United States: Trusts

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Revocable Trusts Explained: A 2026 Guide For Families And Business Owners

A revocable living trust (sometimes called a revocable inter vivos trust) is a legal arrangement you create during your lifetime to hold legal title to your assets.

United States Family

CL

Cantrell Law Firm

Spring Cleaning: Dusting Off Your Estate Plan

Estate planning isn't a one-time task—life changes like marriage, divorce, new children, real estate purchases, and shifts in net worth can all impact your plan's effectiveness.

United States Family

LL

Lavelle Law

SEC’s Division Of Investment Management Clarifies Certain Questions On Fund Of Funds Rule

On March 5, 2026, the staff of the SEC's Division of Investment Management (the "Staff") published four new frequently asked questions (the "FAQs") addressing Rule 12d1-4...

United States Commercial

PR

Proskauer Rose LLP

When Trusted Access Becomes A Threat: The US v. Linwei Ding Conviction And Escalating Insider Risk

On Jan. 29 in San Francisco, former Google engineer Linwei Ding was convicted after trial of economic espionage and trade secrets theft for taking hundreds of Google's confidential documents on AI chip technology...

United States Commercial

B

BakerHostetler

Tax-Efficient Charitable Giving At Death: Issues Requiring Consideration

United States Tax

CL

Carter Ledyard & Milburn

Protecting Your Legacy: Trust And Estate Planning For Pro Athletes And Entertainers

United States Family

MG

MGO CPA LLP

The Closing Days Of 2025

United States Family

FF

Farrell Fritz, P.C.

Get Ready For FinCEN's Residential Real Estate Rule Report Form

United States Real Estate

PC

Perkins Coie LLP

What Is An Asset Protection Trust?

United States Commercial

BW

Bohm, Wildish & Madsen

Nevada Supreme Court Rules Sealing In Murdoch Family Trust Dispute Improper

United States Commercial

WE

Wilson Elser Moskowitz Edelman & Dicker LLP

Administration Of Irrevocable Life Insurance Trusts

United States Family

WD

Wiggin & Dana

Growth, Pressure, And Planning: Why North Carolina Farmers Need Legal Counsel Now More Than Ever

United States Commercial

Wa

Ward and Smith, P.A.

Remainder Beneficiaries Of A Revocable Trust May Lack Standing To Seek A Trust Accounting For The Period Prior To The Grantor's Death

United States Family

FF

Farrell Fritz, P.C.

Tax Changes And Planning Opportunities For 2026

United States Tax

RB

Reinhart Boerner Van Deuren s.c.

We Get Contracting: Episode 2 — Civil Rights Compliance Opens New Path To FCA Claims (Podcast)

United States Government

JL

Jackson Lewis P.C.

What Every Multinational Should Know About…Managing The Aftermath Of The Supreme Court's IEEPA Tariff Decision (Part I)

United States International

FL

Foley & Lardner

Seventh Circuit Roundup: What Recent Decisions Reveal About Pleading, Intent, And Immunity (Podcast)

United States Litigation

BT

Barnes & Thornburg LLP

The Jury Is The Audience (Podcast)

United States Litigation

HK

Holland & Knight

For Whom The Discovery Tolls: Your Privacy Notice May Help Time-Bar Website Wiretapping Claims

United States Privacy

FR

Fox Rothschild LLP

How California Is Fine-Tuning Trust And Estate Administration

Private Client Services Associate Jacob Phillips authored an article for Wealth Management discussing two trust and estate related laws recently passed in California...

United States Family

GG

Greenberg Glusker LLP

Private Client Services 2025 Year-End Advisory

As the new year approaches, we present our annual year-end advisory for 2025.

United States Tax

WD

Wiggin & Dana

Panama Private Interest Foundations: Structure And US Tax Classification

Panama Private Interest Foundations (PIFs) are hybrid entities – part trust, part corporation – created under Panama's Private Foundation Law of 1995.

United States Tax

GGI Global Alliance

Cross-border Trust Strategies: Maximising Jurisdictional Advantages

Entrepreneurs and professionals with global interests face a unique challenge: the US tax system reaches far beyond its borders. US citizens...

United States Commercial

GGI Global Alliance

Trustee Distribution Discretion: Lessons From Litigation

United States Commercial

GGI Global Alliance

Courts Weigh Priming Liens, Lender Protection

United States Insolvency

PC

Pryor Cashman LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

2025 – 2026 Planning Priorities

United States Family

KM

Katten Muchin Rosenman LLP

IRS Issues Safe Harbor Allowing Investment Trusts To Stake Digital Assets Without Losing Favorable Tax Status

United States Tax

LL

Liskow & Lewis

APAC Monthly Private Wealth Legal Developments – October 2025

Worldwide Commercial

KL

Herbert Smith Freehills Kramer LLP

The Spousal Unity Rule: An Unconstitutional Trigger Of Grantor Trust Tax

United States Tax

ML

Milbank LLP

Podcast - Trust Is Key

United States Commercial

HK

Holland & Knight

The Gift Of Long-Term Care

United States Commercial

KR

Kaufman Rossin

On Demand Webinar – Succession Planning Strategies For Trucking Businesses

United States Commercial

SS

Saxton & Stump

The Spousal Unity Rule: An Unconstitutional Trigger Of Grantor Trust Tax

Unsurprisingly, Congress has long chosen to tax a married grantor on trust income, so long as the grantor's spouse is included in the class of beneficiaries.

United States Tax

ML

Milbank LLP

Podcast - Trust Is Key

In this episode of "The Trial Lawyer's Handbook" podcast series, litigation attorney Dan Small shares how building genuine trust with a witness can make or break a case...

United States Commercial

HK

Holland & Knight

The Gift Of Long-Term Care

When high-net-worth families think about gifting, they often focus on asset-based strategies such as cash transfers, trust funding and charitable donations.

United States Commercial

KR

Kaufman Rossin

On Demand Webinar – Succession Planning Strategies For Trucking Businesses

What's the future of your trucking company when you step away? Join us for a webinar with Shareholder Doug Marcello of our Trucking and Commercial Transportation group and Shareholder...

United States Commercial

SS

Saxton & Stump

Which Is Better For Federal Employees: Wills Or Trusts?

United States Family

TR

Tully Rinckey

District Court Enjoins 401(k) Plan From Considering ESG

On October 1, 2025, the US District Court for the Northern District of Texas entered a final judgment in the widely-followed ERISA class action against the fiduciaries of American Airlines' 401(k) plan...

United States Employment

SJ

Steptoe LLP

The Curious Case Of The Kid With Five Parents—Estate Planning For Assisted Reproductive Technology (Podcast)

In this episode of Splitting Heirs, host Warren K. Racusin sits down with Deb Guston, partner Guston & Guston, LLP, and Kim Mutcherson, professor of law at Rutgers Law School...

United States Family

LS

Lowenstein Sandler

The Spousal Unity Rule: An Unconstitutional Grantor Trust Trigger

Unsurprisingly, Congress has long chosen to tax a married grantor on trust income, so long as the grantor's spouse is included in the class of beneficiaries. The grantor of a trust, Congress apparently reasoned...

United States Family

ML

Milbank LLP

No-Action Relief Issued For Crypto Custodied With State Trust Companies

On 30 September 2025, the SEC's Division of Investment Management (Staff) issued a no-action letter confirming that, with respect to the placement and maintenance of crypto assets, it would not recommend enforcement action if investment advisers.

United States Technology

KG

K&L Gates LLP

Protecting An Estate Beneficiary With Addiction Issues Through California Estate Planning

United States Family

O

Opelon

California Estate Planning Case Study: 21 Real Challenges Solved With Trusts

United States Family

O

Opelon

How A Right Of First Refusal Shapes Startup Equity And Control

United States Commercial

C

Crowley Law LLC

Trust Issues: Did The Clippers' Kawhi's Aspiration Deal Skirt The NBA Salary Cap?

United States Family

OK

Offit Kurman

Estate Planning Misconceptions And Mistakes To Avoid

United States Family

TR

Tully Rinckey

Summer Happenings

United States Family

FF

Farrell Fritz, P.C.

Understanding Grantor Trusts: A Complete Guide For Oklahoma Residents

United States Family

CL

Cantrell Law Firm

Estate Planning Essentials For Seamless Wealth Transfer

United States Family

MG

MGO CPA LLP

Trust Protectors – Should You Have One?

United States Commercial

OK

Offit Kurman

Choosing The Right Fiduciary In An Estate Plan: A Decision To Shape A Legacy

United States Commercial

BS

Ballard Spahr LLP

Portability Pitfalls: Why Complete And Accurate Estate Tax Returns Matter

United States Tax

FF

Farrell Fritz, P.C.

Selling Your Business? Wealth Planning Tips To Prepare

United States Wealth Mgt

KR

Kaufman Rossin

When A Corporate Trustee May Be A Disadvantage For Your Trust

United States Commercial

OK

Offit Kurman

Navigating Solo Aging With Dr. Gerda Maissel (Video)

United States Family

OK

Offit Kurman

CareYaya: A Revolutionary Approach To Elder Care (Video)

United States Family

OK

Offit Kurman

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Latest Videos

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Navigating Solo Aging With Dr. Gerda Maissel (Video)

OK

Offit Kurman

CareYaya: A Revolutionary Approach To Elder Care (Video)

OK

Offit Kurman

Ten Minute Interview: How To Mitigate Trustee Liability (Video)

FL

Foley & Lardner

Trustee Notifications (Video)

LG

Lathrop GPM

Private Family Trust Companies (Video)

VW

Duggan Bertsch

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