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ESTATE & SUCCESSION PLANNING CORNER—Spendthrift Trusts: Much Ado About (Almost) Nothing, or Is It?

ESTATE & SUCCESSION PLANNING CORNER Tax & Accounting US, CCH Research & Learning Wolters Kluwer Creating Creditor Protection Trusts Must Extend Beyond the Spendthrift Provision In discussing the creditor protection…

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“Cultivating Gardens and Cultivating Generations: Purposeful Living as Standard of Care for Elder Law Attorneys,”

25 Elder Law Journal (forthcoming 2018) Trusts & Estates Special Report: Review Of Reviews Sympathetic to the claims that so-called warehousing is generally bad. Another common concern is that because…

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DUTY OF LOYALTY: HOLD ON TO YOUR HAT (Reprinted from the June 2017 issue of ALI CLE’s Estate Planning Course Materials Journal)

Estate Planning Course Materials Journal American Law Institute CLE Fiduciary and personal interests occasionally conflict in the investment or management of trust property. Transactions which are “affected by a conflict”…

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Dead, But Not Forgotten

The continued relevance of IRC Section 1022 and the 2010 estate tax repeal Read Entire Article

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