| Apr 13 2022 |
Court Held That A Beneficiary’s Claims Against The Estate Of The Trustee Was Not Barred By Limitations |
Winstead |
| Apr 11 2022 |
Weekly IRS Roundup April 3 – April 9, 2022 |
McDermott Will & Emery |
| Apr 8 2022 |
Favorable Changes to Estate, Gift and GST Tax Laws Under the Tax Cuts and Jobs Act |
Mintz |
| Apr 5 2022 |
Court Affirmed Admission Of Will To Probate Over Challenges To Testimony Based On Lack Of Medical Training By A Non-Medical Witness And From An Anesthesiologist |
Winstead |
| Apr 5 2022 |
Texas Court Held That Wife’s Trust Funds Were Her Separate Property And Was Not Converted To Community Property Despite Being Transferred To A New Trust |
Winstead |
| Mar 30 2022 |
Red Flags Indicating a Potentially Invalid Will |
Stark & Stark |
| Mar 27 2022 |
Appellate Court Held That It Did Not Have Jurisdiction Over A Probate Court’s Order Denying A Motion For Summary Judgment And Motion To Vacate Appointment Of A Successor Administrator |
Winstead |
| Mar 25 2022 |
The Internal Revenue Service (IRS) Issues Proposed Minimum Distribution Rules |
Stark & Stark |
| Mar 16 2022 |
Thinking of Establishing Florida Residency? What to Consider Before Changing Your Legal Residence |
Varnum LLP |
| Mar 16 2022 |
The Big Reveal: Corporate Transparency and What It Means for Pension Scheme Trustees |
Squire Patton Boggs (US) LLP |
| Mar 14 2022 |
Bankruptcy 101: The “Estate” and “Property of the Estate” |
Nelson Mullins |
| Mar 13 2022 |
Texas Court Rejects Trustee’s Objection to Personal Jurisdiction |
Winstead |
| Mar 13 2022 |
Court Affirmed Order Granting Injunction to Allow Successor Trustees to Manage a Business Owned By a Trust |
Winstead |
| Mar 11 2022 |
Make Estate Planning a Point of Focus in 2022 |
Ward and Smith, P.A. |
| Mar 4 2022 |
Court Holds That Trust Was Not Ambiguous and Provided the Trustee Discretion in Making Income Distributions |
Winstead |
| Mar 4 2022 |
Key Tax Planning Rates for March 2022 |
Nelson Mullins |
| Mar 2 2022 |
The Annual Exclusion for Gift Taxes has Increased to $16,000 – What Issues Should I Consider? |
Stark & Stark |
| Feb 14 2022 |
Court Reversed Summary Judgment Against Trustee Where Beneficiary’s Affidavit Evidence Was Conclusory |
Winstead |
| Feb 14 2022 |
Nearly 700 Reports Financial Abuse of Elders/Dependent Adults Received By DFPI |
Allen Matkins Leck Gamble Mallory & Natsis LLP |
| Feb 14 2022 |
Court Held That The Estate Planning Privity Rule Barred Granddaughter’s Claim For Malpractice Against Her Grandmother’s Attorneys Regarding The Failure To Execute A New Will |
Winstead |
| Feb 10 2022 |
IRS Provides Temporary Guidance on Stock Distributions by Publicly Offered RICs and REITs |
Vedder Price |
| Feb 8 2022 |
Removal of An Executor of An Estate |
Stark & Stark |
| Feb 8 2022 |
Power of Attorney: Useful, When Executed Correctly! |
Strassburger McKenna Gutnick & Gefsky |
| Feb 2 2022 |
Probate & Fiduciary Litigation Newsletter - February 2022 |
Goulston & Storrs |
| Feb 2 2022 |
FDIC Modifies Deposit Rules for Trusts |
Nelson Mullins |
| Jan 21 2022 |
Separate Property Basics Part III: It’s Yours, But Could Be Mine |
Varnum LLP |
| Jan 14 2022 |
DOL Statement on Private Equity Investment Emphasizes Fiduciary Responsibility |
Proskauer Rose LLP |
| Jan 10 2022 |
FinCEN Seeks Guidance on Applying Corporate Transparency Act Reporting Obligations to Trusts and Estates |
McDermott Will & Emery |
| Jan 6 2022 |
Gift, Estate, and GST Tax Exclusion and Exemption Amounts: The Numbers Go Up! |
Pierce Atwood LLP |
| Jan 3 2022 |
Gift and Estate Tax Changes |
Stark & Stark |
| Jan 2 2022 |
Court Holds That Probate Court Had Jurisdiction Over Inter Vivos Trust Dispute And That A Beneficiary Waived A Complaint About A “No Liability” Order For A Trustee |
Winstead |
| Dec 28 2021 |
2021 Year-End Estate Planning Update |
Much Shelist, P.C. |
| Dec 3 2021 |
House Bill Proposes Changes for Estate Planning Under the Build Back Better Act; Senate Yet to Act |
Varnum LLP |
| Nov 22 2021 |
2021 Year-End Estate Planning Advisory |
Katten |
| Nov 22 2021 |
Counsel Fee Award When Contesting A Will |
Stark & Stark |
