A testamentary trust helps with overall wealth management by protecting the testator’s assets after their death. This type of trust can be used to name minors as beneficiaries of the testator’s estate ...

At the intersection of incorporation-by-reference doctrine in the testamentary context and trust jurisprudence are several traps for unwary estate planners and trial lawyers. The doctrine sets forth ...

When you buy a piece of furniture at the store or online, it doesn’t always come put together. Thus, you might have that sometimes dreaded job of figuring out the sequence to assemble the furniture in ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

The session “It’s 10 PM, Do You Know Where Your Trust Is Sited?” at the 2026 Heckerling Institute on Estate Planning detailed ...

The type of testamentary trust commonly known as a “QTIP” trust is frequently used to protect children from being disinherited, or otherwise disadvantaged, by a surviving spouse beneficiary. Pursuant ...

It’s one thing to bring forward tax cuts, as the government is thinking of doing in the October budget. It’s another to leave wide open an arrangement that allows substantial tax minimisation (or ...

Scroll through your LinkedIn feed or read any number of articles on this site, and two words will inevitably make an appearance: trust and power — and their place in the practice of philanthropy. Such ...