Question: My sister and I are beneficiaries of a trust. The trust manager is a distant cousin and I think it is the first time he has been a trustee. He doesn’t seem to know what he is doing. We ask ...
A trust beneficiary's interest is an equitable property interest. It can be a present interest or a future interest, and, whether vested or contingent, the interest is property. Even a contingent ...
Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...
Assume trustee of an irrevocable inter vivos trust leases entrusted land to an entity that employs the trustee. All rents properly accrue to the ...
Since New York case law generally holds that a trustee is the proper party to a suit in conflict situations, the aggrieved trust beneficiary is seemingly without options. Practitioners, however, ...
Lisa S. Presser, left, and Brian M. Balduzzi, right, of Faegre Drinker Biddle & Reath. Courtesy photos The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the ...
In the case of In re Dille Family Trust (26 WDA 2023 J-A06027-24 (May 16, 2024), an unreported decision, the Pennsylvania Superior Court affirmed the rulings of the Pennsylvania Orphans’ Court and ...
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Trustworthy: can a beneficiary disrupt a trust?
A recent real-life case demonstrated the importance of estate planners and trustees staying alert. Essentially, the founder’s (the estate planner) daughter reached maturity, and her new attorney ...
The Privy Council has ruled against the Bermuda Court of Appeal in a Bermuda purpose trust case which challenged the decision of the trustees of a multibillion-dollar Taiwanese plastics fortune to ...
Many readers ask me if there are any advantages in naming a trust as an IRA beneficiary. Although the IRS made slight improvements in the SECURE Act regulations in July, using a trust as an IRA ...
Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...
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