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  • Article

    Choosing A Trustee: Navigating The Complexities And Key Considerations (Podcast)

    In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee...
    United StatesFamily and Matrimonial
    Offit Kurman
    Offit Kurman
  • Article

    New South Dakota Special Spousal Trust

    William D. Lipkind (Partner-New Jersey) is co-author of an article on the "New South Dakota Special Spousal Trust" in the July 7, 2016, issue of Leimberg's Estate Planning Newsletter #2433.
    United StatesFamily and Matrimonial
    Wilson Elser Moskowitz Edelman & Dicker LLP
    Wilson Elser Moskowitz Edelman & Dicker LLP
  • Article

    Ambac Sues Countrywide For Alleged Fraud In Connection With $1.7 Billion In RMBS

    On December 27, Ambac Assurance Corporation filed a complaint against several Countrywide entities and Bank of America Corporation in New York state court...
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    RMBS Claims Against Bank Of New York Mellon Remain In Federal Court

    On December 18, Judge William Pauley III of the U.S. District Court for the Southern District of New York denied Bank of New York Mellon's motion to dismiss RMBS claims...
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    SDNY Grants Trustees' Motion To Dismiss Triaxx CDOs' RMBS Claims For Lack Of Standing

    On March 21, 2017, Judge Naomi Reice Buchwald of the United States District Court for the Southern District of New York issued a Memorandum and Order granting defendants' motion...
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    U.S. Bank Reaches $6 Million Settlement Of Claims For Breach Of RMBS Trustee Duties

    On December 17, the parties in Oklahoma Police Pension and Retirement System v. U.S. Bank, N.A., No. 11-cv-8066 (S.D.N.Y.) asked the court to approve a $6 million settlement of class action claims asserted against U.S. Bank...
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    Corporate Transparency Act, Coming New Year's Day

    Everyone should be prepared for the requirements in the Corporate Transparency Act, which is effective New Year's Day.
    United StatesCorporate/Commercial Law
    Thompson Coburn LLP
    Thompson Coburn LLP
  • Article

    Creditors Attacking The Trust

    Twenty years ago, in the spring of 2000, the Colorado Supreme Court released its decision in Lagae v. Lackner. The decision rejected a creditor's attack on a valuable Colorado ranch.
    United StatesCorporate/Commercial Law
    Lewis Roca
    Lewis Roca
  • Article

    On Demand Webinar – Succession Planning Strategies For Trucking Businesses

    What's the future of your trucking company when you step away? Join us for a webinar with Shareholder Doug Marcello of our Trucking and Commercial Transportation group and Shareholder...
    United StatesCorporate/Commercial Law
    Saxton & Stump
    Saxton & Stump
  • Article

    Recent Case Reinforces Important Message On Trustee's Fees

    In Robert Rauschenberg Foundation v. Grutman, a Florida appeals court recently held that $24.6 million was reasonable compensation for trustees that served for approximately six years.
    United StatesCorporate/Commercial Law
    Lindquist & Vennum
    Lindquist & Vennum
  • Article

    Shedding Light On Blind Trusts

    Blind trusts are typically associated with politicians who seek to avoid conflicts of interest while occupying public office.
    United StatesCorporate/Commercial Law
    Bowditch & Dewey
    Bowditch & Dewey
  • Podcast

    The Art & Science Of Business Exit Planning (Podcast)

    Tune in to this episode when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Rob Wellendorf, President of Execso...
    United StatesCorporate/Commercial Law
    Duggan Bertsch
    Duggan Bertsch
  • Podcast

    Nevada Private Family Trust Companies (Podcast)

    What is a Nevada private family trust company and who should consider establishing one.
    United StatesFamily and Matrimonial
    Duggan Bertsch
    Duggan Bertsch
  • Article

    New York Bar Braces For Governor Hochul's Potential Signature On The "Grieving Families Act"

    For months, the New York legal and business communities have been following the progress of Bill S74A, also known as the "Grieving Families Act," which was passed by the New York legislature in June 2022.
    United StatesFamily and Matrimonial
    Lewis Brisbois Bisgaard & Smith LLP
    Lewis Brisbois Bisgaard & Smith LLP
  • Video

    Private Family Trust Companies (Video)

    Rachel advises her clients in the potential tax issues that may affect these areas of practice, including ways to minimize both income taxes and potential estate or inheritance taxes.
    United StatesFamily and Matrimonial
    Duggan Bertsch
    Duggan Bertsch
  • Article

    Trust & Will (Podcast)

    In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning.
    United StatesFamily and Matrimonial
    Ballard Spahr LLP
    Ballard Spahr LLP
  • Article

    New MoFo FAQs On The Trust Indenture Act

    The use of liability management transactions in the wake of the financial crisis, along with two important court cases...
    United StatesFinance and Banking
    Morrison Foerster
    Morrison Foerster
  • Article

    Royal Park And Wells Fargo Reach Settlement In RMBS Litigation

    On January 14, U.S. District Judge Katherine Polk Failla of the Southern District of New York granted a joint request from plaintiff certificateholder Royal Park Investments
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    S.D.N.Y. Rejects "Pervasive Breach" Claim And Issues Numerous RMBS Rulings In Deciding Trusts’ And Issuer’s Motions For Summary Judgment

    On January 9, 2015, in a series of rulings, Judge P. Kevin Castel of the United States Court for the Southern District of New York granted in part and denied in part motions for partial summary judgment.
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    Third Circuit Ruling Gives CFPB Green Light To Enforce Against Student Loan Trusts

    In a significant ruling on March 19, the Third Circuit Court of Appeals held that the CFPB can proceed with its lawsuit against a group of Delaware student...
    United StatesFinance and Banking
    Sheppard
    Sheppard
  • Showing 21–40 of 588 results

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