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Kathleen R. Sherby Bryan Cave LLP

Results 1 to 5 of 28



Rock, paper, scissors: life insurance beneficiary designation beats will *

USA - May 9 2013
The U.S. District Court in Minnesota, in Hall v. Metropolitan Life Insurance Company, D. Minn., No 0:11-cv-01269-DWF-LIB, 1/15/13, declined to give…

Co-authors: Stephanie L. Moll .


You can’t hide from the IRS *

USA - May 2 2013
The general rule is that an IRA is exempt from the claims of creditors. Indeed, the Federal Bankruptcy Code provides in Sections 522(b)(3)(C) and…

Co-authors: Stephanie L. Moll .


Is the trustee of a revocable trust answerable to the remainder beneficiaries? Ever? *

USA - April 19 2013
In a trilogy of new cases decided in the last couple of months, the courts in three states have addressed the issue of whether the trustee of a…

Co-authors: Stephanie L. Moll .


Pay my debts — please! *

USA - December 22 2012
Boilerplate trust drafting, debts secured by non-trust assets, a second marriage with children by a first marriage, a bad economy, and a trust with…

Co-authors: Stephanie L. Moll .


“Inherited IRA rollover” is not a true rollover *

USA - December 17 2012
Section 408(d)(3) of the Code specifically deals with when a distribution from an individual retirement plan to an individual does not need to be included in the gross income of the individual recipient but rather may be paid into another IRA for the benefit of such individual.

Co-authors: Stephanie L. Moll .


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