When enterprises distribute documents electronically, it is often important that recipients can verify three important aspects of a document: Integrity: That the content has not been altered ...

When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a trust or ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Recently a financial adviser requested that I review an insurance trust ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

A recent Arkansas Court of Appeals ruling indicates that courts may be unwilling to enforce arbitration provisions set forth in testamentary documents where a beneficiary challenges the validity of ...

Trust documents can use the term “spouse” to identify a class of beneficiaries or actors who are related to another class of beneficiaries—usually the grantor’s descendants. If one of the grantor’s ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...

It is common for settlors to execute trust documents that contain exculpatory clauses. An exculpatory clause is one that forgives the trustee for some action or inaction. For example, a common ...