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When the parties to a trust relationship, as well as its subject property, are located in different states, which state's law governs the construction and enforceability of the trust's dispositive provisions? | Charles E. Rounds, Jr. - Suffolk University Law School

Consider the following situation. Settlor owns a thousand acres of land in a domestic-asset- protection haven (DAPT state). While he is alive, he transfers in trust the land to a. ....

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Unicorn, Ostrich or Okapi? Fiduciary Duties for Governmental Retirement Plan Sponsors | Bricker Graydon LLP

Most retirement plan sponsors know that ERISA - the federal law that imposes duties (and liability for breaching those duties) on certain individuals and entities that are defined as. ....

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2024 Uncertainty Highlights Need for Estate Plan Flexibility

It s important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes. ....

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Scriveners of trust instruments, trustees as well, take note: Settlor of inter vivos trust has been held to have exercised via will a reserved right to amend trust during her lifetime | Charles E. Rounds, Jr. - Suffolk University Law School

Under the settlor’s original estate plan (revocable trust and associated pour-over will), upon settlor’s death, all settlor’s children were to receive equal beneficial interests under. ....

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