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Estate Planning › Third-Party

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Verrill

Plan Sponsors: How much thought have you given to your defined contribution retirement plan’s default beneficiary hierarchy?

Verrill on

Despite efforts by plan sponsors and third-party administrators/plan recordkeepers to communicate to defined contribution retirement plan participants the importance of designating a beneficiary to receive any remaining...more

Charles E. Rounds, Jr. - Suffolk University...

When virtual representation is not an option in trust-reformation litigation

Charles E. Rounds, Jr. - Suffolk University... on

In an external contract-based or tort-based dispute between the trustee and a third party to the trust relationship, the beneficiaries are generally not necessary parties. But all beneficiaries (of an irrev. trust) whose...more

Charles E. Rounds, Jr. - Suffolk University...

Equity’s maxims have many jurisprudential functions, one critical function being to sinew the equitable principles that regulate...

Charles E. Rounds, Jr. - Suffolk University... on

Equity’s maxims have many jurisprudential functions, one critical function being to sinew the equitable principles that regulate the law of trusts. A court that is saddled with sorting out the rights, duties and obligations...more

Chambliss, Bahner & Stophel, P.C.

Securing the Future: The Advantages of Supplemental Needs Trust Planning for High Net Worth Families

Chambliss, Bahner & Stophel, P.C. on

In the world of estate planning, high net worth individuals and families increasingly recognize the importance of advanced planning, including the use of supplemental needs trusts (SNTs), as a powerful tool for ensuring the...more

Walkers

Clarity for third parties claiming against a Jersey estate – just what the doctor prescribed

Walkers on

For executors and administrators of estates it is important to have clarity as to the timeframes within which claims can be brought against the estate they are administering. Heirs and legatees can only bring a challenge...more

Farrell Fritz, P.C.

How Dealings Between Related Parties Doomed A Captive Insurer

Farrell Fritz, P.C. on

Insurance: What is it? How does it work? Assume that Acme Co is paying premiums for commercial insurance coverage to protect itself from economic losses that may arise out of various events. These premiums are deductible...more

McGlinchey Stafford

Florida Real Property And Business Litigation Report, Volume 13, Issue 51

McGlinchey Stafford on

Digiport, Inc. v. Foram Development BFC, LLC, Case No. 3D18-1651 (Fla. 3d DCA 2020). The question of whether an idea constitutes a “trade secret” under the Florida Uniform Trade Secrets Act is typically a fact issue, and...more

Chambliss, Bahner & Stophel, P.C.

Should a Special Needs Trust Buy a Home for a Beneficiary?

Chambliss, Bahner & Stophel, P.C. on

For some people with disabilities, homeownership may present a uniquely empowering opportunity. But for many others, purchasing a home through a special needs trust may be in the beneficiary’s best interests. Homeownership...more

Cohen Seglias Pallas Greenhall & Furman PC

Business Succession Planning: Strategies for the Transition

Cohen Seglias Pallas Greenhall & Furman PC on

Presented by Cohen Seglias Partners Wayne Buckwalter and Brian A Lawton on September 12, 2018. The successful transition of a business’ management and ownership requires forethought. Too often, in the press of day-to-day...more

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