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Trusts Public Policy

Carlton Fields

Third Circuit Application of Certified Questions Confirms STOLI Policies Void in New Jersey

Carlton Fields on

We previously reported on the New Jersey Supreme Court’s ruling on the validity of stranger-originated life insurance (STOLI) policies in the June 2019 issue of Expect Focus — Life, Annuity, and Retirement Solutions....more

Winstead PC

Exculpatory Clauses In Trust Documents Are “Somewhat” Enforceable In Texas

Winstead PC on

It is common for settlors to execute trust documents that contain exculpatory clauses. An exculpatory clause is one that forgives the trustee for some action or inaction. For example, a common exculpatory clause may state...more

Baker Donelson

Alabama Legislative Update: Republican Leadership Focuses on Priority Legislation

Baker Donelson on

The second week of the Alabama Legislature's Regular Session saw Republican leadership maintaining their momentum and passing priority legislation at a furious pace. ...more

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