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Results: 1-10 of 6,464

Ohio Court of Appeals Rules That a Beneficiary's Interest in an Irrevocable Trust Is Not Subject to Equitable Division in a Divorce
  • Vorys Sater Seymour and Pease LLP
  • USA
  • August 21 2017

One of the many reasons that clients consider trusts in their estate planning is to protect assets from the creditors of their beneficiaries. In this


Pa. Supreme Court Upholds Trustee Replacement Rules
  • Barley Snyder
  • USA
  • August 18 2017

A recent Pennsylvania Supreme Court case clarified the ability of the beneficiaries of a trust to remove a corporate trustee. In a highly anticipated


Co-Executors’ Choice of Appraiser Upheld
  • Bingham Greenebaum Doll LLP
  • USA
  • August 18 2017

In Heisinger v. Cleary, 150 A.3d 1136 (2016), the Supreme Court of Connecticut upheld the Co-Executors’ engagement of Management Professional Planning


Beneficiary's Trust Interest Properly Taken for Beneficiary's Debts Under Modified Trust
  • Bingham Greenebaum Doll LLP
  • USA
  • August 14 2017

In the Matter of Frei Irrevocable Trust dated October 29, 1996, 390 P.3d 646, is a 2017 decision by the Supreme Court of Nevada holding that a


Family Business Interests, Charitable Remainder Trusts and Life Insurance: Q & A with Capital Strategies Group
  • Bradley Arant Boult Cummings LLP
  • USA
  • August 10 2017

Bradley’s Family Owned Business team asked our friends at Capital Strategies Group, Inc. to share a case illustrating how high-net-worth families


The Financial Report, 10 August 2017, US Banking Developments
  • DLA Piper LLP
  • USA
  • August 10 2017

The OCC announced the issuance of its “Failure Acquisitions” booklet, which sets forth the agency’s policies and procedures for national banks and


New York State Attorney General Files Lawsuit Against Queens Investment Adviser
  • Venable LLP
  • USA
  • August 10 2017

Eric Schneiderman, the Attorney General for the State of New York, recently announced a lawsuit against a Queens-based investment adviser for


Institutionalising the Operations of the Modern Family Office
  • Maples and Calder
  • USA
  • August 8 2017

A challenging investment environment and increasing governance requirements have impacted the needs of ultra high net worth investors. Given these


In re Estate of Kiefer & Poston v. Shelby-Love
  • Vorys Sater Seymour and Pease LLP
  • USA
  • August 7 2017

The Second and Eighth District Courts of Appeals demonstrate how difficult it is to establish undue influence. In Ohio, the general test to establish


The CRS and FATCA Registration Deadline has now passed (in a blur).
  • Maples and Calder
  • USA
  • August 3 2017

The registration deadline of 31 July, 2017 for both CRS and FATCA registrations has now passed. Financial Institutions that missed the deadline need