The Eighth Circuit’s Stiny Trusts v. Robins decision reinforces that a trust’s chosen governing law controls fiduciary relationships across jurisdictions. California’s AB 565 modernizes trust administration by allowing virtual representation to bind unnotified beneficiaries, shifting future litigation toward conflicts of interest disputes.
A federal judge has suspended enforcement of FinCEN’s Real Estate Reporting Requirement, temporarily relieving practitioners of related filing obligations. In Halperin v. Halperin, California’s First District Court of Appeal confirmed that claims for intentional interference with an expected inheritance cannot proceed when adequate probate remedies are available.
A federal judge has suspended enforcement of FinCEN’s Real Estate Reporting Requirement, temporarily relieving practitioners of related filing obligations. In Halperin v. Halperin, California’s First District Court of Appeal confirmed that claims for intentional interference with an expected inheritance cannot proceed when adequate probate remedies are available.
The Eighth Circuit’s Stiny Trusts v. Robins decision reinforces that a trust’s chosen governing law controls fiduciary relationships across jurisdictions. California’s AB 565 modernizes trust administration by allowing virtual representation to bind unnotified beneficiaries, shifting future litigation toward conflicts of interest disputes.
The Eighth Circuit’s Stiny Trusts v. Robins decision reinforces that a trust’s chosen governing law controls fiduciary relationships across jurisdictions. California’s AB 565 modernizes trust administration by allowing virtual representation to bind unnotified beneficiaries, shifting future litigation toward conflicts of interest disputes.
Effective September 30, 2025, estate and gift tax payments must be made electronically via EFTPS or same-day wire under Executive Order 14247, creating new planning considerations for trusts and estates, while Estate of Galli v. Commissioner reinforces that careful documentation, AFR interest, and consistent payment can ensure intra-family loans are treated as bona fide debt rather than gifts.
Effective September 30, 2025, estate and gift tax payments must be made electronically via EFTPS or same-day wire under Executive Order 14247, creating new planning considerations for trusts and estates, while Estate of Galli v. Commissioner reinforces that careful documentation, AFR interest, and consistent payment can ensure intra-family loans are treated as bona fide debt rather than gifts.
