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)

James P. Spica (Chalgian & Tripp Law Offices): Conflict Of Laws And The Transitivity Of The “Relation Back” Of Special Powers Of Appointment (February 11, 2022)

James P. Spica, of Chalgian & Tripp Law Offices, has made available for download his article, "Conflict Of Laws And The Transitivity Of The “Relation Back” Of Special Powers Of Appointment," published in the Real Property, Trust and Estate Law Journal. The abstract is as follows: Section 274(a) of the Restatement (Second) of Conflict of … Continue reading James P. Spica (Chalgian & Tripp Law Offices): Conflict Of Laws And The Transitivity Of The “Relation Back” Of Special Powers Of Appointment (February 11, 2022)

Richard F. Storrow: Legacies of a Pandemic: Remote Attestation and Electronic Wills (May 19, 2022)

Richard F. Storrow, of the City University of New York School of Law has made available for download his article “Legacies of a Pandemic: Remote Attestation and Electronic Wills”, published in the Mitchell Hamline Law Review, Vol. 48, p. 826, 2022. The abstract is as follows: The coronavirus pandemic has compelled governors and legislatures to … Continue reading Richard F. Storrow: Legacies of a Pandemic: Remote Attestation and Electronic Wills (May 19, 2022)

Ying Khai Liew and Ying-Chieh Wu: Introduction: Adaptation in Context (June 8, 2022)

Ying Khai Liew and Ying-Chieh Wu, of University of Melbourne - Melbourne Law School and Seoul National University (SNU), School of Law, respectively, have made available for download their article “Introduction: Adaptation in Context”, published in Asia-Pacific Trusts Law, Vol. 2: Adaptation in Context, Hart Publishing, forthcoming. The abstract is as follows: This is the … Continue reading Ying Khai Liew and Ying-Chieh Wu: Introduction: Adaptation in Context (June 8, 2022)

Hui Jing: The Legal Nature of the Chinese Charitable Trust (March 22, 2021)

Hui Jing, of the University of Hong Kong Department of Law has made available for download their article “The Legal Nature of Chinese Charitable Trust”. The abstract is as follows: This book chapter examines the legal nature of Chinese charitable trusts. Charitable trusts in China are still in their formative stage, and there exists a … Continue reading Hui Jing: The Legal Nature of the Chinese Charitable Trust (March 22, 2021)

IPB Tax: Trusts and Estates Newsletter (June 2022)

Ivins Philips Barker has made available for download their article, “Trusts and Estates Newsletter”, which highlights developments and trends in trusts and estates. The abstract is as follows: Estate Planning with Personal Use Real Estate by Leslie Bradenham To see the full article, click: “Trusts and Estates Newsletter” Posted by Marin Larkin, Associate Editor, Wealth Strategies … Continue reading IPB Tax: Trusts and Estates Newsletter (June 2022)

Florida Probate & Trust Litigation Blog: Does Florida’s Slayer Statute require a murder conviction to apply? (June 30, 2022)

Juan C. Antúnez, in his Florida Probate & Trust Litigation Blog, discusses Pacific Life Insurance Co. v. Perez. The article begins as follows: Joaquin Perez had a life insurance policy with a death benefit of $250,000. This life insurance policy named his son and daughter equal beneficiaries. Mr. Perez was tragically shot and killed by his … Continue reading Florida Probate & Trust Litigation Blog: Does Florida’s Slayer Statute require a murder conviction to apply? (June 30, 2022)

Charles Muhumza: Resealing of Foreign Grants of Letters of Administration and Probate in Uganda (June 1, 2022)

Charles Muhumza has made available for download his article “Resealing of Foreign Grants of Letters of Administration and Probate in Uganda". The abstract is as follows: We spend almost every waking minute of our lives trying to amass immense wealth. But as the quote, often attributed to Benjamin Franklin, goes "only two things in life … Continue reading Charles Muhumza: Resealing of Foreign Grants of Letters of Administration and Probate in Uganda (June 1, 2022)

Adam J. Hirsch: When Beneficiaries Predecease: An Empirical Analysis (June 5, 2022)

Adam J. Hirsch, of the University of San Diego, has made available for download his article “When Beneficiaries Predecease: An Empirical Analysis”. The abstract is as follows: Under current law, bequests to beneficiaries who predecease the testator “lapse” to the beneficiary of the residuary, unless they are preserved for the descendants of predeceased beneficiaries under … Continue reading Adam J. Hirsch: When Beneficiaries Predecease: An Empirical Analysis (June 5, 2022)

Jennifer Bittel Derby: When to Consider a Change in your Estate Planning Documents (May 27, 2022)

Jennifer Bittel Derby, of Tucker Arensberg, P.C., has made available for download her article, “When to Consider a Change in your Estate Planning Documents”, published in JDSUPRA. The abstract is as follows: As estate planning attorneys, we not only discuss with clients the importance of having estate planning documents in place, but also the importance of … Continue reading Jennifer Bittel Derby: When to Consider a Change in your Estate Planning Documents (May 27, 2022)

Alex Harrington: Challenging a Will Based on Incapacity or Undue Influence (May 27, 2022)

Alex Harrington, of Burns & Levinson LLP, has made available for download his article, “Challenging a Will Based on Incapacity or Undue Influence”, published in JDSUPRA. The abstract is as follows: When a loved one passes away and their estate plan is revealed for the first time, it is common to experience varied emotions, including curiosity, … Continue reading Alex Harrington: Challenging a Will Based on Incapacity or Undue Influence (May 27, 2022)

David Handler, J.D, and Howard Sharfman: Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind (May 26, 2022)

 David Handler, J.D and Howard Sharfman, of Kiplinger.com, have made available for download their article, “Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind,” published in The Kiplinger Washington Editors. The article begins as follows: Some parents fear leaving their children too much money. They talk about their friend’s child, who ended up … Continue reading David Handler, J.D, and Howard Sharfman: Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind (May 26, 2022)

Edward Baker: SCPA 2103 Proceedings – A Fiduciary’s Right to Commence a Licensed Fishing Expedition (May 25, 2022)

Edward Baker has made available for download his article titled “SCPA 2103 Proceedings – A Fiduciary’s Right to Commence a Licensed Fishing Expedition,” published in New York Trusts & Estates Litigation Blog. The article begins as follows: A discovery proceeding pursuant to SCPA 2103 may be commenced by any legal representative of the estate, including a preliminary executor or … Continue reading Edward Baker: SCPA 2103 Proceedings – A Fiduciary’s Right to Commence a Licensed Fishing Expedition (May 25, 2022)

TaxProf Blog – Paul Caron: Trusts & Estates: The Next Big Thing In Big Law (May 28, 2022)

Paul Caron has published an article on the TaxProf Blog, titled "Trusts & Estates: The Next Big Thing in Big Law" which discusses the return of trusts and estates in big law. The article begins as follows: Trusts and estates work in Big Law is back in a big way. Large law firms are recognizing the demand associated … Continue reading TaxProf Blog – Paul Caron: Trusts & Estates: The Next Big Thing In Big Law (May 28, 2022)

Stephen W. Murphy, Michael H. Barker, Jodie Herrmann Lawson, and Hunter M. Glenn (McGuireWoods LLP): Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries (May 12, 2022)

Stephen W. Murphy, Michael H. Barker, Jodie Herrmann Lawson, and Hunter M. Glenn of McGuireWoods LLP, have made available for download their article, “Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries,” published on McGuireWoods’s website. The abstract is as follows: In Boyle v. Anderson, No. 210382 (Va. April 14, 2022), the Supreme Court of Virginia addressed … Continue reading Stephen W. Murphy, Michael H. Barker, Jodie Herrmann Lawson, and Hunter M. Glenn (McGuireWoods LLP): Virginia Supreme Court: Arbitration Clauses in Trusts Are Not Enforceable Against Beneficiaries (May 12, 2022)

John Bunge: IRS Proposes Regulations Affecting Estate and Gift Taxes (April 29, 2022) 

John Bunge, of Waller Lansden Dortch & Davis, LLP, has made available for download his article, “IRS Proposes Regulations Affecting Estate and Gift Taxes”, published in JDSUPRA. The abstract is as follows: New regulations proposed by the IRS seek to address the basic exclusion amount for estate and gift taxes which was doubled in 2017 … Continue reading John Bunge: IRS Proposes Regulations Affecting Estate and Gift Taxes (April 29, 2022) 

Jeffrey Pennell and Reid K. Weisbord: Trust Alteration and the Dead Hand Paradox (April 20, 2022)

Jeffrey Pennell of Emory University School of Law and Reid K. Weisbord of Rutgers Law School have made available for download their article, “Trust Alteration and the Dead Hand Paradox,” published in ACTEC Law Journal, 2023 Forthcoming. The abstract is as follows: Trusts are popular instruments for wealth transmission because they can be crafted to suit … Continue reading Jeffrey Pennell and Reid K. Weisbord: Trust Alteration and the Dead Hand Paradox (April 20, 2022)

Jeffrey Pennell and Reid K. Weisbord: Trust Alteration and the Dead Hand Paradox (April 20, 2022)

Jeffrey Pennell and Reid K. Weisbord, of Emory University School of Law and Rutgers Law School, have made available for download their article, Trust Alteration and the Dead Hand Paradox, published in ACTEC Law Journal. The abstract is as follows: Trusts are popular instruments for wealth transmission because they can be crafted to suit almost … Continue reading Jeffrey Pennell and Reid K. Weisbord: Trust Alteration and the Dead Hand Paradox (April 20, 2022)

Bret Cahn: The Challenge of Finding Admissible Evidence in Abandonment Proceedings (April 25, 2022)

Bret Cahn, of New York Trusts and Estates Litigation Blog, has published his article, titled "The Challenge of Finding Admissible Evidence in Abandonment Proceedings", where he describes how some of the most interesting estate litigation issues arise in proceedings to determine a surviving spouse's entitlement, especially when there are existing claims of abandonment. The summary … Continue reading Bret Cahn: The Challenge of Finding Admissible Evidence in Abandonment Proceedings (April 25, 2022)