Tag: trust funding
A Fiduciary’s Duties and Fees in the Determination of Heirs Process
–Published in LISI Financial Products Planning Newsletter – Archive Message #3123, June 4, 2024
Alan A. May
Shareholder
Neal Nusholtz
Shareholder
Is a Restriction in a Partnership Valid When It Conflicts with a Right of Inheritance?
–Published in LISI Financial Products Planning Newsletter – Archive Message #3119, May 14, 2024
Alan A. May
Shareholder
Neal Nusholtz
Shareholder
The Private Benefit Doctrine and Tax-Exempt Entities
–Published in Michigan Bar Journal
Alan A. May
Shareholder
Neal Nusholtz
Shareholder
Alan A. May & Neal Nusholtz on In Re JLD Living Trust
–Published in Steve Leimberg’s Financial Products Planning email Newsletter, November 01, 2023
Alan A. May
Shareholder
Neal Nusholtz
Shareholder