trusts

BOGERT, OAKS, HANSEN AND NEELEMAN'S THE LAW OF TRUSTS, 9TH

Gerry W. Beyer
March 22, 2012 13:00

George G. Bogert; Dallin H Oaks; H. Reese Hansen; and Stanley D. Neeleman recently published their book, BOGERT, OAKS, HANSEN AND NEELEMAN'S THE LAW OF TRUSTS, 9TH (Foundation Press 2012). A description of the book is below: The increasing use...

CrummeyService

Gerry W. Beyer
March 22, 2012 11:00

CrummeyService, a web-based service, allows users to securely enter required data and set up Crummey trusts, afterwhich the service will handle the administrative side of the trust. For example, CrummeyService will send premium and gift reminders, inform beneficiaries of their...

New Trustee Notice Requirements

John Hugg
March 21, 2012 23:43

Washington State recently revised portions of its trust and estate statutes. The new law makes explicit a trustee’s duty to provide notices to certain parties. Those parties, normally current and remainder beneficiaries of the trust, must be notified of the following: the existence of the...

Non-Financial Aspects of Wealth

Gerry W. Beyer
March 19, 2012 23:00

The American Bankers Association Wealth Management and Trust Conference hosted a session on non-financial aspects of wealth including family dynamics, family legacy, and family relationships. Family business owners have reported that their top two concerns are resolving conflicts among family...

Indiana House Bill 1258

Gerry W. Beyer
March 18, 2012 13:00

The Indiana President Pro Tempore has signed Indiana House Bill 1258. The digest of House Bill 1258 is below, in full: Various estate administration matters. Specifies that an individual holding a beneficial or ownership interest in an entity is considered...