United States: Trusts

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Business law and corporate law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics that involve business and corporate law produced by specialists working in this area every day.

When A Corporate Trustee May Be A Disadvantage For Your Trust

Last month I explored the potential advantages of naming a corporate trustee, acknowledging that the decision is ultimately a matter of personal preference.

United States Commercial

OK

Offit Kurman

Navigating Solo Aging With Dr. Gerda Maissel (Video)

Join host Candace Dellacona in this insightful episode of The Sandwich Generation Survival Guide, featuring Dr. Gerda Maissel, founder of My MD Advisor. Candace and Dr. Maissel discuss "solo agers"...

United States Family

OK

Offit Kurman

CareYaya: A Revolutionary Approach To Elder Care (Video)

In this episode of the Sandwich Generation Survival Guide, host Candace Dellacona is joined by Neal Shah and Sydney Rosbury from CareYaya, an innovative platform transforming the elder care industry.

United States Family

OK

Offit Kurman

Choosing A Trustee: Navigating The Complexities And Key Considerations (Podcast)

In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee...

United States Family

OK

Offit Kurman

Establishing A Family Office: 5 Essential Tips For Getting Started

United States Wealth Mgt

FL

Fennemore

The Use Of Trusts In Mortgage Loan Financing

United States Finance

SM

Sheppard Mullin Richter & Hampton

The Consequences Of Deception: Defendant Hit With $4.5 Million Judgment After 12-Year "Wild Goose Chase Based On A Lie"

United States Commercial

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Farrell Fritz, P.C.

Revocable vs. Irrevocable Trusts: Which One Is Right For You?

United States Family

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Tully Rinckey

Deadline Fast Approaching To File A Pennsylvania Annual Report

United States Commercial

BI

Buchanan Ingersoll & Rooney PC

Cross-Border Estate Planning: A Guide For Multi-Citizens

United States Family

HG

Harvey Law Group

CFPB Dismisses Two Actions Against Student Loan Trusts And Subprime Auto Lender

United States Finance

SM

Sheppard Mullin Richter & Hampton

Lengthy Opinion Delivered Regarding In Terrorem Clause

United States Litigation

FF

Farrell Fritz, P.C.

Family Wealth Protection Strategies

United States Wealth Mgt

Seder & Chandler

How Tariffs Impact Business Transfers

United States Commercial

FF

Farrell Fritz, P.C.

2025 Trade Policy Agenda Provides Rationale For Trump Tariff Actions

United States International

BG

Braumiller Law Group, PLLC

New Montana State Income And Property Taxes For 2025 & 2026

United States Tax

PB

Parsons Behle & Latimer

The Art Of The (UK) Deal

United States International

BG

Braumiller Law Group, PLLC

Tariffs And The Future Of U.S. Beef

United States International

BG

Braumiller Law Group, PLLC

Workplace Violence: Why Employers Can't Afford To Ignore The Warning Signs

United States Employment

OK

Offit Kurman

Maintaining S Corporation Status: Eligibility Requirements, Termination Risks, And IRS Relief Options

Closely held corporations typically elect to be treated as S Corporations because doing so allows their shareholders to continue to have the legal benefits of operating in corporate form...

United States Commercial

FF

Farrell Fritz, P.C.

Ethica Ex Machina Or: How I Learned To Stop Worrying And Love ChatGPT | Ethical Considerations For Trusts And Estates Attorneys Using Generative AI

ChatGPT and other generative artificial intelligence ("AI") applications are not merely coming for our jobs; they are also among the most powerful, if not dangerous, tools available to lawyers today.

United States Technology

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Sheppard Mullin Richter & Hampton

Combining Trusts To Reduce Complexity And Costs Can Be Harder Than You Think (Podcast)

Complex clients often require equally intricate planning. Over time, these complexities can result in the establishment of multiple trusts for future generations. As children and grandchildren inherit these trusts.

United States Commercial

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Proskauer Rose LLP

Maryland Emergency Regulations

On January 10, 2025, the Maryland Office of Financial Regulation issued emergency regulations revised to clarify that "passive trusts"...

United States Finance

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Cadwalader, Wickersham & Taft LLP

New Jersey Appellate Court Affirms Rescission Of Policies Based On Law Firm's Misrepresentation In Applications

United States Wealth Mgt

WR

Wiley Rein

Maryland Guidance Applies Licensing Requirements To Assignees Of Residential Mortgage Loans

United States Finance

MB

Mayer Brown

Pryor Cashman Announces The Arrival Of Trusts + Estates Partner Brian Sweet

United States Law Performance

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Pryor Cashman LLP

Insights On Preparing For The Federal 2026 Trust And Estate Tax Changes And California's Proposition 19

United States Tax

FL

Fennemore

Key Concerns For Trusts And Estates Pertaining To The Corporate Transparency Act

United States Commercial

PR

Proskauer Rose LLP

FinCEN Issues Final Rule Requiring AML Reporting For Real Estate Sector

United States Real Estate

SR

Schulte Roth & Zabel LLP

How A Commercial Loan Officer Can Save Their Borrowers Recordation Tax On Maryland Loans Under $12.5 Million

United States Commercial

DB

Dunlap Bennett & Ludwig

Navigating The Corporate Transparency And New York LLC Transparency Acts: A Guide For Trust And Estates Attorneys

United States Commercial

PB

Porzio, Bromberg & Newman

Estate Planning For Professionals

United States Family

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McCarthy, Lebit, Crystal & Liffman

Revocable Trust Structures For Married Couples: The Survivor's Trust / Marital Trust / Family Trust Format

United States Commercial

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Spencer Fane

How A Commercial Loan Officer Can Save Their Borrowers Recordation Tax On Maryland Loans Under $12.5 Million

In Maryland the use of Indemnity Deeds of Trust are a simple path to save your borrowers $5 to $7 per thousand on their closing costs for commercial loans, but proper structuring of the transaction...

United States Commercial

DB

Dunlap Bennett & Ludwig

Navigating The Corporate Transparency And New York LLC Transparency Acts: A Guide For Trust And Estates Attorneys

The implementation of the Corporate Transparency Act (CTA) and the New York LLC Transparency Act (NYLTA) introduces new reporting obligations that have significant implications for trusts and estates...

United States Commercial

PB

Porzio, Bromberg & Newman

Estate Planning For Professionals

Estate planning is essential for professionals looking to secure their financial legacy and protect their assets. This comprehensive legal overview details the intricacies...

United States Family

ML

McCarthy, Lebit, Crystal & Liffman

Revocable Trust Structures For Married Couples: The Survivor's Trust / Marital Trust / Family Trust Format

Many married couples, especially in community property states (such as Arizona, California, and Texas), will elect to have one joint revocable trust to hold their respective properties...

United States Commercial

SF

Spencer Fane

In A Case Of First Impression In New York, Surrogate's Court Holds That There Is No Basis In "Law Or In Logic" To Impose Forfeiture On Individual Beneficiaries Challenging An Instrument Containing An In Terrorem Clause In Their Fiduciary Capacities

United States Litigation

CL

Carter Ledyard & Milburn

FinCEN Finalizes Residential Real Estate Reporting Requirements

On August 28, 2024, the US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) finalized a rule to require reporting of certain US residential real estate transactions ("Final Rule").

United States Real Estate

MB

Mayer Brown

Navigating New Disclosures Under The Corporate Transparency Act

The Corporate Transparency Act (CTA) generated substantial commentary throughout 2023 as businesses and advisors worked to determine compliance and reporting burdens imposed by the Act in advance of its January 1, 2024 effective date.

United States Commercial

RI

Ruberto, Israel & Weiner

Advising Clients In Light Of Connelly v. US

Whether life insurance proceeds received by a corporation to fund redemption obligation should be considered in valuing a company.

United States Insurance

RI

Ruberto, Israel & Weiner

Leveraging The Succession Matrix® – Business Advisor Testimonial

Jeff Faulkner, a business advisor who has been working with clients for over 20 years, shared his insights into the impact of his work on his clients.

United States Commercial

IG

IR Global

The Art & Science Of Business Exit Planning (Podcast)

United States Commercial

VW

Duggan Bertsch

A Business Exit Strategy Blueprint (Podcast)

United States Commercial

VW

Duggan Bertsch

CLM/Women Newsletter Vol. 1

United States Cannabis

CL

Carter Ledyard & Milburn

Tennessee Trust Bill Takes Effect And Makes Important Changes To The State's Trust Laws

United States Finance

HK

Holland & Knight

Connelly v. United States: Supreme Court Rules Redemption Buy-Sell Increased Estate Taxes

United States Commercial

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Reinhart Boerner Van Deuren s.c.

Supreme Court Case Prompts Estate Tax Considerations For Businesses

United States Tax

KR

Kaufman Rossin

Revocable Trusts, Irrevocable Trusts, And Changing With The Times

United States Commercial

WL

Withers LLP

2024 Legislative Update: New Laws To Take Effect July 1

United States Healthcare

BM

Barrett McNagny

Q&A With Anne Paape, Managing Director And Senior Fiduciary Counsel At Cresset

United States Wealth Mgt

RK

Robins Kaplan

Understanding Client Motivations: Key To Making A Significant Impact

United States Commercial

IG

IR Global

Reinhart Strengthens Trusts And Estates Practice With Addition Of Attorney Abigail McGowan

United States Commercial

RB

Reinhart Boerner Van Deuren s.c.

Information Reporting On Foreign Trusts And Gifts – New Regulations Proposed

United States Commercial

RP

Ruchelman PLLC

Private Family Offices Can Be Complicated – Should You Outsource Yours?

United States Commercial

KR

Kaufman Rossin

What Is Succession Planning?

United States Commercial

BM

Barrett McNagny

CFPB Settles Action Against Student Loan Servicer And Securitization Trusts

United States Finance

SM

Sheppard Mullin Richter & Hampton

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Latest Videos

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Navigating Solo Aging With Dr. Gerda Maissel (Video)

OK

Offit Kurman

CareYaya: A Revolutionary Approach To Elder Care (Video)

OK

Offit Kurman

Charitable Remainder Unitrusts In A Rising Interest Rate Environment (Video)

LG

Lathrop GPM

Ten Minute Interview: How To Mitigate Trustee Liability (Video)

FL

Foley & Lardner

Private Family Trust Companies (Video)

VW

Duggan Bertsch

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