, January 12, 2026
, January 12, 2026
Jul 13, 2025
The prudent investor standard has long been a cornerstone of fiduciary responsibility, guiding...
Feb 23, 2025
IRC § 678 governs situations where a person other than the grantor is treated...
Feb 23, 2025
IRC § 672 provides the foundational definitions that govern the taxation of trusts under...
Jan 27, 2025
When Peak Trust Company announced on February 8, 2022, that it had received...
Oct 28, 2024
New York’s Estates, Powers and Trusts Law (EPTL) § 7-2.6 establishes the...
Sep 11, 2024
In estate planning, the ability to amend a revocable trust can be crucial....
Aug 18, 2024
I spoke with a colleague recently who stated, "Inter vivos trust, not...
Jun 15, 2024
In New York, under current law, a testamentary trustee must obtain court approval...