Topic
Trust
1,086 published works
European Union and Italian International Tax Law Blog
The Italian Tax Agency Clarifies The Meaning of Beneficial Owner For Purposes of International Tax Reporting of Foreign Assets Held in Trust
By Marco Rossi
With its resolution n. 53/E issued on May 29, 2019 the Italian tax agency issued some important clarifications on the exact scope of the Italian international tax reporting rules in…
Wills, Trusts & Estates Prof Blog
Article on The Case for Trusts as an Alternative for Prenuptial Agreements When Religion Intervenes
Michael A. Sneeringer recently published an Article entitled, The Case for Trusts as an Alternative for Prenuptial Agreements When Religion Intervenes, Probate & Property Magazine, Vol. 33 No. 3, May/June…
Wills, Trusts & Estates Prof Blog
CLE on Wills and Trusts 101
The National Business Institute is holding a seminar entitled, Wills and Trusts 101, on Monday, June 17, 2019 - Tuesday, June 18, 2019, from 9:00 AM - 4:30 PM on…
Lancaster Law Blog
Revocable versus Irrevocable Trusts
“Irrevocable Trust” sounds so formal and intimidating. Also, there are two very different pronunciations. Regardless of how you pronounce “irrevocable,” it can be intimidating if you are not properly advised…
Lancaster Law Blog
Basic Trust Terminology
What is a trust and why do I need one? A trust is a great estate planning tool when used effectively and in the right situation. But most people know…
Wills, Trusts & Estates Prof Blog
Article on Less Trust Means More Trusts
Bridget J. Crawford recently published an Article entitled, Less Trust Means More Trusts, Tax Law: Tax Law & Policy eJournal (2019). Provided below is an abstract of the Article.The word…
Legal Reports
WANT A TRUST? YOU WILL ALSO NEED A WILL.
I often get this question: Do I need a trust or a will? The answer is that if you have a trust, you also need a will. I saw this…
New York Trusts & Estates Litigation
Fiduciary Self-Dealing
One of the most fundamental duties of a fiduciary is the duty of loyalty. That is, every fiduciary must administer the estate or trust subject to his or her stewardship…
Leaving A Loving Legacy
7 Tips for Keeping Trusts Flexible in a Rapidly Changing World
One hundred years ago there were no commercial airplanes, women couldn't vote, the average family had 5 children, divorce was rare, children born outside of marriage had no inheritance rights,…
Rubin On Tax
Qualified Beneficiaries–Recent Case is Puzzling in its Logic and Scope [Florida]
A recent 4th DCA opinion on who is a “qualified beneficiary” under Florida’s Trust Code is a puzzler, at least to me. Status as a qualified beneficiary is important –…