Tortured Evolution
Of Tortious Interference
 

Illinois’ high court allows a tort claim where a probate contest is time-barred. The case involves a pastor’s cozy relationship with his elderly parishioner. She wound up giving him lifetime gifts, then a bequest—all of which left a children’s hospital, her earlier will’s beneficiary, with nada...

Fear, Greed And A Time for Giving Thanks 

Clients are worried about missing the rally, but they are even more worried about downside risks. How should financial advisors address clients' concerns and show their value?...

DNA = Does Not Apply 

A daughter is a daughter for trust purposes — even though she never was adopted and is not genetic descendant...

What Estate Tax Reform? 

Don’t bet on any. Congress just might do nothing and send us back to the 2001 scenario—permanently. Advisors should consider taking immediate action to plan properly for that, and other possible scenarios...

Charities Roll Snake Eyes 

The heirs won—eventually. But a case out of New York reminds lawyers everywhere of the importance of tax apportionment in estate planning ...

Tax Law Update 

It may be the attorney’s fault. . . but you’re still liable...

Posthumously Conceived Children
And Their Survivor Benefit
 

State law results in schizophrenic decisions
from the Ninth Circuit and a lesson for us all...

Is “Go Slow” the New Norm
For Private Foundations?
 

Reduced endowments have led to a focus on providing for emergency social needs and shoring up the structures of charities. Is this a short-term or long-term shift? ...

New York’s New POA Law 

Things just got much more complicated ...

Protect Trust Assets in Bankruptcy 

Pre-petition disclaimers can help save the day...

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