Estates Trusts

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Published Title Organization
Jul
1
2020
 Wealth Management Update: July 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intrafamily Loans and Split-Interest Charitable Trusts Proskauer Rose LLP
Jun
22
2020
 Where’s the Will? Indiana Court of Appeals Reverses Trial Court’s Presumption of Revocation for Lost Will Faegre Drinker
Jun
19
2020
 Companies Should Know When Their Customers Die: Court Rendered Judgment For An Estate Who Was Sued By An Annuity Company For Overpayments Winstead
Jun
18
2020
 Indiana Court of Appeals Affirms That Will Was Product of Undue Influence Faegre Drinker
Jun
17
2020
 Probating a Copy of a Will if Original Can't Be Found Stark & Stark
Jun
16
2020
 Supreme Court Holds Defined Benefit Plan Participants Lack Standing to Sue Over Allegedly Imprudent Investment Decisions Epstein Becker & Green, P.C.
Jun
14
2020
 Texas Court Held A Claim For An Heirship Proceeding Was Barred By Limitations Even Though A New Statute Provides For No Limitations For Heirship Proceedings Winstead
Jun
14
2020
 Court Rejected A Trustee’s Objection To Personal Jurisdiction In His Individual Capacity But Affirmed The Objection In His Capacity As Trustee Winstead
Jun
11
2020
 Webinar: Your College-Aged Child is an Adult. Now What? Ward and Smith, P.A.
Jun
11
2020
 Insights on Estate Planning | Part I: 2020 Estate Planning Opportunities [VIDEO] Wiggin and Dana LLP
Jun
10
2020
 Special Needs Spotlight Webinar Series: Integrating Financial & Legal Planning for Families with a Child with a Disability Norris McLaughlin P.A.
Jun
8
2020
 New York Estate Tax and Its Dreaded “Cliff” Wiggin and Dana LLP
Jun
4
2020
 Texas Supreme Court Holds That There Was No Trust Protecting Church Assets And A Withdrawing Faction Was Entitled To Those Assets Winstead
Jun
3
2020
 Is it Time to "Use it or Lose it?" Ward and Smith, P.A.
May
31
2020
 Court Affirmed A Trial Court’s Holdings On The Removal Of A Trustee, The Trustee’s Discretion To Construe A Trust, A Trustee’s Advice Of Counsel And In Terrorem Defenses, And The Termination Of A Trust Winstead
May
29
2020
 New Electronic Delivery Option for ERISA Retirement Plan Information (US) Squire Patton Boggs (US) LLP
May
29
2020
 Non-Residents Owning Real Estate in Connecticut – Possible Strategy for Minimizing Tax Wiggin and Dana LLP
May
29
2020
 Department of Labor Finalizes New Safe Harbor for Electronic Delivery of Retirement Plan Disclosures Proskauer Rose LLP
May
28
2020
 Lack of Data Impacts Efforts to Fight Pensions Scams Squire Patton Boggs (US) LLP
May
22
2020
 Administering A Trust In A Recession: Securing Loans For Beneficiaries Winstead
May
21
2020
 Grantor Retained Annuity Trusts (GRATS) Wiggin and Dana LLP
May
21
2020
 IRS Provides Tax Relief Relating to Travel Disruptions Due to the COVID-19 Pandemic Mintz
May
14
2020
 COVID-19 Ate My Homework – Recent Extensions and Relief for Retirement Plans McDermott Will & Emery
May
13
2020
 Magistrate Suggests Dismissing A Settlor’s Claim Against Trust Protector Because Of A Lack Of Fiduciary Duty Winstead
May
13
2020
 Court Held That Statutory Probate Court Had Jurisdiction To Grant A Rule 202 Pre-Suit Deposition Winstead
May
11
2020
 Weekly IRS Roundup May 4 – May 8, 2020 McDermott Will & Emery
May
8
2020
 IRS Clarifies Stimulus Checks Sent to Deceased Taxpayers Must Be Returned Davis|Kuelthau, s.c.
May
7
2020
 IRS Provides Clarity for Retirement Plans on CARES Act COVID-Related Distributions and Loans Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
May
7
2020
 Uncertainty, COVID-19 and Estate Planning: A Unique Opportunity to Plan Greenberg Traurig, LLP
May
5
2020
 COVID-19: Tax Considerations for REITs Proskauer Rose LLP
May
5
2020
 New NC Law Relaxes Requirements for Execution of Estate Planning Documents Ward and Smith, P.A.
Apr
30
2020
 Choosing a Guardian and Conservator for Minor Children Varnum LLP
Apr
29
2020
 2020 Required Minimum Distributions from Retirement Accounts Have Been Waived Stark & Stark
Apr
28
2020
 Fifth Circuit Rules that Law Firm Clients’ Identities Are Not Privileged McDermott Will & Emery
Apr
28
2020
 Texas Probate Court Did Not Have Subject Matter Jurisdiction Over A Title Dispute To Real Property In Louisiana Winstead
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