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21 Sep 2012, 11:40 am
Those working in the California insurance industry probably remember a shameful case several years ago involving so-called “living-trust mills”. [read post]
27 Sep 2012, 9:15 am
In order to establish a special needs trust, one or more trustees must be selected to manage the trust. [read post]
30 Jul 2013, 10:00 am by Keith A. Davidson
In this video, Keith Davidson discusses the factors that comprise a good Trustee selection for your California Trust. [read post]
22 Aug 2011, 8:51 am
The Great Recession and the aging of baby boomers, has placed a double whammy on the Social Security Disability trust fund. [read post]
1 Jun 2013, 7:25 am by Cooper, Adel & Associates
  You can simply list a charitable gift amount or a specific asset to be distributed to the named charity as a provision of your trust. [read post]
6 Apr 2013, 6:09 am by Thom Cooper
Answer:  A successor trustee has a fiduciary obligation to follow the instructions provided in the living trust. [read post]
26 Aug 2011, 6:12 am
If you leave assets to your children in a revocable trust, they can also be at risk to equitable distribution depending on the circumstances and how they are used. [read post]
30 Sep 2010, 4:11 am by Todd Zywicki
(Todd Zywicki) My latest WSJ contribution: “In Elizabeth Warren We Trust? [read post]
14 Oct 2013, 2:18 pm by Keith A. Davidson
  This is big deal because wrongdoers are so rarely arrested and charged for their criminal actions in Trust and Will cases. [read post]
13 Jun 2013, 2:08 pm by Keith A. Davidson
  When a parent creates a revocable Trust the Trustee only owes a duty to the Trust creator (called a Settlor—i.e., the parent). [read post]
20 Oct 2008, 8:47 pm
Informal revocable trusts are sometimes called "pay-on-death," "Totten trust" or "in trust for" accounts. [read post]
9 Dec 2019, 10:31 am by Renae Lloyd
    The post Listed Funds Trust to Liquidate 3 ETFs appeared first on The White Law Group. [read post]
13 Mar 2007, 8:11 pm
., March 1, 2007),  2007 WL 704937, read opinion here, the Delaware Chancery Court granted a constructive trust regarding proceeds from the sale of property that the court determined was a fraudulent conveyance of... [read post]
6 Feb 2007, 9:16 pm
Yesterday, I attended the Trusts and Estates conference at the Ontario Bar Association’s 2007 Annual Institute of Continuing Legal Education. [read post]
24 Sep 2010, 12:34 pm by Scott
A friend recently asked me about the differences between revocable and irrevocable trusts. [read post]
14 Jan 2009, 8:21 pm by David Lillesand
We've updated our Q and A BOOKLET with the most common questions and answers on Special Needs Trusts as a method to legally shelter, with governmental approval, funds from personal injury awards and from inheritances. [read post]
28 Jul 2014, 10:00 am by Scott Talkov
Volume 32, Number 2, 2014 Mortgage Shotgunning and the Priority of Trust Deeds By Scott Talkov This article reviews recent California case law […] [read post]
User trust has been identified as a key success factor of online business: A user’s willingness to provide personal data is a prerequisite for online transactions. [read post]