The Legal Intelligencer | News
By Zack Needles | February 7, 2019
The Pennsylvania Supreme Court is set to decide whether attorney-client privilege and the work product doctrine apply to a trustee's legal bills in litigation with the trust's beneficiaries.
By Christine Simmons | February 6, 2019
The acquisition increases Moritt Hock's head count to 76 and doubles the size of its trust and estates practice.
By Brenda Sapino Jeffreys | February 5, 2019
Managing partner Cary Gray said the new hires help the firm meet strategic hiring needs in two of three targeted practice areas.
New York Law Journal | Analysis
By Ilene Sherwyn Cooper | February 1, 2019
In her Trusts and Estates Update, Ilene Sherwyn Cooper writes: While a defective pleading may sometimes be remedied by way of an amendment, courts are not always inclined to grant such relief, and even have gone so far as to dismiss pleadings for failure to state a cause of action.
By Colby Hamilton | January 31, 2019
Guy Parisi pleaded guilty to to a federal mail fraud charge after being indicted in August.
By Angela Turturro | January 24, 2019
In this Special Report: "Top 10 Developments, Lessons and Reminders of 2018," "Addiction, Disinheritance and Enabling: An Avoidable Outcome," "'Estate of Seiden': An Opening of the Floodgates, or a Crack in the Wall?" and "Self-Settled Spendthrifts, Illusions and Shams: When an Asset Protection Trust Affords No Protection."
By Sharon L. Klein | January 18, 2019
From new legislation, to important proposals, to instructive case law, 2018 saw some significant developments, lessons and reminders.
By David E. Siegfeld | January 18, 2019
Family members, especially parents, have difficulty in addressing how to plan their estates when a loved one is struggling with the disease of addiction. A proper estate plan can help establish certain benchmarks in order to ensure that a bequest is properly safeguarded against abuse, while at the same time provide resources to the intended beneficiary for both their personal needs and to assist with their struggles in addiction.
By Robert W. Benjamin and Helen C. Heintz | January 18, 2019
The decision in 'Estate of Seiden' is good news for New York residents who are beneficiaries of 2010 QTIP trusts. But might other taxpayers benefit as well?
By Peter Tyers-Smith and Jonathan D. Cogan | January 18, 2019
Essential considerations for judgment creditors seeking to attack offshore asset protection trusts.
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