Recent Family, Divorce, Inheritance, Estate & Trust Law News

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Mar
1
2023
 Appellate Court Affirmed An Order Denying A Beneficiary’s Request For Injunctive Relief To Require A Trustee To Reimburse The Trust For Attorney’s Fees Spent Defending Breach Of Fiduciary Duty Claims Winstead
Feb
21
2023
 Court Construes A Trust To Allow A Trustee To Sell Real Estate And To Consider The Proceeds As Principal Of The Trust Winstead
Feb
13
2023
 Increased Gift and Estate Tax Exemption Amounts for 2023 Foley & Lardner LLP
Jan
31
2023
 New Texas Bill Would Provide Qualified Release Relief To Trustees Who Deliver Adequate Accountings Without A Timely Objection By The Beneficiary Winstead
Jan
30
2023
 Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court Winstead
Jan
30
2023
 Court Affirms Judgment In Divorce Proceeding That Property Was Community Even Though It Was Purchased With Trust Assets Winstead
Jan
25
2023
 Trust Administration and Estate Planning in the Age of Climate Change Goulston & Storrs
Jan
23
2023
 2023 Federal and State Estate and Gift Tax Summary Pierce Atwood LLP
Jan
17
2023
 Court Affirmed Summary Judgment For A Financial Advisor Due To The Dead Man’s Rule Arising From Claim That He Failed To Change A Beneficiary Designation Winstead
Jan
4
2023
 Are Your Retirement Accounts SECURED? Action Steps for Plan Participants and IRA Owners Ward and Smith, P.A.
Dec
14
2022
 401(k) Compliance Check #12: Don’t Borrow Trouble – Correcting Retirement Plan Loan Errors Foley & Lardner LLP
Dec
13
2022
 IRS Announces 2023 Increases to Estate and Gift Tax Exclusions Miller Canfield
Dec
12
2022
 Estate Planning for Football Season Ticket Holders Varnum LLP
Dec
1
2022
 FRB and FDIC Provide Resolution Plan Feedback to Eight U.S. G-SIBs Cadwalader, Wickersham & Taft LLP
Nov
21
2022
 2022 Year-End Estate Planning Update K&L Gates LLP
Nov
21
2022
 Preventing Post-Death Issues for a Wisconsin Will: Where There’s a Will, There’s a Way
Nov
21
2022
 Three Options for Charitable Giving
Nov
17
2022
 2022 Year-End Estate Planning Advisory Katten
Nov
16
2022
 401(K) Compliance Check #11 – Tackling Beneficiary Designations Foley & Lardner LLP
Nov
15
2022
 Court Holds That Trustee Who Engaged In Self-Interested Transactions Did Not Have Standing To Challenge Guardianship Proceeding Involving The Beneficiary Winstead
Oct
30
2022
 Texas Supreme Court Justice Authors Opinion Arguing That Claim Regarding Contingent Remainder Beneficiary Status Was Ripe Winstead
Oct
26
2022
 IRS Provides Updated Gift Exclusions for 2023 Strassburger McKenna Gutnick & Gefsky
Oct
21
2022
 Inflation Brings Estate And Gift Tax Changes Stubbs Alderton & Markiles, LLP
Oct
17
2022
 Enforcement Of Will/Trust Provisions Giving The Fiduciary The Power To Construe The Document Winstead
Oct
11
2022
 Ambiguities in a Will – The Doctrine of Probable Intent Stark & Stark
Oct
11
2022
 Probate & Fiduciary Litigation Newsletter - October 2022 Goulston & Storrs
Oct
9
2022
 With Recent Court Decision, Out-of-State Owners of New York Houses Can Breathe Easier Proskauer Rose LLP
Oct
3
2022
 Greener Pastures: Five Things to Consider When Leaving One Jurisdiction for Another Katten
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