On January 25, 2013, trustees around the state breathed a sigh of relief after the Iowa Supreme Court reversed the district court’s controversial decision in the trust case of In the matter of Trust #T-1 of Mary Fay Trimble....more
- Abuse of Discretion Beneficiaries Fiduciary Duty Personal Liability Revocable Trusts Settlors Trust Accounting Trustees
The Fiscal Cliff legislation passed by the Senate on Monday and the House of Representatives late on New Year’s Day extends the estate, gift and generation skipping tax provisions we have been working with in 2011 and 2012....more
- American Taxpayer Relief Act Charitable Donations Clawbacks Estate Tax Fiscal Cliff Generation-Skipping Transfer Gift-Tax Exemption IRA
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