New Risks with Grantor Trust Reimbursement Provisions
IRS changes its position in CCA 202352018.
Source: wealthmanagement.com
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The Case for Arbitration of Trust and Estate Disputes | Miles Mediation & Arbitration
Across the globe, arbitration is gaining a foothold in most of the typical areas of legal disputes, such as construction, employment, contracts, securities, and general business...
Source: jdsupra.com
Texas Bill HB1552 Qualified Release Relief To Trustees
H.B. 1552 bill in Texas has been submitted that would provide a trustee release relief for transactions described in an accounting where a beneficiary fails to timely object to the accounting and there is no fraud, intentional misrepresentation, or material omission.
Source: natlawreview.com
New Texas Bill Would Provide Qualified Release Relief To Trustees Who Deliver Adequate Accountings Without A Timely Objection By The Beneficiary | Winstead PC
A recent bill (H.B. 1552) has been submitted that would provide a trustee release relief for transactions described in an accounting where a beneficiary fails to timely object to the...
Source: jdsupra.com
Modification Statute Used to Replace Trustee
Georgia was one of the first states to adopt a version of this statute.
Source: wealthmanagement.com