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Beneficiary Designations Trustees

Conyers

The Issue With ‘Issue’ - Difficulties Arising With Potential Distinctions Between Children Born Inside And Outside Marriage

Conyers on

The position of illegitimate versus legitimate children is often considered consigned to history but for those dealing with trusts on a day-to-day basis, the distinction may remain a live issue. This is illustrated by a...more

Adler Pollock & Sheehan P.C.

Estate Planning Pitfall: You’ve Amended Your Will Yourself

Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your family’s circumstances. Perhaps all you want to do is add a newborn grandchild to the list of beneficiaries...more

Cohen Seglias Pallas Greenhall & Furman PC

Estate Planning 101: The Five Most Important Clauses for Wills and Trusts

Presented by Whitney Patience O'Reilly on February 16, 2021. Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Estate Planning 101: The Five Most Important Clauses for Wills and Trusts - February 16th, 12:00 pm - 12:30 pm ET

Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly will cover the basics of a good estate plan...more

Shutts & Bowen LLP

Game Plan: Who Is On Your Estate Planning Team Roster?

Shutts & Bowen LLP on

Estate planning is a team effort and the lineup of individuals and professionals that you choose for your team roster will determine the integrity of your plan for years to come. An all-star lineup for your estate plan should...more

Chambliss, Bahner & Stophel, P.C.

What Happens to Assets Left in a Special Needs Trust on the Death of the Beneficiary?

By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trust's primary beneficiary dies. But terminating a special needs trust is not as simple as merely...more

McNees Wallace & Nurick LLC

McNees Insights – Estate Planning: March 2020

The current year sees us coming off a good year in the stock market and an economy that is strong. However, in November there is another presidential election cycle, which could bring change to which political party controls...more

Farella Braun + Martel LLP

Your Retirement Planning and the SECURE Act

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more

Downey Brand LLP

I’m Still Standing – California Supreme Court Allows Trust Amendment Contests in Probate Court

Downey Brand LLP on

Last week the California Supreme Court issued a unanimous opinion in Barefoot v. Jennings (2020) ___ Cal.5th ___, ruling that a trust beneficiary disinherited in an amendment may contest the amendment’s validity in the...more

Burns & Levinson LLP

How To Read A Trust

Burns & Levinson LLP on

If you are getting divorced, you may find that your marital assets include interests in one or more trusts. It could be that you and your spouse established the trusts during your lifetime, or perhaps a family member created...more

Jaburg Wilk

Do I Need an Estate Plan?

Jaburg Wilk on

When You Hear the Term “Estate Planning”, Do You Think: “I don’t need an estate plan because I don’t have very much,” “My wishes are simple, I can just jot down what I need,” “I know someone who said they used a Will...more

Burns & Levinson LLP

Why You Need a Trust

Burns & Levinson LLP on

People often ask “Why do I need a trust?” Some folks think they can get by with a simple will. Here is why you probably need more than that...more

Winstead PC

In A Suit To Reform A Trust, A Texas Court Holds That There Was A Fact Issue On The Settlors’ Intent And Remanded For A Fact...

Winstead PC on

In In re Ignacio G. & Myra A. Gonzales Trust, a couple formed a trust and named their daughter as the trustee. No. 06-19-00014-CV, 2019 Tex. App. LEXIS 4648 (Tex. App.—Texarkana June 6, 2019, no pet. history)....more

Allen Matkins

In California Not Every Beneficial Interest In A Trust Is A Security

Allen Matkins on

California's statutory definition of "security" lists by name two types of trust certificates - collateral trust certificates and voting trust certificates. Cal. Corp. Code § 25109. Both of these certificates are also found...more

Downey Brand LLP

Barefoot No More – California Supreme Court to Review Standing of Trust Contestants

Downey Brand LLP on

Can a disinherited person contest a trust amendment under California Probate Code section 17200? No, said the Court of Appeal last August in Barefoot v. Jennings (2018) 27 Cal.App.5th 1. The Barefoot opinion put pending...more

Ward and Smith, P.A.

Weathering the Storm: How to Get Your Affairs in Order

Ward and Smith, P.A. on

I’m writing this in Wilmington, North Carolina at a time when many in this area still are struggling after Hurricane Florence. The weekend before the storm was bright and sunny. I would have rather gone to the beach, but...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – “Do-It-Yourself” Wills: A Note of Caution

Farrell Fritz, P.C. on

There are lots of “do-it-yourself” Will programs floating around on the internet. You may be able to save legal fees by drafting your own Will – at least up front; but in the long run, the cost usually comes after you die...more

Blake, Cassels & Graydon LLP

Pensions Newsletter – July 2018

FAMILY LAW - Malbon v. Malbon, 2017 BCCA 427 - Leslie Alan Malbon (Appellant) and Teresa Ruth Malbon (Respondent) married in 1980 and separated in 2002. In 2007, they entered into a consent divorce order (Order), which...more

Murtha Cullina

Your Mid-Year Estate Planning Checklist

Murtha Cullina on

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your...more

Downey Brand LLP

Look! Up in the Sky! It’s Sibling Lawyer!

Downey Brand LLP on

I’m a sibling lawyer. My career started early, as a middle child, and now continues as a Sacramento-based trust and estate litigation attorney. Most of my clients are grappling with sisters or brothers over the care and...more

Goulston & Storrs PC

T&E Litigation Newsletter - August 2017

Goulston & Storrs PC on

In Passero v. Fitzsimmons et al., No. 16-P-1314, 2017 WL 3567496, (August 17, 2017), the Appeals Court affirmed the lower court’s finding that the defendant trustees committed a breach of trust, as well as the lower court’s...more

Farrell Fritz, P.C.

Estate Planning for Families with Children Who Have Special Needs

Farrell Fritz, P.C. on

Estate planning for families who have children with special needs is similar to estate planning for families who do not have special needs children. From an estate tax perspective, the considerations do not differ. The key,...more

Adler Pollock & Sheehan P.C.

Protect multiple generations with a dynasty trust

Dynasty trusts have nothing to do with the popular soap opera from the 1980s, but everything to do with leaving a lasting legacy. Although this type of trust is often created to reduce estate taxes, it can also provide other...more

Proskauer Rose LLP

Wealth Management Update - February 2017

Proskauer Rose LLP on

February Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

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Updated: Apr 27, 2021:

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Privacy Officer
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Sausalito, California 94965

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Privacy Officer
JD Supra, LLC
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Sausalito, California 94965

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