A discussion of the evolution of the Uniform Trust Code and the changes in trust and estate design and administration.
California Supreme Court depublishes Special Needs Trust Case Scott v. McDonald following Amicus Brief by ACTEC.
Tips to protect assets in prenuptial agreements, divorce agreements, and how to manage associated estate taxes.
Trust and estate expert explain the importance of the US-Japan Estate, Inheritance and Gift Tax Treaty and how it works.
Update on UK tax treatment of offshore income gains arising in protected settlements and how investing in UK real estate impact US citizens.
A discussion of the Uniform Law Commission’s new Uniform Fiduciary Income and Principal Act, UFIPA, created in July 2018.
Understand the ins-and-outs of third-party created irrevocable trust, examples and how they might vary between states.
A discussion of the interplay of four of the ABA’s Model Rules of Professional Conduct surrounding scope of representation, communication, confidentiality, and conflict of interest.
How should a trust and estate attorney navigate the ethical and legal dilemma that occurs when a client asks for him or her to serve as a trustee?
Elder abuse by marrying to obtain wealth is on the rise. Understand the inadequate and new laws surrounding the issue.