Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts
An argument as to why fiduciaries can’t ignore this analysis.
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Pre-Mortem Will Validation
A few jurisdictions allow testators to road test their estate planning.
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The Unexpected Half-Life of A Terminating Grantor Trust or QSST
Focus on preventing an inadvertent end to S corp status.
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Litigation of Nominations and Dispositions Favoring Stepchildren Under Pre-Divorce Instruments
Careful drafting can prevent lawsuits.
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How One Major Bank Plans to Grow its Real Estate Lending Market Share as Rivals Pull Back
TD Bank’s newly appointed head of U.S. commercial real estate Hugh Allen notes the old adage: “You make your best loans in difficult times.”
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11 Must Reads for Real Estate Investors (Nov. 27, 2023)
Annual non-traded alternatives fundraising for interval funds, BDCs and REITs has reached $58 billion, according to the latest data from Robert A. Stanger & Co. CoStar is predicting a looming office space shortage for the very top tier properties. These are among the must reads from the real estate investment world to start the week.
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Beyond the Headlines: How COVID Impacted Commercial Real Estate
It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios.
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