Family Law Securities Wills, Trusts, & Estate Planning

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The confusion being engendered by the Uniform Trust Code’s default trust-revocation methodologies (§ 602(c)).

In the pre-Uniform Trust Code UTC), unless the terms of a revocable inter vivos trust provided otherwise, the trust could not have been revoked by the settlor’s will. A will speaks at the time of the testator’s death, an...more

Discerning the true settlor of a trust

The person designated in the terms of a trust as its settlor (creator) may not necessarily be its true settlor (creator). Appearances are often deceiving in the world of the trust. Charles E. Rounds, Jr. explains in §8.43 of...more

SEC Revises "Qualified Client" Definition

On February 15, 2012, the Securities and Exchange Commission (the “SEC”) released its final rule regarding Investment Adviser Performance Compensation (the “Rule”) pursuant to Section 418 of the Dodd-Frank Wall Street Reform...more

Regression Models and Discount for lack of Marketability

Recent publication of the Discount for Lack of Marketability(DLOM) Job aid for IRS Valuation Professionals has brought fresh scrutiny to the various methods used by valuation practitioners for determining discount for lack of...more

Family Office Exemption Narrowly Defined by S.E.C.

Following the stock market crash of 1929 and the Great Depression which followed, Franklin D. Roosevelt’s 1932 democratic campaign platform called for regulation of the securities exchanges “to the full extent of federal...more

Lawyer's Weekly: Effectively manage your practice online by leveraging technology

A case study of how the Law Offices of Place & Hanley, LLC, leverages technology to effectively manage their cases in securities and commodities litigation, family law, wills and trusts....more

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