Estates Trusts

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Sep
10
2024
Court Reversed Summary Judgment on Whether a Person was the Current Trustee and on Certain Modification Claims but Affirmed Summary Judgment Rejecting Termination of the Trust and on Other Modification Claims Winstead
Sep
9
2024
Supreme Court Holds Life Insurance Proceeds Paid to Closely-Held Corporation to Fund Buy-Sell Agreement Increases Estate Tax on Deceased Shareholder’s Estate Polsinelli PC
Sep
7
2024
Trust Modification - By Book, Hook, and Crook [Podcast] Wealth Care Lawyer
Sep
6
2024
Would the Transfer of a Sanctioned Entity’s Shares to a Trust be Effective Enough to Ensure an EU Company’s Shares are No Longer Under the Control of, or Related to, a Sanctioned Shareholder? McDermott Will & Emery
Sep
2
2024
Texas Supreme Court Reverses Order in Trust Dispute Granting a Constructive Winstead
Aug
30
2024
Don’t Let the Power Go Sour - Pitfalls of Powers of Appointment [Podcast] Wealth Care Lawyer
Aug
27
2024
Supreme Court Issues Ruling Affecting Valuation of Closely Held Corporations Employing Life-Insurance-Funded Redemption-Type Buy-Sell Agreements Blank Rome LLP
Aug
26
2024
Going for Gold: Keeping Your 401(k)’s 5500 Reports Both Timely and Error-Free Foley & Lardner LLP
Aug
26
2024
Court Affirmed Holding That Plaintiffs Did Not Have Standing To Sue Regarding A Charitable Trust Winstead
Aug
25
2024
2025: SLATs on the Brink of a Rapid Rise in Popularity? [Podcast] Wealth Care Lawyer
Aug
24
2024
Sixth Circuit Explores the General Law of Wrongdoership Squire Patton Boggs (US) LLP
Aug
21
2024
QPAM Exemption Initial Notification Deadline Nearing Katten
Aug
20
2024
Court Affirmed the Removal of an Executor for Gross Mismanagement Winstead
Aug
19
2024
Eleventh Circuit Reiterates that Burden of Proving Loss Causation Stays with Plaintiffs Proskauer Rose LLP
Aug
16
2024
QTIPs - Not Only for Dumb Spouses [Podcast] Wealth Care Lawyer
Aug
15
2024
Assessing the Recent Claims Against Sellers and Other Non-Trustees in Lawsuits Relating to ESOPs [Video] McDermott Will & Emery
Aug
14
2024
DOL's Fiduciary Rule: The Latest Developments K&L Gates
Aug
13
2024
Sunset and Cloudy Skies on Horizon for Federal Estate Taxation Pierce Atwood LLP
Aug
11
2024
Employer Indemnities – Will They Work If Push Comes to Shove? Squire Patton Boggs (US) LLP
Aug
11
2024
Court Granted Motion To Abate A Suit To Remove A Trustee In District Court Because A First Filed Suit In A County Court At Law Had Primary Jurisdiction Winstead
Aug
9
2024
Is the Common GRAT Facing Extinction in 2025? [Podcast] Wealth Care Lawyer
Aug
9
2024
The Case for the Welfare Plan Fiduciary Committee McDermott Will & Emery
Aug
7
2024
Reflections on The UK Pensions Regulator’s (TPR) Powers that Could See Insolvency Practitioners Facing £1 Million Fines Squire Patton Boggs (US) LLP
Aug
6
2024
Fifth Circuit Remands ESG Rule in First ERISA Test Case Post-Chevron Jackson Lewis P.C.
Aug
4
2024
Court Determined That A Deed Did Not Create A Trust Winstead
Aug
3
2024
Grantor Trusts Rules - Will the Loopholes be Closed in 2025? [Podcast] Wealth Care Lawyer
Aug
2
2024
Here Comes the Sun: Keep the Sunscreen Handy When Dealing with IRA Credits Jones Walker LLP
Jul
30
2024
Cross-Plan Offsetting: Recent Eighth Circuit Opinion Affirms Dismissal of Cross-Plan Offsetting Case Concluding Plaintiffs Did Not Sufficiently Establish Injury ArentFox Schiff LLP
Jul
30
2024
New York Compulsory Accounting Proceedings—A Valuable Tool to Provide Transparency or a Means to Extort a Settlement Blank Rome LLP
Jul
28
2024
Court Affirmed Dismissing Application To Probate Foreign Will Winstead
Jul
26
2024
Ten Minute Interview: Art Ownership [Video] Foley & Lardner LLP
Jul
26
2024
The IRS Annuity Exclusion Ratio vs. the Money’s Worth Calculation [Podcast] Wealth Care Lawyer
Jul
25
2024
Unlocking the Power of Equity-Based Incentive Compensation: Basics of Nonqualified Stock Options and Stock-Settled Stock Appreciation Rights for Employers in the Manufacturing Industry Foley & Lardner LLP
Jul
23
2024
How to Prevent a Lawsuit Over Retirement Plan Forfeitures Bradley Arant Boult Cummings LLP
Jul
23
2024
The Demise of the Chevron Doctrine Begins to Impact ESG Jurisprudence Mintz
 
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