Topic
Trust
1,086 published works
Marketing Brain Fodder
How Long Does It Take To Develop Trust? | Building A Business Development Plan, Part 6
You’ve probably heard some variation of the joke where a significant other, weary of repeatedly being asked to profess love, announces “I've told you that I love you. I’ll let…
Florida Probate & Trust Litigation Blog
What’s it take to haul an Illinois estate planner into a Florida courtroom for malpractice?
Florida remains the largest recipient of state-to-state migration in the US, and the top choice among retirees. Not surprisingly, many of these transplants are slow to abandon the professional relationships they've fostered…
Wills, Trusts & Estates Prof Blog
CLE on IRA Trusts: RMDs and Ensuring the Stretch
The National Business Institute is holding a teleconference entitled, IRA Trusts: RMDs and Ensuring the Stretch, on Thursday, December 20, 2018, at 11:00 a.m. to 12:30 p.m. Central. Provided below…
Wills, Trusts & Estates Prof Blog
Article on The Tax Cuts and Jobs Act of 2017 (TCJA) and Its Impact on Investors, Their Trusts, Investment Entities, Retirement Plans and Estates — Part 1 Tax Reform for Individuals
Dean Marsan recently published an Article entitled, The Tax Cuts and Jobs Act of 2017 (TCJA) and Its Impact on Investors, Their Trusts, Investment Entities, Retirement Plans and Estates --…
Wills, Trusts & Estates Prof Blog
CLE on Ownership of Cooperative Apartments and Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards
The New York City Bar is holding a webcast entitled, Ownership of Cooperative Apartments and Condominiums by Trusts: An Overview of Popular Trusts and Obtaining Transfer Approval from Cooperative Boards,…
The Fiduciary Litigator
A Court Rejects A Trust Protector’s Claims and Holds That A Trustee Properly Merged Trusts
In In re Macy Lynne Quintanilla Trust, a settlor created three trusts for his children in 2014. No. 04-17-00753-CV2018 Tex. App. LEXIS 8223 (Tex. App.—San Antonio October 10, 2018, no…
Wills, Trusts & Estates Prof Blog
CLE on Irrevocable But not Irredeemable: How to Fix or Modify a Trust
The American Law Institute is holding a webcast entitled, Irrevocable But not Irredeemable: How to Fix or Modify a Trust, on Wednesday, December 5, 2018 at 12:00 p.m. to 1:00…
Mile High Estate Planning
What is a Living Will?
By Blake Harris
What is the difference between a Revocable Trust and an Irrevocable Trust? November 11, 2018 What’s the difference, Attorney prepared VS DIY Estate Plan? November 11, 2018 Blake Harris S.…
Wills, Trusts & Estates Prof Blog
Beating GST Tax with HEETs
For the client that wishes to leave assets to their grandchildren, they are often hindered by the generation skipping transfer tax, or GST tax. This tax is the IRS's method…
Legal Profession Blog
Reciprocal Reprimand Will Be Administered In Person
The Mississippi Supreme Court has imposed reciprocal discipline based on a sanction imposed in FloridaIn 2004, Burtoff drafted estate planning documents for his mother-in-law and father-in-law, Mary and Charles Bullington.…