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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

Writing for the New York Law Journal, Karen T. Schiele and Alison Powers Herman of Carter Ledyard's Trusts & Estates practice, highlight the importance of a strategic approach to charitable estate planning.

United States Tax

CL

Carter Ledyard & Milburn

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

Trust and estate planning can help athletes and entertainers protect their wealth, rights, and legacy.

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

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.

How California Is Fine-Tuning Trust And Estate Administration

United States Family

GG

Greenberg Glusker LLP

Private Client Services 2025 Year-End Advisory

United States Tax

WD

Wiggin & Dana

Panama Private Interest Foundations: Structure And US Tax Classification

United States Tax

GGI Global Alliance

Signed, Sealed, But Not Delivered? Don't Wonder About Taxes Under New Postal Service Rules

United States Tax

N

Nossaman LLP

What Foundations And Other Nonprofits Need To Know About The Foreign Agents Registration Act

United States Government

W

WilmerHale

Congress Proposes Major Overhaul Of WARN: What Employers Need To Know About The Fair Warning Act

United States Employment

PR

Proskauer Rose LLP

What Europe's Renewable Energy Struggles Can Teach U.S. Regulators About Dispute System Design

United States Litigation

J

JAMS

Back To School 2025: Title IX Updates And How ADR Can Help Universities Resolve Disputes (Podcast)

United States Litigation

J

JAMS

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

Trustees have a multitude of duties, including making appropriate distributions to designated beneficiaries under the terms of the trust.

United States Commercial

GGI Global Alliance

Courts Weigh Priming Liens, Lender Protection

Debtor-in-possession financing often lies at the center of a Chapter 11 case. For debtors, it can mean the difference between stabilizing operations and facing liquidation

United States Insolvency

PC

Pryor Cashman LLP

Wealth Management Update

The December 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in November.

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

Which Is Better For Federal Employees: Wills Or Trusts?

United States Family

TR

Tully Rinckey

Can An Irrevocable Trust Be Changed? A Guide For North Carolina Families

United States Family

Wa

Ward and Smith, P.A.

Trust & Will (Podcast)

United States Family

BS

Ballard Spahr LLP

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?

Retirement planning can be challenging for anyone, but as a federal employee, you may have additional benefits to add to the mix that can, at first be overwhelming when planning for the future, but beneficial to you in the long run.

United States Family

TR

Tully Rinckey

Can An Irrevocable Trust Be Changed? A Guide For North Carolina Families

Irrevocable trusts are often viewed as rigid, permanent components of an estate plan designed to preserve wealth, minimize taxes, and protect assets.

United States Family

Wa

Ward and Smith, P.A.

Trust & Will (Podcast)

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning.

United States Family

BS

Ballard Spahr LLP

Killing Trusts Softly: Can Australia Abate Trump Duties With Aussie Super Funds?

United States Tax

WL

Withers 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

Navigate estate planning for a beneficiary with addiction issues in California. Learn to protect their interests with spendthrift trusts and smart strategies.

United States Family

O

Opelon

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

California Estate Planning Case Study: Discover how real families in California overcame complex legal and financial challenges through smart trust-based strategies.

United States Family

O

Opelon

How A Right Of First Refusal Shapes Startup Equity And Control

When one of your stockholders wants to sell, a right of first refusal ("ROFR") clause gives someone else, often the company or its investors, the right to step in and buy those shares first, on the same terms as any outside offer.

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

Choosing A Trustee: Navigating The Complexities And Key Considerations (Podcast)

United States Family

OK

Offit Kurman

Establishing A Family Office: 5 Essential Tips For Getting Started

United States Wealth Mgt

FL

Fennemore

The Use Of Trusts In Mortgage Loan Financing

United States Finance

SM

Sheppard, Mullin, Richter & Hampton LLP

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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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