When thinking about international banking, Swiss banks will naturally be at the forefront of many peoples’ minds. Switzerland is a European country with a centuries-old tradition for stability and discretion that has grown to become the number one center for
Probate & Estate Planning
Did You Know that a Temporary Administrator Can be Appointed in a Probate Proceeding?
There are essentially two (2) different paths to follow for the appointment of a fiduciary after someone dies. In order to administer and settle an estate, there must be an executor or an administrator. If the decedent left…
‘Choosing the Place of Abode’: The Power to Determine Where an Incapacitated Person Lives
Article 81 guardians are often given broad powers over an Incapacitated Person’s life. One of the more challenging decisions many guardians face is deciding where their ward should live.
Is the current living situation suitable? Should the Incapacitated Person live…
Section 850 Petitions Can’t Be Used to Obtain a Fiduciary’s Documents
What pea is in which pod? California probate disputes often involve questions of property ownership. Petitions filed under Probate Code section 850 allow judges to determine whether and to what extent an estate is the true owner of specified property.…
How to Get Citizenship by Investment in St. Kitts and Nevis
The Caribbean nation of St. Kitts and Nevis has one of the oldest citizenship-by-investment programs in the world, starting back in the 1980s. This program allows investors and their families to get the many benefits of St. Kitts and Nevis…
Call for Papers — Annual Meeting on Law and Society
Trusts and Estates Collaborative Research Network (CRN56) CALL FOR PAPERS Annual Meeting on Law and Society San Juan, Puerto Rico June 1-4, 2023 IN PERSON ONLY Abstracts deadline: 8 November 2022 The Trusts and Estates Collaborative Research Network invites you…
Blended Family’s Estate Plan Challenges
Americans are romantically optimistic. People keep getting married, even though almost 50% of marriages end in divorce. Estate planning for second, third, fourth marriages can be delicate, especially if there are children from prior relationships. The “blended family” estate…
Article: IRS Argues Split-Dollar Is Not ‘Faire,’ but Challenge Is Foiled
Justin Miller (Evercore Wealth Management; Golden Gate University Law School) and Alexander Lyden-Horn (Evercore Partners Inc) recently published an article entitled, IRS Argues Split-Dollar Is Not ‘Faire,’ but Challenge Is Foiled, Property & Probate, 2022. Provided below is the abstract…
Khloé Kardashian said that it’s in her will to get her nails done ‘once a week’ if she’s in a coma: ‘People are gonna visit me’
In the most recent episode of Hulu’s “The Kardashians,” sisters Kylie Jenner and Khloé Kardashian discuss post-death wishes with their mother, Kris Jenner, as the matriarch prepares for hip-replacement surgery. Kardashian later elaborates to the camera, “If I’m in a…
Creditor’s Rights and Estate Planning Presentation
The American Bar Association, Real Property, Trust, and Estate Law Section will be hosting the Creditor’s Rights and Estate Planning presentation on Tuesday, November 15, 2022. In this presentation, panelists will address the intersection between the transfer of wealth and…