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Results: 1-10 of 184

Casey Kasem: the countdown (of estate planning lessons) rolls on

  • Bryan Cave LLP
  • -
  • USA
  • -
  • August 11 2014

More than a month after his death at age 82, Casey Kasem's body still has not been buried and now is missing from the Washington state funeral home

Reducing a beneficiary’s share of an estate is going to require some backup

  • Bryan Cave LLP
  • -
  • USA
  • -
  • August 5 2014

The will of Hazel Williams Helms provided that Jan Helms Rowell was to receive 50 percent of the residue of the estate. The administrator of the

IRS posts final Form 8960 instructions for Net Investment Income Tax

  • Bryan Cave LLP
  • -
  • USA
  • -
  • March 4 2014

The Internal Revenue Service has posted final instructions to Form 8960, Net Investment Income TaxIndividuals, Estates, and Trusts, to its

Washington court finds Alaska self-settled asset protection trust subject to Washington Uniform Fraudulent Transfer Act

  • Bryan Cave LLP
  • -
  • USA
  • -
  • June 28 2013

The Bankruptcy Court for the Western District of Washington has now joined other states in invalidating transfers to a self-settled trust on a

It’s income tax time again . . . But don’t forget about the gift tax return

  • Bryan Cave LLP
  • -
  • USA
  • -
  • March 26 2014

It's that time of the year againtax time! Like it or not, when tax season rolls around it is time for most Americans to add "do taxes" to the

Federal tax consequences of trust modificationreformation: score one for the taxpayer

  • Bryan Cave LLP
  • -
  • USA
  • -
  • June 13 2013

When is a modification or reformation of an irrevocable trust given effect for Federal tax purposes? In each of two recent private letter rulings

Administration proposes estate and gift tax changes in 2015 budget

  • Bryan Cave LLP
  • -
  • USA
  • -
  • April 4 2014

Inside the Administration's recently released budget proposal are a few notable proposed changes to the estate, gift and GST taxes, including a

No fiduciary duty owed to remainder beneficiaries of revocable trust prior to grantor’s death

  • Bryan Cave LLP
  • -
  • USA
  • -
  • October 12 2012

Applying Michigan law, in Pennell v. Alverson the Arizona Court of Appeals recently came out with a well-written opinion explaining when a trustee owes fiduciary duties to the remainder beneficiaries of a revocable trust

Can a breach of fiduciary duty land a fiduciary in jail?

  • Bryan Cave LLP
  • -
  • USA
  • -
  • March 21 2013

We spend a lot of time here looking at civil cases involving corporate and individual fiduciaries. That doesn't mean that the wrongful acts

Conflict of interest warranted judicial removal of personal representative and trustee

  • Bryan Cave LLP
  • -
  • USA
  • -
  • October 31 2013

Individual trustees who must administer real property often attempt to save the trust money by personally making certain improvements, repairs, or