Estate Settlement Process

Estate Settlement Process

Business First article by Braden Lammers It could be millions of dollars or a grandma’s photo album. But to heirs, the photo album often means more than the money. That’s according to officials with Hilliard Lyons LLC’s trust company operation in Louisville. “The...
With FATCA, IRS Hunts Offshore Tax Evaders

With FATCA, IRS Hunts Offshore Tax Evaders

Forbes article by Robert W. Wood In a move tied to budgets, Canada’s Revenue Agency is cutting its top staff focused on international tax evasion. Cuts to experienced personnel who ferret out aggressive tax planning appear to be deepest, despite comments by MP Gerald...

DOJ Rolls Out Elder Justice Website

Wills, Trusts & Estates Prof Blog post by Gerry W. Beyer DOJ The United States Department of Justice has launched the Elder Justice Website, as part of the Elder Justice Initiative designed to provide a coordinated federal response by emphasizing various public...

The Executor’s $1.2 Million Mistake

Forbes article by Ashlea Ebeling Here’s a tale of caution about being an executor, the person you appoint in a will to oversee your estate after your death. The cast includes a 73-year-old high-school-educated homemaker named executor of a nonagenarian cousin’s will,...
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