Wills, Trusts, & Estate Planning – May 24, 2012

by Charles E. Rounds, Jr. on 4/1/2012

Unless the fiduciary issues and the representation issues in a trust dispute are properly sorted out in advance, there is a very real risk that an ill-considered rush to mediate or arbitrate will prove an expensive and...more

by Charles E. Rounds, Jr. on 1/1/2012

Though the trust is a judge-made creature of equity, the last eighty years have seen numerous rounds of uniform legislation codifying various aspects of the law of trusts, beginning with the Uniform Principal and Income Act...more

by Charles E. Rounds, Jr. on 11/1/2011

The process of paralegalizing the American legal academy is now complete. It was inevitable. A course in Contracts does not a complete lawyer make. The curricular marginalization of two of the other critical enforceable...more

by IKE DEVJI on 8/1/2011

One pressing area in which clients are increasingly seeking feedback from their accounting and financial advisory team is Asset Protection. Part of that stewardship is making sure that the growth and savings you are...more

by Charles E. Rounds, Jr. on 6/30/2011

It is the conventional wisdom among today’s academics that law students are better off participating in clinical programs administered in-house by the law schools than taking traditional courses in agency and trust law....more

by David Tate on 6/9/2011

New California estate-trust case summary regarding the recovery of attorneys' fees after a statutory section 998 settlement offer, Martinez v. LA Metro Transportation....more

by IKE DEVJI on 2/15/2011

In uncertain times people derive a false sense of comfort doing in business with a personal or social contact or a member of their own religious or ethnic community. That comfort level is unfortunately replacing required...more

by Ruskin Moscou Faltischek on 11/29/2010

In a significant decision this summer, Schneider v. Finmann, 15 NY3d 306 (2010), the Court of Appeals loosened the privity requirements in legal malpractice actions. Specifically, in Schneider, the Court of Appeals held for...more