David Fowler Johnson, of Winstead PC, has made available for download his article, "Court Construes A Trust To Allow A Trustee To Sell Real Estate And To Consider The Proceeds As Principal Of The Trust," published in JDSUPRA. The abstract is as follows: In In re John O. Yates Trust, a trustee of a trust filed … Continue reading David Fowler Johnson (Winstead PC): Court Construes A Trust To Allow A Trustee To Sell Real Estate And To Consider The Proceeds As Principal Of The Trust (February 21, 2023)
Category: Estate + Trust Administration
Alice Kwak, Jacob Israelsen, Clayton Morrison, Derek E. Bambauer, and Mihai Surdeanu: Validity Assessment of Legal Will Statements as Natural Language Inference (November 15, 2022)
Alice Kwak, Jacob Israelsen, Clayton Morrison, Derek E. Bambauer, and Mihai Surdeanu, of the University of Arizona, have made available for download their article, Validity Assessment of Legal Will Statements as Natural Language Inference , published in Findings of the Association for Computational Linguistics: EMNLP 2022. The abstract is as follows: This work introduces a … Continue reading Alice Kwak, Jacob Israelsen, Clayton Morrison, Derek E. Bambauer, and Mihai Surdeanu: Validity Assessment of Legal Will Statements as Natural Language Inference (November 15, 2022)
Charles E. Rounds, Jr. (Suffolk University Law School): Limited Liability in Trust Context: A Black-Letter Synopsis(February 5, 2023)
Charles E. Rounds, Jr., of (Suffolk University Law School), has made available for download his article, Limited Liability in Trust Context: A Black-Letter Synopsis, published in JDSUPRA. The abstract is as follows: As to the parties to a trust relationship, there are two categories of limited liability apropos trust administration: internal and external. Fiduciary liabilities … Continue reading Charles E. Rounds, Jr. (Suffolk University Law School): Limited Liability in Trust Context: A Black-Letter Synopsis(February 5, 2023)
The Fiduciary Litigator: Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court (January 30, 2023)
David Fowler Johnson, in his The Fiduciary Litigator Blog, has made available for download his article, “Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court.” The article begins as follows: In In re McGowan, a dispute arose regarding whether certain interests in real property … Continue reading The Fiduciary Litigator: Court Granted Mandamus Relief To Order District Court To Abate Trust Dispute Due To Earlier Filed Suit In Probate Court (January 30, 2023)
Tiffany Bentley & Noelle Lussier (Burns & Levinson LLP): Trustee Removal: MUTC v. Trust Document (January 31, 2023)
Tiffany Bentley and Noelle Lussier, of Burns & Levinson LLP, have made available for download their article, “Trustee Removal: MUTC v. Trust Document,” published in JDSUPRA. The abstract is as follows: Just because a trustee was named in a trust document does not necessarily mean they will continue to serve perpetually. Many trust instruments include … Continue reading Tiffany Bentley & Noelle Lussier (Burns & Levinson LLP): Trustee Removal: MUTC v. Trust Document (January 31, 2023)
Lathrop GPM: Estate Planning 2023 Federal Tax Update (January 3, 2023)
Lathrop GPM has made available for download their article, “Estate Planning 2023 Federal Tax Update,” published in JDSUPRA. The article begins as follows: As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information that may be helpful as you consider planning options for 2023. Because Congress could pass legislation … Continue reading Lathrop GPM: Estate Planning 2023 Federal Tax Update (January 3, 2023)
Conyers LLP: Guidance For Trustees Dealing With Insolvent Trusts: The Z Trust Cases (January 3, 2023)
Colleagues of Conyers LLP have made available for download their article, “Guidance For Trustees Dealing With Insolvent Trusts: The Z Trust Cases,” published in JDSUPRA. The abstract is as follows: In October 2022, the Privy Council delivered its judgment in the Z Trust case of Equity Trust (Jersey) Ltd (Respondent) v Halabi (in his capacity … Continue reading Conyers LLP: Guidance For Trustees Dealing With Insolvent Trusts: The Z Trust Cases (January 3, 2023)
Jeffrey Galvin (Downey Brand LLP): Legislature Updates California’s Guardian Ad Litem Appointment Statues (January 4, 2023)
Jeffrey Galvin, of Downey Brand LLP, has made available for download his article, “Legislature Updates California’s Guardian Ad Litem Appointment Statues,” published in JDSUPRA. The article begins as follows: California courts may appoint guardians ad litem as helping hands to act for those unable to make their own decisions in litigated cases because they are … Continue reading Jeffrey Galvin (Downey Brand LLP): Legislature Updates California’s Guardian Ad Litem Appointment Statues (January 4, 2023)
Conyers LLP: Estate Administration in the British Virgin Islands: the Relevant Factors for the Removal of an Administrator or Executor (January 4, 2023)
Colleagues of Conyers LLP have made available for download their article, “Estate Administration in the British Virgin Islands: the Relevant Factors for the Removal of an Administrator or Executor,” published in JDSUPRA. The abstract begins as follows: The holding company of many corporate groups trading in Asia is frequently incorporated in an offshore financial centre … Continue reading Conyers LLP: Estate Administration in the British Virgin Islands: the Relevant Factors for the Removal of an Administrator or Executor (January 4, 2023)
Florida Probate & Trust Litigation Blog: FY 2020-21 Probate Court Filing Statistics: How busy are our probate judges? (January 1, 2023)
Juan C. Antúnez, in his Florida Probate & Trust Litigation Blog, discusses two key methods on how to easier facilitate the time of Probate court filings noted from his observations of the FY 2020-21 Probate Court Statistical Reference Guide. The article begins as follows: If you make your living in and around our probate courts … Continue reading Florida Probate & Trust Litigation Blog: FY 2020-21 Probate Court Filing Statistics: How busy are our probate judges? (January 1, 2023)
Frank Baldino (Lerch, Early & Brewer LLP): Revocation of Revocable Trust was Fraudulent Transfer (December 30, 2022)
Frank Baldino, of Lerch, Early & Brewer LLP, has made available for download their article, “Revocation of Revocable Trust was Fraudulent Transfer,” published in JDSUPRA. The abstract is as follows: This article first appeared in the December 2022 Edition of the Estate Planning Journal. In JPMorgan Chase Bank, N.A. v. Winget, the United States Court … Continue reading Frank Baldino (Lerch, Early & Brewer LLP): Revocation of Revocable Trust was Fraudulent Transfer (December 30, 2022)
Cleveland Clinton and Gregory Sampson: Trust Protector or Trust Defector? Five Hazards to Avoid in Appointing a Trust Protector (December 9, 2022)
Cleveland Clinton and Gregory Sampson, of Gray Reed, have made available for download their article, “Trust Protector or Trust Defector? Five Hazards to Avoid in Appointing a Trust Protector”, published in JDSUPRA. The abstract is as follows: Unanticipated changes in the law or circumstances may derail a careful plan to preserve a client’s intent to … Continue reading Cleveland Clinton and Gregory Sampson: Trust Protector or Trust Defector? Five Hazards to Avoid in Appointing a Trust Protector (December 9, 2022)
Hannah Shakin: Print and Sign Your Will – A Lesson from the Anne Heche Estate (December 6, 2022)
Hannah Shakin, of Downey Brand LLP, has made available for download her article, “Print and Sign Your Will – A Lesson from the Anne Heche Estate”, published in JDSUPRA. The abstract is as follows: Traditionally, the creation of a valid will, in California and elsewhere, required strict adherence to certain formalities. Estate law has been … Continue reading Hannah Shakin: Print and Sign Your Will – A Lesson from the Anne Heche Estate (December 6, 2022)
Charles E. Rounds Jr.: One court fails to consider trustee’s non-statutory duty to carry out settlor’s wishes as manifested in trust’s terms, a duty that encompasses defending those terms (November 28, 2022)
Charles E. Rounds Jr., of Suffolk University Law School, has made available for download his article, “One court fails to consider trustee’s non-statutory duty to carry out settlor’s wishes as manifested in trust’s terms, a duty that encompasses defending those terms”, published in JDSUPRA. The abstract is as follows: The trustee’s longstanding duty in equity … Continue reading Charles E. Rounds Jr.: One court fails to consider trustee’s non-statutory duty to carry out settlor’s wishes as manifested in trust’s terms, a duty that encompasses defending those terms (November 28, 2022)
Matthew Roberts (Freeman Law): Why You Should Hire a Tax Professional to Review Your Trust (December 7, 2022)
Mathew Roberts, of Freeman Law, has made available for download his article, “Why You Should Hire a Tax Professional to Review Your Trust,” published in JDSUPRA. The abstract is as follows: Trusts come in many variations, rendering them often difficult for non-attorneys to follow and comprehend. Indeed, this variation can often be seen in the … Continue reading Matthew Roberts (Freeman Law): Why You Should Hire a Tax Professional to Review Your Trust (December 7, 2022)
Nicholas Heuer (Katten Muchin Roseman LLP) : PTC Me ASAP: Estate Planning with Private Trust Companies (December 6, 2022)
Nicholas Heuer, of Katten Muchin Rosenman LLP, has made available for download their article, “PTC Me ASAP: Estate Planning with Private Trust Companies,” published in JDSUPRA. The article begins is as follows: More and more families are turning to private trust companies (PTCs) for their trusts and estates. Are they right for you? What is … Continue reading Nicholas Heuer (Katten Muchin Roseman LLP) : PTC Me ASAP: Estate Planning with Private Trust Companies (December 6, 2022)
Husch Blackwell LLP: Planning Strategies for a High-Interests Rate Environment (December 6, 2022)
Colleagues of Husch Blackwell LLP, have made available for download their article, “Planning Strategies for a High-Interests Rate Environment,” published in JDSUPRA. The abstract is as follows: As interest rates continue to climb, taxpayers will begin to see a greater benefit from strategies that leverage higher interest rates to reduce the actuarial value of a … Continue reading Husch Blackwell LLP: Planning Strategies for a High-Interests Rate Environment (December 6, 2022)
Charles E. Rounds Jr.: It is all about 1066: Why the trust regimes of two seasoned offshore trust jurisdictions, Guernsey and Jersey, are not indigenous (November 18, 2022)
Charles E. Rounds Jr., of Suffolk University Law School, has made available for download his article, “It is all about 1066: Why the trust regimes of two seasoned offshore trust jurisdictions, Guernsey and Jersey, are not indigenous”, published in JDSUPRA. The abstract is as follows: The Crown dependencies of the Bailiwick of Jersey and the … Continue reading Charles E. Rounds Jr.: It is all about 1066: Why the trust regimes of two seasoned offshore trust jurisdictions, Guernsey and Jersey, are not indigenous (November 18, 2022)
Vincent Ooi: Holding Residential Property on Inter Vivos Trusts in Singapore: Transfers of Equity Interests (October 1, 2022)
Vincent Ooi, of the Singapore Management University - Yong Pung How School of Law; Singapore Management University - Centre for AI & Data Governance has made available for download his article “Holding Residential Property on Inter Vivos Trusts in Singapore: Transfers of Equity Interests”, published in the (2022) 10(12) Trusts & Trustees 1-11. The abstract … Continue reading Vincent Ooi: Holding Residential Property on Inter Vivos Trusts in Singapore: Transfers of Equity Interests (October 1, 2022)
Naomi Cahn, Deborah S. Gordon, Allison Anna Tate: The Restatements of Trust–Revisited (July 13, 2022)
Naomi Cahn, Deborah S. Gordon, and Allison Anna Tate, of the University of Virginia School of Law, Drexel University Thomas R. Kline School of Law, and the University of Richmond - School of Law, respectively, have made available for download their article “The Restatements of Trust–Revisited”, published in the The ALI at 100: Essays on … Continue reading Naomi Cahn, Deborah S. Gordon, Allison Anna Tate: The Restatements of Trust–Revisited (July 13, 2022)
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