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Results: 1-10 of 2,318

National Estate Planning Awareness week

  • Sirote & Permutt PC
  • -
  • USA
  • -
  • October 16 2014

October 20-26, 2014 is National Estate Planning Awareness Week. In 2008, prompted by the estimate that over 120 million Americans are without

Rouner v. Hudson -- cautionary tale re trust and estate plans from the Missouri Supreme Court

  • Armstrong Teasdale LLP
  • -
  • USA
  • -
  • October 15 2014

In 1996, one Dr. Conklin executed an agreement creating a living trust and a pour-over will re the remainder of his estate. The 1996 agreement

Recent cases of interest to fiduciaries

  • McGuireWoods LLP
  • -
  • USA
  • -
  • October 14 2014

Norma Beck died in 1984. Her will created six trusts, one for each of six grandchildren. Gordon Mueller was named as trustee of each trust. Mueller

The Donald Sterling case provides valuable trustee incapacity insights

  • Holland & Knight LLP
  • -
  • USA
  • -
  • October 13 2014

The ideal individual trustee has a wide variety of real world experience and judgment that can only be acquired over decades. Thus, many trustees are

Inherited IRAs are not protected

  • Sirote & Permutt PC
  • -
  • USA
  • -
  • October 10 2014

The U.S. Supreme Court recently held in the case of Clark v. Rameker that inherited IRAs are not exempt from such IRA beneficiary’s creditors because

The financial report October 2, 2014 - news from Asia and the Pacific

  • DLA Piper LLP
  • -
  • Australia, Singapore, USA
  • -
  • October 7 2014

The Australian Securities & Investments Commission released its latest report outlining decisions on relief applications covering the period from

How much information about a trust must be disclosed in a divorce?

  • Bryan Cave LLP
  • -
  • USA
  • -
  • October 1 2014

Trusts often lurk in the background of divorces. Sometimes they take center stage. But trusts can cast a wide net, and the trust instrument and

The end of the year is rapidly approaching

  • Loeb & Loeb LLP
  • -
  • USA
  • -
  • September 29 2014

Now is a good time to think about year-end tax planning in multiple areas. Many people take advantage of the annual exclusion from gift tax that is

Tax Court addresses income, estate and gift tax issues related to personal goodwill

  • Loeb & Loeb LLP
  • -
  • USA
  • -
  • September 29 2014

In the recent case of Bross Trucking, Inc., TC Memo 2014-107, the Tax Court again considered whether the shareholder of a corporation was possessed

IRS streamlines Offshore Voluntary Disclosure Program

  • Loeb & Loeb LLP
  • -
  • USA
  • -
  • September 29 2014

On June 18, 2014, the IRS announced new Streamlined Filing Compliance Procedures (Streamlined Programs) and changes to the existing Offshore