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Fiduciary Duty › Tax Planning › Trustees

Proskauer - Employee Benefits & Executive...

Eleventh Circuit Confirms Foreign Tax Credits Owned by Insurance Company Not “Plan Assets” of 401(k) Plan Under ERISA

Proskauer - Employee Benefits & Executive... on

In late October 2024, the United States Court of Appeals for the Eleventh Circuit ruled in Romano v. Hancock Life Insurance Company, F.4th 729 (11th Cir. 2024) that certain foreign tax credits that were generated as a result...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, January/February 2025

Shumaker, Loop & Kendrick, LLP on

Managing your residuary estate - Even with a comprehensive estate plan, it’s likely you’ll have some assets in a residuary estate. Like the sediment at the bottom of your glass after you finish a fine wine, an estate plan...more

Winstead PC

When One Is Not Enough: Dividing Fiduciary Powers and Dispositions - Presentation

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Winstead Shareholder David F. Johnson participated in a panel presentation entitled “When One Is Not Enough: Dividing Fiduciary Powers and Dispositions” for the State Bar of Texas’s 29th Advanced Estate Planning Strategies on...more

Bilzin Sumberg

Florida's Proposed Directed Trust and Community Property Trust Statutes: What You Need to Know

Bilzin Sumberg on

The Florida legislature is currently in the advanced stages of enacting legislation that will make critical changes to the Florida Trust Code. The legislation (SB 1070/HB 609) would enact the Florida Uniform Directed Trust...more

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