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  • Article

    Caregiver Inheritances: When A Late-In-Life Change To A Will Raises Red Flags

    When an aging parent leaves a significant portion of their estate to their caregiver, families often question whether the bequest reflects genuine intent or undue influence. Washington courts have recently addressed this tension, upholding legitimate caregiver inheritances while also recognizing red flags that warrant closer scrutiny, including isolation, control over legal processes, cognitive decline, and dramatic departures from long-standing estate plans.
    United StatesFamily and Matrimonial
    Stokes Lawrence, P.S.
    Stokes Lawrence, P.S.
  • Article

    Wealth Management Update

    December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
    United StatesWealth Management
    Proskauer Rose LLP
Proskauer Rose LLP
  • Article

    Benefits Of A Trust Protector

    Making changes to an irrevocable trust can be difficult. Even minor or administrative changes can require court approval and consent of all beneficiaries to the trust. Many states, including...
    United StatesFamily and Matrimonial
    Greensfelder, Hemker & Gale
    Greensfelder, Hemker & Gale
  • Article

    Professional Fiduciaries And Financial Elder Abuse In Trust Administration: Detect, Protect, And Recover

    California's Professional Fiduciaries Act imposes heightened duties on licensed fiduciaries to detect and respond to financial elder abuse within trust estates. When vulnerable adults face exploitation from family members, caregivers...
    United StatesFamily and Matrimonial
    Weintraub Tobin Chediak Coleman Grodin Law Corporation
    Weintraub Tobin Chediak Coleman Grodin Law Corporation
  • Article

    District Court Grants Interlocutory Appeal In CFPB Enforcement Action Against Student Loan Trusts And Stays Case Pending Appellate Review

    On February 11, 2022, the U.S. District Court for the District of Delaware granted a motion for interlocutory appeal in Consumer Financial Protection Bureau v. The National Collegiate Master Student Loan Trusts filed by ...
    United StatesFinance and Banking
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    Forward Movement In The Bureau Of Consumer Financial Protection's Student Loan Litigation: What This Means For Securitization

    In September 2017, the Bureau of Consumer Financial Protection (the "Bureau") brought an enforcement action against the National Collegiate Student Loan Trusts for alleged violations of consumer financial protection laws in connection with student loan debt collection practices.
    United StatesFinance and Banking
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    FACT Act Promises Transparency In Bankruptcy Trust Claims And Payments For Asbestos Exposure

    Asbestos defendants are one step closer to greater transparency regarding the often illusive bankruptcy trust claims and payments.
    United StatesInsolvency/Bankruptcy/Re-Structuring
    Duane Morris LLP
    Duane Morris LLP
  • Article

    Gallery Closures – Protecting Artists

    Gallery closures and insolvencies in London and New York are creating unprecedented challenges for artists who face lost income, complex ownership disputes, and potential clawback claims. Understanding the legal framework around secured creditors, trust property, and proprietary claims becomes essential for artists seeking to protect their interests when galleries enter administration or liquidation.
    United StatesLitigation, Mediation & Arbitration
    Withers LLP
    Withers LLP
  • Article

    In A Case Of First Impression In New York, Surrogate's Court Holds That There Is No Basis In "Law Or In Logic" To Impose Forfeiture On Individual Beneficiaries Challenging An Instrument Containing An In Terrorem Clause In Their Fiduciary Capacities

    In a case of first impression in New York, CLM obtained dismissal of a trustee's in terrorem petition seeking to claw back two beneficiaries' personal bequests based on their approval – in their separate roles as directors.
    United StatesLitigation, Mediation & Arbitration
    Carter Ledyard & Milburn LLP
    Carter Ledyard & Milburn LLP
  • Article

    When Health Changes, Your Real Estate Plan Should Too

    An older homeowner may be downsizing, moving closer to adult children, transitioning to assisted living, or leaving a home that has become difficult to maintain.
    United StatesReal Estate and Construction
    Minchella & Associates
    Minchella & Associates
  • Article

    Why Go Offshore?

    Asset protection planning has been practiced by attorneys, financial planners and accountants for several decades.
    United StatesReal Estate and Construction
    Bohm, Wildish & Madsen
    Bohm, Wildish & Madsen
  • Article

    Family Wealth Protection Strategies

    Protecting family wealth requires careful planning and the proper legal strategies. Without a structured approach, high-net-worth families and business owners...
    United StatesWealth Management
    Seder & Chandler
    Seder & Chandler
  • Article

    On Wealth: The Modern Evolution Of The Trust Company

    During the past decade there has been a significant shift in the ownership and structure of the private trust business that serves high net worth individuals and families in the United States
    United StatesWealth Management
    Hogan Lovells Cadwalader
    Hogan Lovells Cadwalader
  • Article

    Wealth Management Update - December 2019

    The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.0%, which is unchanged from the November rate.
    United StatesWealth Management
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Growth, Pressure, And Planning: Why North Carolina Farmers Need Legal Counsel Now More Than Ever

    North Carolina's agricultural landscape is undergoing dramatic transformation as development pressure threatens over a million acres of farmland by 2040.
    United StatesCorporate/Commercial Law
    Ward and Smith, P.A
    Ward and Smith, P.A
  • Article

    Tennessee Trust Bill Takes Effect And Makes Important Changes To The State's Trust Laws

    Tennessee enacted a new trust bill effective July 1, 2024, that made several key changes to Tennessee's trust laws as well as an important change to the Tennessee general partnership statute.
    United StatesFinance and Banking
    Holland & Knight
    Holland & Knight
  • Article

    To Taint Or Not To Taint: US Persons Face A New Question About Their Excluded Property Trusts

    US citizens and green card holders are already familiar with worldwide taxation. US persons who have become 'deemed domiciled' in the UK for inheritance tax ('IHT') ...
    United StatesTax
    Withers LLP
    Withers LLP
  • Article

    CLM/Women Newsletter Vol. 1

    Notes From Our Leadership. Nourishing our relationships is a powerful value that feeds our spirits, our professional lives and our social and family lives.
    United StatesCannabis & Hemp
    Carter Ledyard & Milburn LLP
    Carter Ledyard & Milburn LLP
  • Article

    Compelling A Muni Indenture Trustee To Arbitrate Before FINRA

    A recent decision out of the federal district court in Nevada, BOKF, NA v. Estes D. Nev. March 2, 2018), addressed the interesting question of whether an indenture trustee for municipal bonds could be compelled...
    United StatesCorporate/Commercial Law
    Herbert Smith Freehills Kramer LLP
    Herbert Smith Freehills Kramer LLP
  • Article

    Multigenerational Planning: A Case Study

    About 10 years ago, Reinhart Boerner Van Deuren began working with a family that had operational control of a multigenerational family business in Southeastern Wisconsin.
    United StatesCorporate/Commercial Law
    Reinhart, Boerner, Van Deuren SC
    Reinhart, Boerner, Van Deuren SC
  • Showing 341–360 of 588 results

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