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The Water Cooler

By Robert Paine on March 28, 2016
Posted in News
  • cncartoons022143-549Sonya 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.
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Matters of Trust is devoted to timely and relevant insight and commentary on trust administration and litigation. My hope is that whether you are a beneficiary of a trust, a trustee, a CPA or investment manager who works with trust clients, or someone simply interested in how trusts are administered well (or poorly), you’ll find content that relates and matters to you.

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