Holland & Knight: New California Legislation for Trust and Estate Attorneys to Watch in 2020

Robert Barton & Vivian M. Rivera, of Holland & Knight, report on new California legislation that impacts estate planning in 2020. Their article begins as follows: California Gov. Gavin Newsom recently signed into law a number of bills that will affect Trust and Estate attorneys, and which are effective as of Jan. 1, 2020.This Holland … Continue reading Holland & Knight: New California Legislation for Trust and Estate Attorneys to Watch in 2020

Fiduciary Litigation in Louisiana: Mandataries, Succession Representatives, and Trustees by Elizabeth Ruth Carter (Aug. 15, 2019)

Elizabeth Carter has made her paper, Fiduciary Litigation in Louisiana: Mandataries, Succession Representatives, and Trustees, available for download. This article was published as a part of the Louisiana Law Review. The abstract of this article, available on SSRN, reads as follows: This article provides an overview of common types of fiduciary litigation in the estate … Continue reading Fiduciary Litigation in Louisiana: Mandataries, Succession Representatives, and Trustees by Elizabeth Ruth Carter (Aug. 15, 2019)

Trust and Advice by Andrew S. Gold (Oct. 2, 2019)

Andrew Gold has made his paper, Trust and Advice, available for download. This article was published as a part of Forthcoming, in Fiduciaries and Trust: Ethics, Politics, Economics and Law. The abstract of this article, available on SSRN, reads as follows: Trust matters to fiduciary law in a variety of ways. This chapter focuses on … Continue reading Trust and Advice by Andrew S. Gold (Oct. 2, 2019)

Discretion and Equitable Compensation by Simone Degeling (Nov. 21, 2019)

Simone Degeling has made her paper, Discretion and Equitable Compensation, available for download. This article was published as a part of Simone Degeling and Jason NE Varuhas Equitable Compensation and Disgorgement of Profit. The abstract of this article, available on SSRN, reads as follows: This chapter considers the ambit of equitable compensation. As an equitable … Continue reading Discretion and Equitable Compensation by Simone Degeling (Nov. 21, 2019)

How Trust-Like Is Russia's Fiduciary Management? Answers from Louisiana by Markus G. Puder (Dec. 6, 2019)

Markus Puder has made his paper, How Trust-Like Is Russia's Fiduciary Management? Answers from Louisiana, available for download. This article was published as a research paper at Loyola University New Orleans College of Law. The abstract of this article, available on SSRN, reads as follows: This article introduces Russia's legal concept of “fiduciary management” - … Continue reading How Trust-Like Is Russia's Fiduciary Management? Answers from Louisiana by Markus G. Puder (Dec. 6, 2019)

Eric Penzer: Waiving a Decedent's Attorney-Client Privilege, NY T&E Litigation Blog (Jan. 8, 2020).

Eric Penzer, of Farrell Fritz, writes about how a decedent's attorney client privilege can be waived, which was recently discussed by the Supreme Court of New York, Appellate Division, Fourth Judicial Department. Mr. Penzer's article begins as follows: “The attorney client privilege, the oldest among common-law evidentiary privileges, fosters the open dialogue between lawyer and … Continue reading Eric Penzer: Waiving a Decedent's Attorney-Client Privilege, NY T&E Litigation Blog (Jan. 8, 2020).

Recent Cases of Interest to Fiduciaries from McGuire Woods (Oct. 2019)

McGuire Woods published its October installment of the Fiduciary Advisory Services - a series focusing on recent cases and developments in fiduciary law. The following cases are examined within this report: In the Matter of Cleopatra Cameron Gift Trust Dated May 26, 1998. The Supreme Court of South Dakota held that a California court’s order requiring … Continue reading Recent Cases of Interest to Fiduciaries from McGuire Woods (Oct. 2019)