A Tale of Two Recent QTIP Trust Termination Cases

Published on December 18, 2024

The Anenberg and McDougall decisions have broad implications for estate planning.

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GST Tax Exempt Status Retained for Court-Modified Trust

December 18, 2024
The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust.

Long Island Firms Totaling $495M Join Commonwealth from Osaic

December 18, 2024
The two firms share office space and opted to move jointly. This is the latest of several teams to move from Osaic to Commonwealth this year.