Where state law matters in proper will execution We expect that as time passes, people become more sophisticated and aware of what must be done to execute a valid will. Unfortunately, this is not so. In certain states, execution of a will is complete when it is signed by a...
Scarinci Hollenbeck’s Tax, Trusts & Estates practice group regularly provides content on trusts. To receive our attorneys’ trusts articles please subscribe to our email list.
Will Spendthrift Language In A Trust Always Be Respected?
Will Spendthrift Language In A Trust Always Be Respected? The unequivocal answer to the question is: it depends. The grantor’s...
Trustee Material Participation More Prominent After Recent Rulings
Power shifts in trustee material participation Taxpayer victories in Maggie K. Carter Trust v. U.S. and Frank Aragona Trust v....
Tax Court Issues Limits to Life Insurance Policy Control
Although all individuals holding a life insurance policy own an investment, they did not have the legal right to exert...
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