Author: narayan

Careful drafting and attention to entity type and characterization can help avoid unintended consequences. Source link

State legislatures and courts have been very busy on several trust and estate-related fronts. Here’s an update on some key

In 2024, the Department of the Treasury (DOT) and the Internal Revenue Service issued final regulations establishing mandatory tax reporting

With the proliferation of states that have abolished the rule against perpetuities (RAP) or introduced a statutory RAP with an

The fiduciary role has entered a new era. Complexity defines every decision, and specialization is no longer optional. Modern trust

Thirty-nine U.S. jurisdictions now have modern trust codes, so qualitative differences are key. Source link

Matt Fries, who this week stepped down from his role as head of investment products and partner solutions at Cetera

Despite the lull in SEC regulatory registrations for registered investment advisors during last autumn’s government shutdown, registrations skyrocketed after the

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

Beacon Pointe Advisors, a registered investment advisor based in Newport Beach, Calif., has announced its first deal of the year with