New York Law Journal | Analysis
By C. Raymond Radigan and Jennifer F. Hillman | April 30, 2021
While the creation of trusts may have significant tax savings, many clients remain concerned about giving up control to one trustee. Directed trusts have become increasingly popular with clients for precisely this reason. In this edition of their Trusts and Estates Law column, C. Raymond Radigan and Jennifer F. Hillman discuss this type of trust and analyze the current state of the law in New York pertaining to it.
By Greg Land | April 29, 2021
In a split decision, the Georgia Court of Appeals said a trust's "in terrorem" clause meant a man whose sisters were found to have exercised "undue influence" over his deceased father was nonetheless barred from challenging the document in court.
New Jersey Law Journal | Analysis
By Adam L. Sandler and Gary R. Botwinick | April 29, 2021
Designing an estate plan to protect an inheritance should not be reserved just to the wealthiest clients. For most clients, the risk of a child's divorce is far greater than the risk of a future estate tax. To ensure that wealth protection is achieved, the trust must be very carefully drafted.
The Legal Intelligencer | News
By Max Mitchell | April 8, 2021
With the chief justice not taking part, the remaining justices split 3-3 on the substantive question of whether attorney-client privilege should apply to fiduciaries and allow a trustee who racked up hundreds of thousands of dollars in legal fees to heavily redact those records.
New Jersey Law Journal | Analysis
By Gerard G. Brew | April 8, 2021
A recent decision by the Supreme Court of New Jersey, 'S.T. v. 1515 Broad Street,' raises a host of issues about decision-making by those who encounter sudden disability or possible mental impairment or incapacity.
By Tasha Norman | April 7, 2021
"I love how I feel after I push myself: confident, strong and ready to take on the day."
Daily Business Review | Commentary
By Jason Domark and Matthew Sackel | April 6, 2021
It is important for co-trustees and their counsel to work together—while zealously representing each party's respective interests. Counsel and the co-trustees should avoid duplications of efforts when possible, and independently stay informed of the proceedings.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | April 2, 2021
As 2020 concluded and 2021 began, the Appellate Division was hard at work rendering decisions addressed to issues affecting trusts and estates practice. In this edition of her Trusts and Estates Update, Ilene Sherwyn Cooper examines some of the more notable opinions.
New Jersey Law Journal | Analysis
By Deirdre R. Wheatley-Liss | April 1, 2021
A sampling of tax changes that may be coming, and how practitioners in New Jersey may want to use the rest of 2021 to prepare their clients and themselves.
Daily Business Review | Commentary
By Sandy Jukel | March 26, 2021
Attorneys turning to the investment markets have been forced to cope with an extremely low interest rate environment for an extended period of time, which creates challenges for those who need to maintain a level of liquidity in their portfolios.
The New York Law Journal honors attorneys and judges who have made a remarkable difference in the legal profession in New York.
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