An Internal Revenue Code Section 529 (529 account) educational savings account can be an attractive investment vehicle, thanks to its tax benefits and flexibility. But a recent decision of the Court ...
New York trusts and estates practitioners will undoubtedly encounter a Quiet Trust at some point, either because a client would like to create one, or needs guidance as a beneficiary or trustee of one ...
Some advisors who serve as trustees of client accounts are rethinking that role, concerned about new rules that would make them subject to surprise audits. Securities and Exchange Commission rules ...
Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.
NEW YORK (Reuters) - The trustee in charge of liquidating MF Global's brokerage business can begin transferring certain customer accounts to rival brokers, a judge ruled on Wednesday. Judge Martin ...
HOUSTON, TX, October 14, 2025 (EZ Newswire) -- Hensley & Krueger, PLLC, a Houston probate litigation firm, recovered a ...