JD Supra

Appellate Court Affirmed An Order Denying A Beneficiary’s Request For Injunctive Relief To Require A Trustee To Reimburse The Trust For Attorney’s Fees Spent Defending ...

In In re McIntire, trust beneficiaries sued a trustee for multiple allegations of breach of fiduciary duty. No. 07-22-00249-CV, 2023 Tex. App. LEXIS 60 (Tex. App.—Amarillo January 5, 2023, original ...
Nasdaq

What Is a Grantee Beneficiary?

A grantee beneficiary is typically named in legal documents like a trust or a transfer-on-death deed. This designation allows the original asset owner (the grantor) to specify who will receive the ...
Entrepreneur

What Is a Beneficiary? Here’s Everything to Know.

Naming a beneficiary is an essential step in estate planning that allows individuals to determine how their assets will be distributed in the event of their death. By understanding the different types ...
Forbes

Should You Ever Name A Trust As Your IRA Beneficiary?

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...