JD Supra

Will of recently deceased calls for creation of a testamentary trust whose dispositive terms shall mimic those of his revocable inter vivos trust: What if inter vivos trust had ...

At the intersection of incorporation-by-reference doctrine in the testamentary context and trust jurisprudence are several traps for unwary estate planners and trial lawyers. The doctrine sets forth ...
JD Supra

May one effectively add one’s personalty to the corpus of an inter vivos trust via gift causa mortis?

It has long been settled that one via a will may effectively “pour over” one’s real and personal property into an inter vivos trust. See §2.1.1 of Loring and Rounds: A Trustee’s Handbook (2026), the ...
Law

Proving an Inter Vivos Gift in New York: Lessons from 'Matter of Ingberman'

The Ingberman case shows courts in New York require strong evidence of intent, delivery, and acceptance to prove a gift. Despite documents and testimony, the court found no valid gift due to lack of ...
insider.si.edu

Inter vivos trusts : planning, drafting, and taxation / [edited] by John R. Cohan and Geraldine S. Hemmerling

Based on 2 works edited by J. R. Cohan : Drafting California revocable inter vivos trusts and Drafting California irrevocable inter vivos trusts. https://siris ...