Topic
Trust
1,086 published works
Wills, Trusts & Estates Prof Blog
Payment of trustees fees and reimbursement for services rendered may be made after death of supplemental needs trust beneficiary
In State v. Hammans, 870 N.E.2d 1071 (Ind. Ct. App. 2007), the court held that the statutory requirement that a self-funded supplemental needs trust reimburse the state on the beneficiary’s…
Wills, Trusts & Estates Prof Blog
Court refuses to enforce semi-secret trust
The testator’s will gave the residue of the estate to drafter of the will “to be distributed in accordance with the specific instructions I have provided him.” The testator gave…
La Revue
Trust et droit de mutation à titre gratuit
Cass. com. 15 mai 2007, pourvoi n° 05-18.268La Cour de Cassation vient de décider que la remise aux bénéficiaires des biens transférés dans un trust américain caractérise une mutation à…
Wills, Trusts & Estates Prof Blog
How Men and Women Communicate and Enforceability of Language in Wills
Alyssa A. DiRusso (Assistant Professor of Law, Samford University, Cumberland School of Law) has posted on SSRN her article entitled He Says, She Asks: Gender, Language, and the Law of…
Wills, Trusts & Estates Prof Blog
Trust Portion Includable in Decedent’s Estate and Proposed IRS Regulations
James V. Roberts (Attorney at Law, Glast, Phillips & Murray P.C.) has recently published his article entitled New Proposed Regulations on IRC § 2036 and § 2039 Inclusion, RPPT eREPORT…
Florida Probate & Trust Litigation Blog
Trust Accounting: Remedy or Cause of Action?
Becker v. Davis, 491 F.3d 1292 (11th Cir.(Fla.) Jul 11, 2007) In trusts-and-estates litigation there are certain remedies that take on a life of their own; often plead as stand-alone causes…
Wills, Trusts & Estates Prof Blog
Leona Helmsley’s Will — A Detailed Analysis
The full text of the Last Will and Testament of Leona M. Helmsley is now available on-line.Here is my detailed analysis of this will:Technical Details: The will is 14 pages…
Wills, Trusts & Estates Prof Blog
Unitrust CLE
The American Bar Association Section of Real Property, Probate and Trust Law and the ABA Center for Continuing Legal Education are sponsoring a teleconference and live audio webcast on September…
Florida Probate & Trust Litigation Blog
Bancroft Trusts’ Lawyers Hold Key to Dow Jones
I can't imagine a more extreme example of trustee decision making under pressure-cooker conditions than the on-again-off-again negotiations for the sale Dow Jones & Co., which owns the Wall Street…
Wills, Trusts & Estates Prof Blog
Trust Conference in Zurich
Financial Events International is sponsoring a program entitled Mastering Trusts Blending the key factors of success for an efficient trust in Zurich, Switzerland on October 9-10, 2007.Here is a description…