Fiduciary Litigation Update

Barred by Lunatics Law 

How a preexisting substituted judgment order can preclude posthumous challenges to a will in California (and possibly elsewhere): the lesson of Murphy v. Murphy...

Amend the Amendment Clause 

A few simple changes can make revocable trusts a tad less flexible so that your clients’ beneficiaries aren’t dragged into post-mortem legal wrangling...

Celebrity Estates Face Off With Publicity Laws 

Marilyn Monroe died in 1962 but only recently lost control of her likeness; James Brown just died in 2006 but may already lose control of his. ...

Privilege Planning Is an Ounce of Prevention 

Fellow practitioners—please direct your attention to a well-written and thought-provoking article providing client-saving advice on a topic that may not be uppermost in your minds when working on estate plans and tax returns: privilege....

JELL-O Fortune Slips Away 

State high court rules that an "adopted-out" child is not entitled to inherit her biological mother’s estate...

Estate Tax on Wrongful Death Claims? 

An Illinois appellate decision sets a potentially dangerous precedent suggesting it’s possible...

Discovery Goofs 

An inadvertently disclosed document is sometimes a buried treasure -- but always a hot potato. Here's what to do when one lands in your lap...

Corporate Trustees Beware 

Disappointed heirs lose their case against a bank -- but look at how much convincing the court needed...

Bonus Edition: Behind the Astor News 

Indictment makes a mystery man out of a respected lawyer -- who could act as a key witness in the criminal trial. ...

Get Me to the Church on Time 

The Kinney case out of Minnesota offers a good review of the general requirements for a valid prenuptial agreement. ...

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Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

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Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

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