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Trust

1,086 published works

  1. Estateography

    Funding: How to Get Things into a Trust

    By Alvi Aggarwal

    Let’s start with some jargon. "Funding" a trust is what estate planning lawyers call the process of getting assets into a trust. When we say something is in a trust,…

  2. Wills, Trusts & Estates Prof Blog

    Article on State Asset Protection Trust Statutes

    By Gerry W. Beyer

    Ronald J. Mann (Albert E. Cinelli Professor of Law and Co-director of the Charles Evans Gerber Transactional Studies Center, Columbia Law School) recently published an article entitled, A Fresh Look…

  3. Wills, Trusts & Estates Prof Blog

    Massachusetts Funds Environmental Trust with Specialty License Plates

    By Gerry W. Beyer

    The Massachusetts Environmental Trust was created by the Massachusetts Legislature 20 years ago and uses trust funds for environmental projects, such as protecting rivers in the state by addressing runoff…

  4. Wills, Trusts & Estates Prof Blog

    James Brown Battle Continues

    By Gerry W. Beyer

    I have previously discussed the education charity established by the late music legend James Brown.  The South Carolina Supreme Court recently made a decision as to why the “I Feel…

  5. Wills, Trusts & Estates Prof Blog

    Court Allows Trust Reformation

    By Gerry W. Beyer

    In O’Connell v. Houser, the Supreme Judicial Court of Massachusetts allowed a reformation of a trust to conform to the settlor’s intent and tax objectives. Two trusts were created in the…

  6. Wills, Trusts & Estates Prof Blog

    CLE on Domestic Asset Protection Trust Planning in Alaska, South Carolina, Wyoming, Oklahoma

    By Gerry W. Beyer

    The ABA Section of Real Property, Trust and Estate Law is presenting the third of five eCLE webinars that are part the Domestic Asset Protection Trust Planning: Jurisdiction Selection Series.…

  7. California Trust, Estate & Probate Litigation

    Let’s Make a Deal: How California Trust and Will Mediations Work

    By Keith A. Davidson

      If you have never mediated a legal case before, you may be in for a surprise in attending your mediation.  In this video, Stewart Albertson describes some basics of…

  8. Wills, Trusts & Estates Prof Blog

    California Estate Attorney Ordered to Return Trust Funds

    By Gerry W. Beyer

    A lawyer in Encinitas, California has been ordered to $4.3 million dollars to the trust of a former client. Siv Ljungwe, who died in 2010, left her assets  to a…

  9. Wills, Trusts & Estates Prof Blog

    The Complexities of Directed Trusts

    By Gerry W. Beyer

    For wealthy families, electing just a trustee and investment advisor is an outdated trust model.  These people are divvying traditional trustee duties in to different functions, selecting special experts and…

  10. Wills, Trusts & Estates Prof Blog

    Existence of Private Trust Companies on the Rise

    By Gerry W. Beyer

    A trend is emerging of wealthy families creating private trusts companies in order to have more investment control than they would have by continuing to rely on bank run trust…