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 ...

Add Yahoo as a preferred source to see more of our stories on Google. If you are drawing up your will and want to leave money to a minor child, using a testamentary trust is one way to do so. This ...

One cannot handle the disposition of one's estate from the grave, but one can determine who will handle that disposition. The two basic ways to do so are by wills or trusts. The larger and more ...

I recently helped an executor administer an estate that poured over to an unfunded revocable trust. Although the decedent failed to use the trust to avoid probate, the trust made probate easy. The ...

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

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 ...

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 ...