Topic
Trust
1,086 published works
Bartlesville Law Blog
Using a Trust for Estate Planning in Oklahoma
By Kyle Persaud
NOTE: The information provided on this website is not intended to be, and does not constitute, the giving of legal advice. The information provided here is not intended to be,…
Wills, Trusts & Estates Prof Blog
Systemic IRA Trust Compliance Issue Can Have Big Tax and Penalty Impact
Post-death rules governing IRAs, particularly those involving trusts, are complicated and if not strictly adhered to can lead to severe ramifications for the intended beneficiaries. One such rule, often referred…
Wills, Trusts & Estates Prof Blog
The Great American Tax Haven: Why the Super-Rich Love South Dakota
Sioux Falls, South Dakota is a sweet little city with a population of around 180,000, some decent bars downtown, and quaint sculptures dotting the streets. But generally, there is not…
Meissner, Joseph, Palley & Ruggles
What is a “document specialist?”
By John Palley
A client contacted me last week and said she needs “an actual deed in her name” so that her “document specialist” could transfer the house to her trust. I re-sent…
Wills, Trusts & Estates Prof Blog
Article on Fusion: Can It Encompass the Trust? An Assessment in Light of the Trusts Bill 2017
Anna Mclean recently published an Article entitled, Fusion: Can It Encompass the Trust? An Assessment in Light of the Trusts Bill 2017, Wills, Trusts, & Estates Law eJournal (2019). Provided…
European Union and Italian International Tax Law Blog
Italy Enacts New Provision On Taxation Of Distributions From Foreign Trusts
By Marco Rossi
Law Decree n. 124 of October 26th, 2019 (which is immediately effective, but needs to be converted into law within 60 days to become final) includes, at article 13, new…
Waukesha Estate Planning Educator
Estate Planning: Will or Trust?
Deciding whether to use a will or a trust is often the most pivotal decision made during an initial planning meeting. The entire structure of the plan depends on this…
European Union and Italian International Tax Law Blog
No Gift Tax On Transfer Of Property To Trusts, Italian Supreme Court Rules, Creating New Challenges and Planning Opportunities
By Marco Rossi
By way of thirteen decisions issued in June and July (numbers 15451, 15453, 15455, 15456 of June 7, 2019, numbers 16699, 16700, 16701, 16702, 16703, 16704, 16705 of June 21,…
The Fiduciary Litigator
Texas Court Grants Mandamus Relief To Protect A Trustee’s Attorney-Client Communications From Being Disclosed To A Beneficiary
[caption id="attachment_1456" align="alignright" width="211"] Selected by Texas Bar Today as a "Top 10 Blog Post"[/caption] In In re Alexander, a beneficiary filed suit against the trustee based on multiple…
Wills, Trusts & Estates Prof Blog
Wealthy Families Continue to Ditch Trusts
In the United Kingdom, fewer and fewer wealthy families are utilizing trusts in their estate plants. According to Her Majesty's Revenue & Customs, there was a 6% drop in trusts…