Topic
Irrevocable trusts
63 published works
Archer Estate & Trust Litigation Law
Pennsylvania Superior Court Upholds Orphan’s Court Finding that Mistake of Law is Not an Unanticipated Circumstance to Warrant Termination of Trust
In the Matter of Peterson Family Irrevocable Trust, 333 A.3d 453 (Pa. Super. 2025) Don I. and Marjorie R. Peterson (Appellants”) sought to terminate the Peterson Family Irrevocable Trust (the…
Mile High Estate Planning
8 Hidden Dangers of Irrevocable Trusts (and How to Avoid Them)
By Blake Harris
Mile High Estate Planning
Here are the Common Types of Irrevocable Trusts and How They Work
By Blake Harris
Quick Summary This article explains the most common types of irrevocable trusts, including Asset Protection Trusts, Crypto Asset Protection Trusts, ILITs, Charitable Remainder Trusts, and Special Needs Trusts. Learn how…
Mile High Estate Planning
Who Owns the Property in an Irrevocable Trust? We Break Down the Legal Details
By Blake Harris
Quick Summary This article explains who legally owns property in an irrevocable trust and how ownership impacts asset protection. It covers the roles of trustees, grantors, and beneficiaries, highlighting how…
Mile High Estate Planning
Can You Add Assets to an Irrevocable Trust? A Complete Guide
By Blake Harris
Quick Summary This article answers a question we get a lot here at Blake Harris Law—“can I add assets to an irrevocable trust once it’s established?” We’ll give you a…
Queens Estate Law Blog
Why you should not create an Irrevocable Trust and the stepped up basis
By Jason Stern
Historically, both NY estate lawyers and financial advisors alike convinced New Yorkers… Continue reading “Why you should not create an Irrevocable Trust and the stepped up basis”… The post Why…
Future Focused
The Connecticut Uniform Trust Decanting Act: What You Need to Know
By Daniel L. Daniels, Ruth Fortune
In a previous Wiggin and Dana advisory, we highlighted a new “decanting” statute in Connecticut. As described in that advisory, effective January 1, 2025, Connecticut will specifically authorize “decanting” the…
Leaving A Loving Legacy
The Trust Conundrum: Exploring Revocable vs. Irrevocable Trusts
This guide explores the differences between revocable and irrevocable trusts under New York State law. Whether you need one or both depends on your unique circumstances. Understanding Revocable Trusts Think…
Wills, Trusts & Estates Prof Blog
An Unexpected Meaning of Bequest in Black’s Law Dictionary Sheds New Light on the IRS’s No-Basis Adjustment Ruling for Irrevocable Trusts
The term "bequest" is not straightforward, and its complexity is often overlooked, even by lawyers. Black's Law Dictionary is considered authoritative, and a close reading of its definition is crucial.…
Wills, Trusts & Estates Prof Blog
An Unexpected Meaning of Bequest in Black’s Law Dictionary Sheds New Light on the IRS’s No-Basis Adjustment Ruling for Irrevocable Trusts
The term "bequest" is not straightforward, and its complexity is often overlooked, even by lawyers. Black's Law Dictionary is considered authoritative, and a close reading of its definition is crucial. In…