Strategic Framework Designed to Support Trustees, Executors, and Estate Counsel in Complex Real Asset Matters MANHATTAN ...

An incident of the trustee’s duty to be generally prudent, to account (or report) to beneficiaries, and to refrain from breaches of the duty of undivided loyalty, such as engaging in unauthorized self ...

In the area of estate planning, the use of trusts has become so commonplace that most all estate plans utilize a trust in some manner. There are a wide variety of trusts in which practitioners utilize ...

For many clients, the inclusion of revocable and/or irrevocable trusts as part of their overall estate plan is an important feature. Revocable trusts can allow for probate avoidance and estate tax ...

The choice of a fiduciary may have a significant impact over multiple generations and should therefore be selected with deliberation and great care. One of the most important decisions in estate ...

Any legal, financial or tax advice to you, as trustee, stays with “the office of trustee” and if a new trustee were to step in, they would have full access to the legal file that was built while ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Starting January 1, 2024, the Corporate Transparency Act mandates that ...

A final rule published by the Office of the Comptroller of the Currency Friday will formalize a 2021 interpretive guidance ...

A trustee is responsible for managing the assets held in the trust on behalf of its beneficiaries. If you're the beneficiary of a trust, you may find it necessary to remove the trustee if you believe ...

If Ponzi schemer Bernard Madoff serves no other purpose, he's a stark reminder that anyone acting in a fiduciary capacity must maintain high standards of ethical conduct in all dealings with customers ...