| Dec 12 2023 |
Texas Court Approves Accounting In An Estate Dispute |
Winstead |
| Dec 12 2023 |
Texas Court Holds That Venue Is Appropriate In County Where The Trustee Resided Under The Texas Trust Code, Which Trumps Other Venue Statutes |
Winstead |
| Dec 12 2023 |
Ten Minute Interview: Corporate Transparency Act [Video] |
Foley & Lardner LLP |
| Dec 7 2023 |
Estate of Michael Jones: A Reminder to Keep Designations of Non-Probate Assets Consistent with Your Testamentary Intentions |
Norris McLaughlin P.A. |
| Dec 5 2023 |
No One Can Contest a New York Will If It Includes an In Terrorem Clause. Right? Right?!?!?!!? |
Blank Rome LLP |
| Dec 1 2023 |
Colorado Case Holds That A Beneficiary’s Lifestyle Is Judged At The Time That The Settlor Dies Or When The Trust Becomes Irrevocable |
Winstead |
| Dec 1 2023 |
Court Held That The TCPA Does Not Apply To Claim Involving Texas Trust Code Section 113.28 And Suits Against Third Parties |
Winstead |
| Nov 22 2023 |
Long-Awaited Tax Package Provides Some Relief from Archaic Massachusetts Estate Tax Laws |
Pierce Atwood LLP |
| Nov 22 2023 |
Employee Ownership Trusts Update – The Tax Incentives that Everyone was Hoping For |
Mintz |
| Nov 20 2023 |
2024 Estate Planning Outlook: Transfer Tax Changes are on the Horizon |
ArentFox Schiff LLP |
| Nov 20 2023 |
Michigan Adopts the Uniform Power of Attorney Act |
Varnum LLP |
| Nov 17 2023 |
Corporate Transparency Act’s Reporting Requirements: Impact on the Private Client |
Varnum LLP |
| Nov 16 2023 |
The Short Time Period to Contest a Will |
Stark & Stark |
| Nov 10 2023 |
Valuing Noncash Charitable Donations, Including Digital Assets |
ASKramer Law |
| Nov 10 2023 |
Shifting the Burden of Proof During a Will Contest |
Stark & Stark |
| Nov 10 2023 |
Courts Have Ordered Trial Courts To Grant TCPA Motions To Dismiss Based On No-Contest Clause Claims |
Winstead |
| Nov 1 2023 |
Probate & Fiduciary Litigation Newsletter - November 2023 |
Goulston & Storrs |
| Oct 27 2023 |
Court Rules That There Is No Right to a Jury Trial in a Trust Modification Suit and Affirms the Modifications of a Trust |
Winstead |
| Oct 20 2023 |
Guardianship vs. Power of Attorney: What Do I Need? |
Stark & Stark |
| Oct 20 2023 |
How to Solve Estate Planning Challenges: Q&A with Lindsey Paige Markus of Chuhak & Tecson, P.C. |
The National Law Review / The National Law Forum LLC |
| Oct 18 2023 |
Proposed Bipartisan Legislation on Opportunity Zones and Qualified Opportunity Funds Would Extend the Investment and Gain Deferral Period By Two Years and Permit Investment in a Fund of Funds |
ArentFox Schiff LLP |
| Oct 12 2023 |
The Pitfalls of Probate and Why to Avoid It OR Proactive Planning Can Save You from Probate |
Chuhak & Tecson, P.C. |
| Oct 10 2023 |
Court Affirms Receivership In Trust Case Based Solely On An Alleged Failure To Disclose And Did Not Require Traditional Equitable Requirements For Receivership Relief |
Winstead |
| Oct 10 2023 |
Increasing the Available Gift and Estate Tax Exemption for a Surviving Spouse |
Blank Rome LLP |
| Oct 6 2023 |
Estate Tax Changes Included in New Massachusetts Tax Relief Package |
Mintz |
| Oct 4 2023 |
Massachusetts Doubles Estate Tax Threshold as Part of $1 Billion Tax Reform Act |
Goulston & Storrs |
| Oct 4 2023 |
To Trust, or Not to Trust: That Is the Question |
Blank Rome LLP |
| Oct 3 2023 |
The Corporate Transparency Act: Through a Family Office Lens |
K&L Gates LLP |
| Oct 2 2023 |
Court Reversed Summary Judgment And Held That There Was A Fact Issue On Whether The Testator Had Mental Capacity To Execute A Will |
Winstead |
| Sep 28 2023 |
IRS Disallows Step-Up in Tax Cost Basis for Assets Held by an Irrevocable Grantor Trust |
Blank Rome LLP |
| Sep 21 2023 |
Estate Administration – The Not-So-Hidden Exception to Self-Dealing Prohibitions |
ArentFox Schiff LLP |
| Sep 19 2023 |
Successfully Dividing Business Assets in a Marital Divorce: Creative Options for Valuing and Dividing Private Company Interests |
Bradley Arant Boult Cummings LLP |
| Sep 12 2023 |
Don’t Wait until Time Is Up |
Blank Rome LLP |
| Sep 11 2023 |
Court Holds That an Order Was Not Final for Appeal Where There Was Still an Issue of Intestancy Remaining to Be Determined |
Winstead |
| Sep 6 2023 |
Court Affirms Finding Of An Oral Trust And Breach Of Duty By The Trustee |
Winstead |
