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More and more families are turning to private trust companies (PTCs) for their trusts and estates. Are they right for you...

The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is the same as November's rate.

BlackRock Core Bond Portfolio is yet another one of the cases arising out of the RMBS meltdown in the latter half of the preceding decade that are wending their way through the trial courts.

Trusts are being used more often for financing mortgage loans, which can be an effective way to optimize asset management and minimize lender risk.

Each week, Crowell & Moring's State Attorneys General team highlights significant actions that State AGs have taken. Here are this week's updates.

Last week, the Washington Court of Appeals, Division One, ruled that, notwithstanding the anti-deficiency provision in the state's Deeds of Trust Act, a lender can pursue a deficiency judgment against a guarantor following a non-judicial foreclosure of the property securing the underlying borrower's obligation.

A common question that arises during litigation concerning trusts is how the attorney's fees are going to be paid.

The House Committee on Ways and Means' proposed tax plan to pay for the $3.5 trillion infrastructure bill includes a number of significant changes to current estate planning opportunities.

As noted in the recent article by Gideon Rothschild, certain gifting strategies may be seriously curtailed or eliminated in the coming months.

A major advantage of current federal tax law is that estate tax exemption "portability" is now permanent.

he Federal Deposit Insurance Corporation (FDIC) has announced that it will be changing the way it insures deposits in accounts owned by trusts.

The Maryland Statutory Trust Act was first enacted in 1999 as the Maryland Business Trust Act in Title 12 of the Corporations and Associations Article of the Annotated Code of Maryland and was substantially amended in 2010.

Irrevocable trusts provide many benefits, including estate and income tax savings and asset protection. As a trust ages, the original purpose for its creation may not align with its current performance.

In a recent decision involving the Golden Guernsey Chapter 7 proceeding,1 a Delaware bankruptcy court refused to dismiss a Chapter 7 trustee's complaint...

Estate planning can be a challenging and daunting process, with several things to consider, and there are frequently a variety of solutions available, each with unique advantages — or disadvantages.

It is the season of giving which ultimately fuels the season of estate and gift tax audits.

On April 23, 2015, Judge Gregory P. McGuire of the Business Court division of the Superior Court of Wake County, North Carolina, issued a decision in the matter of the Kimberly Rice Kaestner 1992...