| 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 |
