ABA Probate & Property: “Benefit of the Beneficiary Rule” co-authored by Mary P. O’Reilly

Mary P. O’Reilly, co-chair of Meltzer Lippe’s Trust & Estates practice group, co-authors this article with Lee-ford Tritt.

The Benefit-of-the-Beneficiary Rule narrowly defines “benefit” to mean wealth maximization. This wealth maximization theory, combined with modern portfolio theory endorsed by the drafters of the rule, discounts other reasons why clients create trusts.

To read more, click on the PDF below.

More to explorer

Employers’ Annual Checkup

Employers’ Annual Check Up By Nicholas Melito, of Meltzer Lippe’s Labor & Employment Practice Group Nicholas Melito is an attorney in Meltzer Lippe’s Labor