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3 Aug 2007, 11:01 am
Jonathan Harris has written an article in the new issue of the  Jersey and Guernsey law Review entitled “Comity overcomes statutory resistance: In the Matter of the B Trust” (J.G.L.R. 2007, 11(2), 184-201). [read post]
28 Oct 2011, 7:40 am by John Palley
As I have said before there it is amazing how many questions are answered in the California probate code relating to California probate, trusts, estates, estate planning, and related matters. [read post]
29 Aug 2016, 4:05 pm
Determining the situs of a trust (i.e. the residence of a trust) is not always an easy matter. [read post]
29 Aug 2016, 4:05 pm
Determining the situs of a trust (i.e. the residence of a trust) is not always an easy matter. [read post]
8 Sep 2013, 8:56 am by Charles (Chuck) Rubin
The particular things that were done to obtain the desired tax treatment included: a. the donor cannot serve as trustee of the charitable lead trust; b. while the donor can serve as a director of the foundation, the donor is not permitted to vote on matters relating to disbursements or grants of funds received from the trust; c. a quorum of the Board of Directors of the foundation, excepting the donor, established a committee, with the sole authority to… [read post]
3 Jul 2019, 6:59 am by Legal Profession Prof
Upon careful review of this matter, we conclude that although Attorney Wagner did violate SCR 20:1.5(b)(3), the violation... [read post]
13 May 2024, 7:30 am by Robert M. Harper
  On the third day of the hearing, the parties entered into a settlement that provided for: (a) the trust amendment to be declared null and void; and (b) the original trust agreement to be reformed to provide for the share of one of the trust’s beneficiaries to be held in a continuing supplemental needs trust (id.). [read post]
17 Sep 2007, 6:36 pm
Boerckel was entitled to summary judgment as a matter of law as to Counts I and II of the Petition. [read post]
22 Feb 2011, 8:33 pm
Since Attorney Klyman focuses part of her practice in the area of estate and trust litigation, her article describes a total of eleven mistakes people make that can cause their private family and financial matters to end up in court. [read post]
27 Feb 2017, 11:38 am by WynnAndWynn
A and B create a Trust in which A is named as Trustee, and A and B are each named as 50% Beneficiaries of the Trust, with the survivor of them being entitled to the entire 100% beneficial interest upon the death of the other. [read post]
19 Jul 2016, 8:53 am
When it comes to matters of trusts (and maybe trustees), famed Wall Street regulator Billy Joel warns that After you've heard lie upon lie, There can hardly be a question of why. [read post]
30 Jan 2017, 4:38 pm by Kenneth Vercammen Esq. Edison
We will explain the Irrevocable Trust at the end of the article.Transferring Property Into The TrustThe transfer of title to property into the Trust is a relatively simple matter. [read post]
2 Mar 2021, 11:09 am by Alexis
– Alexis The post What Matters to Me Workbook appeared first on Law Office of Alexis B. [read post]
6 May 2016, 4:01 pm by Charles (Chuck) Rubin
A short summary of the facts: (a) in 2002, the assets of the subject trust are moved into two trusts, (b) on October 11, 2011, accountings for the old trust and the two new trusts are given to a beneficiary who was a beneficiary of the old trust but not the two new trusts, which accountings included a limitations notice that warned that an action for breach of trust for matters disclosed in the accountings may be barred… [read post]
10 Feb 2016, 1:11 pm by Nicholas Weaver
Trust is a matter of perception as much as reality. [read post]