Sonya S. Jindal and Lourdes E. Perrino examine how the Net Investment Income Tax impacts trust income and offers a few strategies to mitigate its effect in Lexology.- Elizabeth Meck examines a trustee’s duty to prudently invest trust assets in the National Law Review.
- In the Louisville Courier-Journal, Matthew Glowicki and Sheldon S. Shafer take a look at what can happen when a trustee and trust beneficiaries disagree about the sale of trust assets.
- Mike Heuer illustrates an example of an egregrious fraudulent conveyance in the Courthouse News Service.
- Michael Petro writes of an attorney who stole a charitable bequest from the estates of a brother and sister in the Buffalo Law Journal.
- Speaking of stealing, Tina Alvey of the Wyoming Register-Herald writes of an accountant who, as trustee, stole $833,000 from a special needs trust established for a beneficiary who has spina bifida.
- Jim Flynn explains the use of Pet Trusts in The Colorado Springs Gazette.
