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A New Wholesaling Law and What it Means for Delaware Estate Sellers

If you're an executor or trustee managing a loved one's estate in Delaware, there's a new law you should know about before you sign anything. It won't make headlines in most places, but it matters a great deal to the people it's designed to protect. Delaware recently passed legislation tightening the rules around real estate [...]

What the New Institutional-Investor Law Actually Means

There is a piece of federal housing news moving through my inbox this month, and most of the versions I have read are either cheering it as a fix-all or dismissing it as nothing. The reality is somewhere in the middle. It is worth understanding what the law does and, just as importantly, what it [...]

Simplifying Complexity: When to Consider Merging Irrevocable Trusts

For estate attorneys, trust officers, and financial advisors, managing client portfolios often involves navigating the intricate landscape of trusts. It’s not uncommon to encounter clients who, for various reasons, have accumulated multiple irrevocable trusts over the years. This can lead to administrative burdens, increased costs, and unnecessary complexity.

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