September 2016 | Sharpe Group
Sharpe Blog

Archive for September, 2016

Can Assets in a Trust Be Used to Make a Charitable Gift?

This question arises all the time. How do we think about it? The starting point is the trustee of the trust. The trustee holds legal title to all trust assets. That is, holds legal title for local law purposes. If the trust is revocable by its creator, the creator is deemed to own all the …Read More

Let’s Look at the 1974 Jordan Case from Florida

In the shadow of the press surrounding Duke University’s recent suit against a donor’s estate (and subsequently dropping of said suit), we’ll look at another case that bears resemblance and how the courts ruled on it. The 1974 Jordan Case is an important state court case on the enforceability of pledges. It arose because an individual …Read More

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