Open Access. Powered by Scholars. Published by Universities.®
- Discipline
- Keyword
- Publication Year
- Publication Type
Articles 1 - 17 of 17
Full-Text Articles in Estates and Trusts
Maintaining Client Privacy In An Increasingly Public World, Anne-Marie E. Rhodes, Mel M. Justak
Maintaining Client Privacy In An Increasingly Public World, Anne-Marie E. Rhodes, Mel M. Justak
Faculty Publications & Other Works
Individuals have long been interested in protecting their private family and financial matters from broad public disclosure. Motives vary, of course, but can range from safety concerns to saving certain family members from public embarrassment that could jeopardize future busi ness and social opportunities. 1 While motives may have changed little over time, the urgency to protect privacy is more pronounced in today's world.2 For example, 100 years ago the primary vehicle for wide dissemi nation of news - including a family's or individual's private matters - was newspapers. While disclosure through this medium could certainly be embarrassing, the disclosure …
Bringing Clarity To Inherited Iras, Robert E. Eggmann, Dormie Ko
Bringing Clarity To Inherited Iras, Robert E. Eggmann, Dormie Ko
Loyola University Chicago Law Journal
No abstract provided.
Utc's Duty To Inform And Report At 20 - How Mandatory Is Transparency, Anne-Marie E. Rhodes, Mel M. Justak
Utc's Duty To Inform And Report At 20 - How Mandatory Is Transparency, Anne-Marie E. Rhodes, Mel M. Justak
Faculty Publications & Other Works
In trust administration, there is often a tugging contest between a settlor's or trustee's desire to limit certain information being released to beneficiaries and beneficiaries' desire for total transparency. While the reasons for limiting information are varied, a common one is autonomy, sometimes emanating from the settlor's or trustee's concern that such information may be harmful to the beneficiary or the family dynamic. Nowhere is this tension more apparent than the interplay between Uniform Trust Code (UTC) Sections 105 (Default and Mandatory Rules) and 813 (Duty to Inform and Report).
Utc's Duty To Inform And Report At 20 - How Mandatory Is Transparency, Anne-Marie E. Rhodes, Mel M. Justak
Utc's Duty To Inform And Report At 20 - How Mandatory Is Transparency, Anne-Marie E. Rhodes, Mel M. Justak
Faculty Publications & Other Works
No abstract provided.
Notarized Wills, Anne-Marie E. Rhodes
Notarized Wills, Anne-Marie E. Rhodes
Faculty Publications & Other Works
No abstract provided.
Valuing Art In An Estate: New Concerns, Anne-Marie E. Rhodes
Valuing Art In An Estate: New Concerns, Anne-Marie E. Rhodes
Faculty Publications & Other Works
No abstract provided.
On Inheritance And Disinheritance., Anne-Marie E. Rhodes
On Inheritance And Disinheritance., Anne-Marie E. Rhodes
Faculty Publications & Other Works
No abstract provided.
Consequences Of Heirs’ Misconduct: Moving From Rules To Discretion., Anne-Marie E. Rhodes
Consequences Of Heirs’ Misconduct: Moving From Rules To Discretion., Anne-Marie E. Rhodes
Faculty Publications & Other Works
No abstract provided.
In Terrorem Clauses: More Bark Than Bite?, Ronald Z. Domsky
In Terrorem Clauses: More Bark Than Bite?, Ronald Z. Domsky
Loyola University Chicago Law Journal
No abstract provided.
Can Debtors Disclaim Inheritances To The Detriment Of Their Creditors?, Stephen E. Parker
Can Debtors Disclaim Inheritances To The Detriment Of Their Creditors?, Stephen E. Parker
Loyola University Chicago Law Journal
No abstract provided.
Tortious Interference With Inheritance In Illinois, Linda S. Stinehart
Tortious Interference With Inheritance In Illinois, Linda S. Stinehart
Loyola University Chicago Law Journal
No abstract provided.
In Re Estate Of Gowling And In Re Estate Of Grant: The Limits Of Equitable Apportionment, Patricia Brosterhous
In Re Estate Of Gowling And In Re Estate Of Grant: The Limits Of Equitable Apportionment, Patricia Brosterhous
Loyola University Chicago Law Journal
No abstract provided.
Selected Evidence Problems In Illinois Will Contests, Joachim J. Brown
Selected Evidence Problems In Illinois Will Contests, Joachim J. Brown
Loyola University Chicago Law Journal
No abstract provided.
The Interest Free Loan: An Effective Gift And Estate Planning Device, Sheldon Braun
The Interest Free Loan: An Effective Gift And Estate Planning Device, Sheldon Braun
Loyola University Chicago Law Journal
No abstract provided.
When Does Influence Become Undue?, John J. Hogan
When Does Influence Become Undue?, John J. Hogan
Loyola University Chicago Law Journal
No abstract provided.
The Uniform Probate Code And Illinois Probate Practice, Glenn R. Drury
The Uniform Probate Code And Illinois Probate Practice, Glenn R. Drury
Loyola University Chicago Law Journal
No abstract provided.
Trusts - Totten Trusts - Montgomery V. Michaels, Surviving Spouse Can Reach A Totten Account To The Extent Necessary To Meet The Statutory Share, Carlton Kevin Mccrindle
Trusts - Totten Trusts - Montgomery V. Michaels, Surviving Spouse Can Reach A Totten Account To The Extent Necessary To Meet The Statutory Share, Carlton Kevin Mccrindle
Loyola University Chicago Law Journal
No abstract provided.