneys Using Generative AI
Sheppard Mullin Richter & Hampton
Podcast
Combining Trusts To Reduce Complexity And Costs Can Be Harder Than You Think (Podcast)
Proskauer Rose LLP
Article
Maryland Emergency Regulations
Cadwalader, Wickersham & Taft LLP
Article
New Jersey Appellate Court Affirms Rescission Of Policies Based On Law Firm's Misrepresentation In Applications
Wiley Rein
Article
Maryland Guidance Applies Licensing Requirements To Assignees Of Residential Mortgage Loans
Mayer Brown
Article
Pryor Cashman Announces The Arrival Of Trusts + Estates Partner Brian Sweet
Pryor Cashman LLP
Article
Insights On Preparing For The Federal 2026 Trust And Estate Tax Changes And California's Proposition 19
Fennemore
Article
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.
Wiley Rein
Article
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...
Mayer Brown
Article
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.
Pryor Cashman LLP
Article
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.
Fennemore
Article
Key Concerns For Trusts And Estates Pertaining To The Corporate Transparency Act
Proskauer Rose LLP
Article
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...
Spencer Fane
Article
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.
Carter Ledyard & Milburn
Article
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.
ArentFox Schiff
Article
Trusts And Estates Newsletter - Corporate Transparency Act
The Corporate Transparency Act (the "Act"), passed in connection with the National Defense Authorization Act for Fiscal Year 2021, went into effect on January 1, 2024.
Shipman & Goodwin LLP
Article
Thoughtful Estate Planning Calls For Architectural Construction Plans In Advance Of Drafting – Which Trust Structure Fits Your Stewardship Plan?
Marcum
Article
The Strategy Behind Spousal Lifetime Access Trusts (SLATs)
Dunlap Bennett & Ludwig
Article
FinCEN Finalizes Residential Real Estate Reporting Requirements
Mayer Brown
Article
Navigating New Disclosures Under The Corporate Transparency Act
Ruberto, Israel & Weiner
Article
Advising Clients In Light Of Connelly v. US
Ruberto, Israel & Weiner
Article
Leveraging The Succession Matrix® – Business Advisor Testimonial
IR Global
Podcast
The Art & Science Of Business Exit Planning (Podcast)
Duggan Bertsch
Podcast
A Business Exit Strategy Blueprint (Podcast)
Duggan Bertsch
Article
CLM/Women Newsletter Vol. 1
Carter Ledyard & Milburn
Article
Tennessee Trust Bill Takes Effect And Makes Important Changes To The State's Trust Laws
Holland & Knight
Article
Connelly v. United States: Supreme Court Rules Redemption Buy-Sell Increased Estate Taxes
Reinhart Boerner Van Deuren s.c.
Article
Supreme Court Case Prompts Estate Tax Considerations For Businesses
Kaufman Rossin
Article
Revocable Trusts, Irrevocable Trusts, And Changing With The Times
Withers LLP
Article
2024 Legislative Update: New Laws To Take Effect July 1
Barrett McNagny
Article
Q&A With Anne Paape, Managing Director And Senior Fiduciary Counsel At Cresset
Robins Kaplan
See more
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Offit Kurman
CareYaya: A Revolutionary Approach To Elder Care (Video)
Offit Kurman
Ten Minute Interview: How To Mitigate Trustee Liability (Video)
Foley & Lardner
Trustee Notifications (Video)
Lathrop GPM
Private Family Trust Companies (Video)
Duggan Bertsch