Topic
Trust
1,086 published works
Wills, Trusts & Estates Prof Blog
Bypass Trust Basics Explained
According to Ronald Lipman, Bypass trusts can reduce couples' estate taxes, chron.com, Jan. 25, 2008:Bypass trusts are usually created by married people as a way to save estate taxes.Under current…
Death Care Compliance Law
Deductibility of Investment Advisor Fees
By Bill Stalter
Whether it is because of state law restrictions or preneed purchaser demographics, death care trusts have unique requirements when it comes to investments. Consequently, it is fairly common for a…
La Revue
Trust and transfer without consideration tax
Cour de cassation, chamber commerciale, 15 May 2007, n° 05-18.268
Florida Probate & Trust Litigation Blog
Probate and Trust Litigation Committee Meeting Reports/White Papers
Click here for a PDF copy of the Agenda and related Reports/White Papers for the upcoming meeting of the Florida Bar's Probate & Trust Litigation Committee. These materials are an excellent way…
Florida Probate & Trust Litigation Blog
3d DCA: Trust agreement trumps power-of-attorney in probate litigation
Gurfinkel v. Josi, --- So.2d ----, 2007 WL 4322156 (Fla. 3d DCA Dec 12, 2007) Probate litigation involving powers of attorney seem to always revolve around whether the attorney in fact acted…
Wills, Trusts & Estates Prof Blog
Hunt Family Consumed By Feud Over Billions in Trust Funds
H.L. Hunt’s great grandson, Albert Hill III, sued trustee Tom Hunt, his father and his two aunts, claiming mismanagement of assets by Tom Hunt, and conspiracy by the trustee, his…
Wills, Trusts & Estates Prof Blog
Dr. Phil Features Will Contests
The Tuesday, November 13, 2007, installment of the Dr. Phil Show will feature people engaged will contests and other estate controversies in a episode entitled Will Fights.Here is a description…
Florida Probate & Trust Litigation Blog
Jurisdictional Competition for Trust Funds: Florida’s Competitive Strengths
I recently had the pleasure of speaking at a luncheon hosted by the Miami Branch of the "Society of Trusts and Estates Practitioners" (STEP). Originating in the U.K., this organization…
Wills, Trusts & Estates Prof Blog
Qualified Severance and the Generation-Skipping Transfer Tax
Jerold I. Horn (attorney, Peoria, Illinois) has recently published his article entitled Availability of a Qualified Severance (i) If the Severance Changes Beneficial Interests or Otherwise Coincides with Changes in…
Wills, Trusts & Estates Prof Blog
Common Law Trust is Not a Legal Person
Lionel Smith (Professor of Law, McGill University Faculty of Law) has recently posted on SSRN his article entitled Trust and Patrimony.Here is an abstract of his article:The French jurist Pierre…