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Case Summaries

Resurrection of “De Facto Trustee” Concept—Securities Exchange Commission v. Wyly, 2014 WL 4792229

Heckerling Musings

Estate Planning: Current Developments and Hot Topics (December 1, 2014)

Heckerling Musings

Heckerling Musings 2015 and Current Developments

Case Summaries

Impact of Arbitration or “In Terrorem” Provisions in Crummey Trusts—Mikel v. Commissioner, T.C. Memo. 2015-64.

Life As You Live It

Strange Bed(rock)fellows: Solar Farms and Mineral Rights

Wealth Planning

Build a Living Legacy: An Entrepreneurial Approach to Philanthropy and Family Governance

Wealth Planning

Staying Secure This Holiday Season: Common Scams and How to Protect Yourself

Current Developments

LOOKING AHEAD – Estate Planning in 2025 & Current Developments

Investment Management

Japanese Equities: Progress Underway, but Challenges Remain

Investment Management

Risks Rise, Opportunities Remain