In Reece Trust v. Reece, a husband created a trust for his wife, and they then began divorce proceedings. No. 22CA1393, 2023 COA 89, 2023 Colo. App. LEXIS 1456 (Colo. App. September 28, 2023). Before the divorce could become final,
Court Held That The TCPA Does Not Apply To Claim Involving Texas Trust Code Section 113.28 And Suits Against Third Parties
In McCoy v. McCoy, trust beneficiaries sued the trustee for breaching his fiduciary duties by pursing claims against a third party when they instructed him not to do so. No. 08-23-00119-CV, 2023 Tex. App. LEXIS 6604 (Tex. App.—El Paso August
FINRA Proposes to Relax Communications Rule for Institutional Investors and Qualified Purchasers
The proposed amendment seeks to modify the existing framework of FINRA Rule 2210 to accommodate the use of certain projections and targeted returns.
By Stephen P. Wink, Marlon Paz, Gail Neely, Naim Culhaci, Matthew Lee,
VA Urges Servicers to Implement Foreclosure Moratorium on VA Loans
The U.S. Department of Veterans Affairs (VA) recently issued Circular 26-23-25 in which VA “is strongly encouraging a foreclosure moratorium on all VA-guaranteed loans through May 31, 2024.” Additionally, VA “urges servicers to cease initiating, continuing, and/or completing foreclosures on
FHA Proposes Enhancements to its 203(k) Rehabilitation Mortgage Loan Program
The Federal Housing Administration (FHA) recently proposed enhancements to its 203(k) rehabilitation mortgage loan program. The proposed enhancements are set forth in a draft Mortgagee Letter. FHA will accept feedback on the proposed enhancements, via its Single Family Drafting
Over age 55 – an easy way and a hard way.
Once you have ruled out your ability to perform your past relevant work at Step 4 of Social Security’s sequential disability evaluation, then at Step 5 of the evaluation Social Security considers your ability to transition to other work,
Navigating certification for Advanced Air Mobility
Originally published by Aerospace Testing International in ‘Showcase 2024 ‘
The Advanced Air Mobility sector is poised for sustainable growth and offers a plethora of opportunities to aerospace professionals who are considering including in their portfolios eVTOL aircraft and associated
Securities Suit Alleges “Macroeconomic Headwinds” Undercut IPO Company
Throughout 2023, I have noted examples of securities class action lawsuit filings involving companies whose operations or financial results were undercut by adverse macroeconomic conditions. The specific adverse economic conditions involved have included, for example, rising interest rates, heightened economic
Latest edition of the Regulatory Initiatives Grid published
On 30 November 2023, the FCA published the latest edition of the Regulatory Initiatives Grid from the Financial Services Regulatory Initiatives Forum. The Forum is made up of representatives of the Bank of England, the Competition and Markets Authority, the
FCA publishes statement on communications in relation to PRIIPs and UCITS
On 30 November 2023, the FCA published a statement on communications in relation to packaged retail and insurance-based investment products (PRIIPs) and undertakings for collective investment in transferable securities (UCITS).
The statement relates to concerns raised about costs and charges