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Jason Kleinman published an article in the American Bar Association's Real Property, Trust and Estate Law Journal on trust decanting. Jason's article describes why decanting or modifying a trust should not be a taxable event.

On 4 March 2016, BIS published a discussion paper setting out various proposals requiring foreign companies to provide information on their beneficial ownership before undertaking certain economic activities in the UK in order to enhance transparency.

Day Pitney partners G. Warren Whitaker, Dina Kapur Sanna and Von Sanborn will speak on different panels at the 2017 Delaware Trust Conference taking place on October 24 and 25.

Are you ready for the day you'll step away from your business? According to Rob Wellendorf, President of Execso, Business Exit Planning, the groundwork for your business exit should be laid from day one.

In this segment of Money Matters, Martin Behn discusses the benefits of the simple charitable remainder trust in a rising interest rate environment.

The Administration's tariff policies have contributed to significant volatility in the stock market. Even brief announcements regarding new tariffs often trigger immediate declines in stock prices.

The Court noted that while the Trustee needed to be present at the foreclosure auction, such presence need not be necessarily physical but could be constructive.

Join host Candace Dellacona in this insightful episode of The Sandwich Generation Survival Guide, featuring Dr. Gerda Maissel, founder of My MD Advisor. Candace and Dr. Maissel discuss "solo agers"...

In this segment of Money Matters, Erika Gasaway provides an introduction to the 120 day statute of limitations for contesting a trust that begins when the trustee issues a notification...

On December 22, National Credit Union Administration sued Wells Fargo, as an RMBS trustee, in the United States District Court for the Southern District of New York.

Judge William J. Martini of the U.S. District Court for the District of New Jersey granted in part U.S. Bank’s motion to dismiss VNB Realty, Inc.’s claims.

On December 23, the United States Court of Appeals for the Second Circuit dismissed claims against Bank of New York Mellon, as trustee, by four pension funds in a putative class action relating to 530 Countrywide RMBS trusts worth $424 billion.

The U.S. Tax Court ruled that a trust can materially participate in trade or business activities based on the effort of its trustees.

Florida has enacted significant statutory changes affecting trust administration, probate procedures, and business entity formation. These reforms introduce streamlined nonjudicial processes for trustee discharge, expand access to simplified probate administration, and establish a new framework for protected series LLCs that offers enhanced asset protection and operational flexibility for estate planners and business owners.

Justice Marcy Friedman granted in part and denied in part Nomura’s motion to dismiss claims brought by HSBC, as Trustee for the NAAC 2006-AF2 RMBS Trust.

William D. Lipkind (Partner-New Jersey) and Tammy L. Meyer (Of Counsel-New Jersey) collaborated on "IRC § 673(c): An ING Bar or an ING Hurdle?"...

Blind trusts are typically associated with politicians who seek to avoid conflicts of interest while occupying public office.

The Third Circuit Court of Appeals affirmed a trial's court's dismissal of IKB International SA's claims against Wilmington Trust Co., holding that IKB had not demonstrated that Wilmington violated its contractual obligations.