(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
The New Minnesota Trust Code: Out with (Most of) the Old and in with (Most of) the UTC
Jennifer A. Maas - Mitchell Hamline Law Review
ABLE Act Accounts: Achieving a Better Life Experience for Individuals with Disabilities with Tax-Preferred Savings (and the Old Reliable Special and Supplemental Needs Trusts)
David A. Rephan Joelle Groshek - Mitchell Hamline Law Review
The Uniform Trust Code and the Common Law: An Analysis of Three Sections of the Code that Deviate from the Common Law and Why the Drafters Changed the Law
Christina Bogdanski - Cardozo Law Review
Business Asset Trust: An Entity to Protect Operational Assets
Stuart M. Horwitz and Jason Damicone - Estate Planning
Group Passive Activities to Achieve Best Tax Treatment
James R. Hamill - Estate Planning
Special Report: Summaries from the 2016 Heckerling Institute
Special Report: Summaries from the 2015 Heckerling Institute -- 1/05/2015
Clark Decision Complicates Planning for IRA Owners -- 6/12/2014
Quick Take: Recent Cases Allow Probate of Electronic Wills -- 2/14/2014
Special Report: Summaries from the 2014 Heckerling Institute -- 1/10/2014
Florida Supreme Court Opinion In Re: Amendments to Rules Regulating the Florida Bar 4-1.1 and 6-10.3
Amendments to Rules Regulating the Florida Bar recognize an obligation to achieve competence in the use of technology. The new rules require that lawyers take technology-related CLE courses.
CareConnection -- AARP
CareConnection is a new site aimed at connecting caregivers with information, other caregivers and helpful services. We’re listening firsthand to understand the concerns and challenges facing caregivers today, and we’d like to include you in the design of this site and its offerings. Explore the information, tools and solutions available, and share what works— and what doesn’t—so that we can build the best experience for caregivers like you.
New York Times Giving Section 2016
The 2016 edition of the Times section on charitable giving includes articles on trends in philanthropy, and the tax rules governing charitable contributions, and legal and regulatory aspects of operating nonprofit organizations.
2016 U.S. Trust Study of High Net Worth Philanthropy
The 2016 U.S. Trust Study of High Net Worth Philanthropy examines the giving and volunteering trends, behaviors, attitudes, and priorities of wealthy American households, and was written and researched in partnership with the Indiana University Lilly Family School of Philanthropy.
Protecting Seniors from Financial Exploitation -- NASAA
This Guide highlights certain requirements and options available under existing state laws, NASAA’s Model Act, and voluntary practices, coupled with suggestions on how firms should develop policies and procedures to mitigate potential damage caused by senior exploitation and issues related to cognitive decline or diminished capacity.