News & Analysis as of

Trusts Non-Residents

Rivkin Radler LLP

You “Placed Your Trust” In New York? You May Be Sorry You Did

Rivkin Radler LLP on

According to a report issued by the National Association of Realtors a couple of days ago, last year saw a large outmigration of people from California and New York, while Florida and Texas experienced a comparably large...more

Winstead PC

Co-Trustees Who Managed A Texas Trust With A Texas Beneficiary Had Sufficient Contacts With Texas To Be Subject To A Texas Court’s...

Winstead PC on

In Alexander v. Marshall, the original trustee was the beneficiary’s mother and the wife of the beneficiary’s father, who was the settlor. No. 14-18-00425-CV, 2021 Tex. App. LEXIS 1952 (Tex. App.—Houston [14th Dist.] March...more

Downey Brand LLP

What a Catch! California Courts Can Adjudicate Claims Against Nonresident Trustees

Downey Brand LLP on

What court should hear a dispute over a California trust? I briefed this question last month when a judge questioned if a case should instead be adjudicated in neighboring states. Such jurisdiction issues come up occasionally...more

BCLP

Extension of UK trust register limited for non-UK resident trusts with no UK tax liability

BCLP on

Non-UK resident trusts where all the trustees are non-UK resident and where the trust has no UK tax liability or directly-held UK assets will not have to register on the UK trust register simply because they enter into a...more

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