The revocable trust, or living trust, is an agreement between the client (commonly called the settlor, grantor or trustor in the document) and the trustee (usually also the client), until his or ...

Client owns an unconverted Barn, wishes to put this into trust for his children as the beneficiaries. The plan is that the trust will then convert ...

When it comes to ERISA ligation, even if at first you do succeed, you often have to try, try again. Certainly that’s been the case of the fiduciaries of the HP 401(k) plan, one of a number of national ...

Date of birth: October 20, 1926 NOTICE TO CREDITORS: The Settlor, Frank 0. Lorenz (Born: October 20, 1926), died January 22, 2025. There is no personal representative of the settlor’s estate to whom ...

As wealth management evolves, South African high-net-worth individuals ("HNWIs") are increasingly looking for efficient offshore structures to ...