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Loan Documentation Risk Management

Katten Muchin Rosenman LLP

Top Three Legal Considerations for Family Offices Adding Private Credit to Their Investment Portfolios

Family offices are increasingly turning to private credit as a significant component of their portfolios, underscoring a notable shift in how the world's wealthiest families are thinking about risk, return and...more

Winstead PC

Administering Trusts in Recessions: Trust Loans to Beneficiaries

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Beneficiaries often request that a trustee make them a loan from trust property. In an economic downturn, such requests are even more prevalent. As a general rule, a trustee should not want to make a loan to a beneficiary as...more

Buchalter

Buchalter COVID-19 Client Alert: OCC Issues Final Rule Defining “True Lender” – A Bank is the “Lender” if it is Named the Lender...

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On October 27, the Office of the Comptroller of the Currency issued a final rule that establishes a new standard for when a national bank or Federal savings association (“bank”) is the “true lender” in a lending arrangement...more

Winstead PC

Updating Lenders' Form Loan Documents

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Watch Winstead Real Estate Finance Shareholder Sayer Nixon’s in-depth recommendations on updating form loan documents in light of the current COVID-19 business environment as it relates to real estate collateral and secured...more

Winstead PC

[Webinar] Administering A Trust In a Recession: Issues Surrounding Trust Loans To Beneficiaries - April 21st, 10:00 am - 10:45 am...

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This presentation will address beneficiaries requesting loans from trustees. There are multiple issues that arise regarding the trustee’s authority to do so under the trust’s language and statutory and common law, and the...more

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