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New Uniform Directed Trust Act

USA - August 2 2017 More and more, I review trust agreements that appoint a trustee, but then appoint other individuals or institutions to perform certain tasks that are...


Trump Foundation Admits to Self-Dealing

USA - February 13 2017 The rules and regulations surrounding the operation of family foundations contain traps for the unwary and prohibit self-dealing transactions. We...


New Colorado Ethics Opinion Provides Guidance Regarding Missing Clients

USA - October 10 2016 Picture this: you are representing a beneficiary of a trust in heated litigation. The client is committed to the cause, but as time passes, the client...


Recent IRS Statistics

USA - June 6 2016 For our litigation clients, a fiduciary’s failure to consider the tax impact of their actions can be the genus for litigation and anticipated tax...


Colorado Supreme Court Upholds the Strict Privity Doctrine for Attorney Malpractice Claims

USA - January 25 2016 The Colorado Supreme Court upheld the strict privity doctrine for attorney malpractice claims by nonclients and reaffirmed that an attorney’s...