Trust Reformation Was Not A Remedy For Failing To Complete An Estate Plan

Luke Lantta, of Bryan Cave, writes about the Appeals Court of Massachusetts’ decision in Lesanto v. Lesanto (Rule 1:28 decision), which reminds us that certain requirements must be met to reform a trust, contrasting the Lesanto case with several recent cases in which Massachusetts courts have permitted trust modification.

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An Economist’s Perspective of Fiduciary Monitoring of Investments by Susan Mangiero

Susan Mangiero, of Fiduciary Leadership, LLC, has made available for download her article, “An Economist’s Perspective of Fiduciary Monitoring of Investments,” published in BNA Bloomberg Pension & Benefits Daily, May 2015.  The Abstract is as follows:

A central thesis of “An Economist’s Perspective of Fiduciary Monitoring of Investments” by Dr.

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Sherlock Holmes and the Problem of the Dead Hand: The Modification and Termination of ‘Irrevocable’ Trusts by Richard C. Ausness

Richard C. Ausness University of Kentucky – College of Law, has made available for download his article, “Sherlock Holmes and the Problem of the Dead Hand: The Modification and Termination of ‘Irrevocable’ Trusts,” published in the Quinnipiac Probate Law Journal, Vol. 28, No. 3, 2015. The Abstract is as follows:… Continue reading