Section Newsletters

Articles From Robert S. Held

Temporary Guardians Are Not Always Temporary By Robert S. Held Trusts and Estates, October 2021 Recently, guardianships and the probate courts that impose them have come under greater scrutiny.
Prudent investor rule chiseled away in Carter v. Carter By Robert S. Held Trusts and Estates, May 2013 Practitioners, mindful of the Carter opinion, must now consider amending existing trust documents or advising their current clients of the altered landscape affecting the duties of a trustee.
A grave concern By Robert S. Held Trusts and Estates, February 2011 A review of the recent case of Carlson v. Glueckert, which seems to provide that any relative of the decedent can dispute the funeral arrangements and a funeral home can assert that the dispute is a defense to liability.
2 comments (Most recent March 8, 2011)
Federal court denies protection in bankruptcy for inherited IRA By Robert S. Held & Vasili D. Russis Commercial Banking, Collections, and Bankruptcy, November 2006 A bankruptcy court, applying Illinois law, held that a debtor’s interest in an inherited IRA was not exempt from the claims of the debtor’s creditors.

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