Topic
Trust
1,085 published works
To Your Better Future
Understanding the Difference Between Estate Planning and Financial Planning
By Pooja Arora, Attorney
Have you ever wondered what would happen to your assets, loved ones, or financial future if something unexpected occurred? Whether you’re preparing for retirement, leaving a legacy for your family,…
Future Focused
Ep. 36 – Speaker Series: Divorce-Proofing Your Dynasty with Trusts
Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets…
Future Focused
Speaker Series: Divorce-Proofing Your Dynasty with Trusts
Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets…
European Union and Italian International Tax Law Blog
Trust termination by mutual consent triggers no tax, settlor regains title to trust assets, Italian Tax Agency rules
By Marco Rossi
With Ruling n. 165 issued on August 8, 2024, the Italian Tax Administration ruled on a matter in which a trust was terminated by mutual agreement of the settlor, trustees,…
Wills, Trusts & Estates Prof Blog
Structuring Tax-Efficient Trust Decantings After ‘the Guidance’
The article discusses the impact of IRS Chief Counsel Advice Memorandum 202352018 (CCA) on the practice of trust decanting in estate planning. Trust decanting involves transferring assets from one trust…
Wills, Trusts & Estates Prof Blog
Structuring Tax-Efficient Trust Decantings After ‘the Guidance’
The article discusses the impact of IRS Chief Counsel Advice Memorandum 202352018 (CCA) on the practice of trust decanting in estate planning. Trust decanting involves transferring assets from one trust…
Meissner, Joseph, Palley & Ruggles
Do you have to change a California Scholarshare 529 account after the death of an owner?
By John Palley
I ask this question and it’s personal to me… Do you have to change a California Scholarshare 529 account after the death of an owner? Let’s talk through the mechanics…
Canadian Lawyer Mag
Quebec Court of Appeal denies appeal in trust representation case
Legal counsel required when trustee files action on trust’s behalf, court says
The Fiduciary Litigator
Court Determined That A Deed Did Not Create A Trust
In Hilderbran v. Tex. SW. Council, Inc., parties donated a ranch via a 1930 deed to trustees for the Boy Scouts. No. 04-22-00736-CV, 2024 Tex. App. LEXIS 4390 (Tex. App.—San…
Wills, Trusts & Estates Prof Blog
Rupert Murdoch’s real succession drama − why the future of his media empire could hinge on a legal effort in Nevada
Rupert Murdoch is attempting to alter an irrevocable trust that holds significant ownership in Fox Corp. and News Corp., which impacts various media outlets. Currently, the trust stipulates that upon…