We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) (“Rolison”), serves as an important reminder of the need ...

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get ...

While “[i]t is ancient law in New York that to succeed on a third-party beneficiary theory, a non-party must be the intended beneficiary of the contract,” 4 recent Commercial Division cases reveal ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Q. I have completed my will which provides trusts for my wife and children. I have substantial IRA’s, annuities and life insurance which have beneficiary designations and want to make sure they are ...

Beneficiary designations are one of the major gaps in many retirement and estate plans. A recent court case shows the ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

Recently (it was probably a bad weather day), I found myself leafing through parts of the Colorado Revised Statutes dealing with fiduciaries. I came upon a statute called the Uniform Prudent Investor ...