Lucas Clover Alcolea (University of Otago – Faculty of Law) recently published, Policy over Doctrine: A Brief History of US Trust Law, 2023. Provided below is an Abstract: US trust law is unique because whereas in English law the settlor…
Probate & Estate Planning
Identity thief claims to be behind Graceland foreclosure attempt: report
A man claiming to be the mastermind behind a scheme to foreclose Elvis Presley’s Graceland mansion has revealed his involvement in an interview with The New York Times. The purported fraudster stated that he works with a crew that targets…
NCBE adds limited Trusts & Estates coverage to NextGen Bar Exam
The National Conference of Bar Examiners recently announced: From July 2026 through at least February 2028, trusts and estates concepts will appear on every NextGen exam in a performance task and may also be included in integrated question sets. During…
Transfer Duty & Estate Transfers
A deed of family arrangement is a legal document that alters the distribution of assets or an estate, as agreed upon by all the beneficiaries and creates a legal record of the family arrangement.
When the distribution of an estate…
This Life Insurance Lets the Very Wealthy Invest in Private Markets and Defer Taxes
Estate planning has come a long way, adapting to the needs of wealthy individuals who face complex financial challenges. One innovative tool in this area is Private Placement Life Insurance (PPLI). Unlike regular life insurance, PPLI lets wealthy people invest…
Maximize Retirement Security with Offshore IRAs
Individual retirement accounts, or IRAs, are a fundamental part of planning for retirement for many Americans. In 2022, it was estimated that the value of the assets held in these accounts was around 10.1 trillion U.S. dollars.
Both traditional and…
Questions to Ask Before Hiring an Offshore Trust Attorney
When choosing the best asset protection option for you, there are a handful of questions you should ask, especially when choosing to hire an attorney.
Legal Representation
Are you engaging with a licensed attorney at a reputable law firm?
In…
Valve confirms your Steam account cannot be transferred to anyone after you die
Valve has confirmed that Steam accounts cannot be transferred to another person after the account holder’s death. This policy means that the ownership of a Steam account and its associated game library remains non-transferable, even if specified in a will….
New York Guardianship – What Powers Does an Article 81 Guardian Possess
New York Guardianship proceedings are controlled by Article 81 of the Mental Hygiene Law (“MHL”) entitled “Proceedings for Appointment of a Guardian for Personal Needs or Property Management.” The New York Probate Lawyer Blog has published many articles concerning Guardianship…
Article: A Comparative Perspective on the Liability of Heirs
Miloš Vukotić (University of Belgrade Faculty of Law) recently published, A Comparative Perspective on the Liability of Heirs, 2024. Provided below is an Abstract: Settlement of deceased’s debts is one of the fundamental questions of succession. The liability of heirs…