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  2. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    Wills, trustsand estates. United States trust law is the body of law that regulates the legal instrument for holding wealth known as a trust . Most of the law regulating the creation and administration of trusts in the United States is now statutory at the state level. In August 2004, the National Conference of Commissioners on Uniform State ...

  3. Charitable remainder unitrust - Wikipedia

    en.wikipedia.org/wiki/Charitable_remainder_unitrust

    A charitable remainder unitrust (known as a "CRUT") is an irrevocable trust created under the authority of the United States Internal Revenue Code § 664 [1] ("Code"). This special, irrevocable trust has two primary characteristics: (1) Once established, the CRUT distributes a fixed percentage of the value of its assets (on an annual or more frequent basis) to a non-charitable beneficiary ...

  4. Claflin doctrine - Wikipedia

    en.wikipedia.org/wiki/Claflin_doctrine

    Claflin doctrine is a U.S. law doctrine which states that a trust cannot be modified or terminated, even if all beneficiaries agree, if to do so would be contrary to a material purpose of the settlor. Material purposes include spendthrift, support, and discretionary trusts . The rule takes its name from the 1899 Massachusetts case Claflin v.

  5. US families are 'woefully underprepared' for the great wealth ...

    www.aol.com/finance/us-families-woefully-under...

    The greatest intergenerational wealth transfer in history is underway, and people are unprepared, according to Michael Pelzar, head of investments at Bank of America Private Bank. "Nearly half of ...

  6. Rule against perpetuities - Wikipedia

    en.wikipedia.org/wiki/Rule_against_perpetuities

    The rule against perpetuities is a legal rule in common law that prevents people from using legal instruments (usually a deed or a will) to exert control over the ownership of private property for a time long beyond the lives of people living at the time the instrument was written. Specifically, the rule forbids a person from creating future ...

  7. Trust (law) - Wikipedia

    en.wikipedia.org/wiki/Trust_(law)

    the act of "appointing" (i.e. giving) an asset from the trust to a beneficiary (usually where there is some choice in the matter—such as in a discretionary trust); or. the name of the document which gives effect to the appointment. The trustee's right to do this, where it exists, is called a power of appointment.

  8. 60-day rollover rule: What retirement investors need to know

    www.aol.com/finance/60-day-rollover-rule...

    The 60-day rollover rule is one of the many traps that lie in wait for investors rolling over a retirement account such as a 401(k) or IRA. You have to follow the rules exactly, or you could end ...

  9. Howe v Earl of Dartmouth - Wikipedia

    en.wikipedia.org/wiki/Howe_v_Earl_of_Dartmouth

    Howe v Earl of Dartmouth (1802) 7 Ves 137 is an English trusts law case. It laid down the rule of equity in relation to the duties of a trustee in relation to a trust fund where there are successive interests in relation to the trust fund, and seeks to strike a fair balance between the rights of the life tenant and the remainderman.

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