Topic
Trust
1,086 published works
SALT Shaker
Hubba, Hubba, Hubba! Money, Money, Money! Who Do You Trust? California and North Carolina Differ on the Constitutionality of Taxing Undistributed Foreign Trust Income
By Michael Penza and Timothy Gustafson The California Franchise Tax Board (FTB) issued an information letter explaining that a trust is taxable in California if any of the following three…
Wills, Trusts & Estates Prof Blog
The Changing Duty To Give Notice To Beneficiaries
Over the years, the obligation of a trustee to give notice to the settlor and beneficiaries has been far from uniform. Many states differentiated between types of trust with the…
Wills, Trusts & Estates Prof Blog
Dispute Over Trust Created By John Adams
A descendant of founding father John Adams has requested that a trust created by Adams be returned to the family. The Adams Temple and School Fund trust was created by…
Wills, Trusts & Estates Prof Blog
Article on Illinois Trusts and Estates
Susan T. Bart (Sidley Austin LLP), Jennifer L. Bunker (Zukowski Law Offices) and Sonia D. Coleman (Law Office of Sonia D. Coleman) recently published an article entitled, Survey of Illinois…
Aliant Blog
The Kids v. the New Wife – Robin Williams’ Estate under Dispute
By Jacob Stein
Six months after the death of Robin Williams, his children, Zak-31, Zelda-25 and Cody-23, from his previous two marriages enter into a bitter battle with his widow, Mrs. Susan Schneider…
Wills, Trusts & Estates Prof Blog
Benson Family Feud Continues
In the latest step surrounding the family feud over Tom Benson’s fortune, a San Antonio lawyer who oversaw the trusts holding shares in the New Orleans Saints and Pelicans franchises…
Wills, Trusts & Estates Prof Blog
Trust Retains GST Tax-Exempt Status After Conversion
In IRS Letter Ruling 201516028, an irrevocable trust that was grandfathered into tax-exempt status for the generation-skipping transfer (GST) tax, was ruled to have retained that status after it was…
Wills, Trusts & Estates Prof Blog
Blog Suggestion: Dean Mead Trusts & Estates Blog
The Trusts & Estates blog from Dean Mead is an excellent resource for trusts and estates news, developments, and commentary. The blog has a Florida focus, and also covers national…
Legal Profession Blog
Losing Bet
A North Carolina attorney who pledged trust funds to cover his casino bets has consented to disbarment.From the orderOn or about January 8, 2013, Defendant signed an authorization form thereby authorizing MGM…
Wills, Trusts & Estates Prof Blog
Article on Florida Family Trust Companies
Brian M. Malec (Dean Mead, P.A., Orlando, FL) and Scott A. Bowman (Proskauer Rose, Boca Raton, FL) recently published an article entitled, Florida Family Trust Companies: Tax and Nontax Considerations,…