Important Cases & Rulings

1. Wilshire Credit v. Karlin – Irrevocable Trust Protects Home Despite Partial Rent Payments April 29, 2012
   

1. Shurley v. Texas Commerce Bank, 115 F.3d 333 (5th Cir. 1997) April 6, 2012
   

1. In re Jane McLean Brown – 11th Circuit Discusses Asset Protection of Non-Self-Settled Trusts April 5, 2012
   

1. Asset Protection Trust upheld by Utah Court
   

1. Fairstar: Utah Court Ignores State of Filing for Charging Order Purposes
   

1. In re Mortensen: Self-Settled Trusts Don’t Work in Bankruptcy
   

1. SEC v. Jamie Solow, 2010 WL 303959 (S.D. FL., Jan 22, 2010)
   

1. Herring v. Keasler
   

1. Olmstead v. Federal Trade Commission, No. SC08-1009, FL Sup. Ct. (24 june 2010)
   

1. In re Hicks
   

1. In re Knight
   

1. Cooley v. Cooley
   

1. Dean v. United States – Irrevocable Trust Protects Against Federal Tax Lien
   

1. Evseroff – alter-ego applied to a trust March 26, 2012
   

1. Olmstead v. Federal Trade Commission, No. SC08-1009, FL Sup. Ct. (24 june 2010) March 10, 2012
   

1. Colish v. United States March 6, 2012
   

1. Lakeside Lumber Products v. Evans January 5, 2012
   

1. Self Settled Trust not Included in Taxable Estate April 5, 2009
   

1. Rev. Rul. 2004-64 April 5, 2008