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Recent Case Analysis of Undue Influence

By Jill Roamer, J.D., CIPP/US September 3, 2021

Undue Influence is when someone pressures another in such a way that the person being influenced..

The End of a Step-up in Basis?

By Jill Roamer, J.D., CIPP/US June 2, 2021

A step-up in basis, or more accurately, a basis adjustment, has been a cornerstone of many..

A Trust Protector and Undue Influence

By Jill Roamer, J.D., CIPP/US May 25, 2021

Can undue influence lead to a Trust Amendment via a Trust Protector who is an independent party?..

When A Contract and a Will Conflict

By Jill Roamer, J.D., CIPP/US May 19, 2021

A Last Will and Testament devises one’s property after their passing. Great weight is given to..

Child Support Arrears and Estate Recovery

By Jill Roamer, J.D., CIPP/US March 23, 2021

In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child..

Larry King and the Holographic Will

By Jill Roamer, J.D., CIPP/US March 16, 2021

Larry King passed away in January due to complications with COVID-19. At the time, he was in the..

Proposition 19: New Rules in California

By Jill Roamer, J.D., CIPP/US December 22, 2020

November brought with it changes to California’s real property taxation laws. Proposition 19..

Lawyers in the Middle, Between Trustees and Beneficiaries to Whom is Owed the Duty of Confidentiality?

By Anita Schnee, J.D. December 8, 2020

Suppose you are hired by a trustee or executor to assist in trust or estate administration. Then..

Utah Becomes First State to Pass Electronic Wills Act

Many Americans don’t have a will. Why not? Well, the reason may be that they don’t want to think..

Case Law: Mutual Wills and a Subsequent Will—Which One Rules?

By Jill Roamer, J.D., CIPP/US October 19, 2020

National Estate Planning Awareness Week is October 19-25, 2020. To celebrate, let’s take a look..

Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D., CIPP/US August 5, 2020

In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a..

Supreme Court Rules on Kaestner Case

By Jill Roamer, J.D., CIPP/US June 27, 2019

In a recent blog post, we informed our readers about big news in trust taxation. On June 21st,..

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