Research on issues raised in acquiring, holding or assigning shares by trusts(2024)
Sellers, underwriters, purchasers, brokers, and holders of shares may be subject to, or required to comply with, financial regulations, corporate law, civil procedure, inheritance law, and other rules and regulations, depending on the circumstances. Where shares of a corporation are held by a trust, it is often unclear whether such various rules and regulations would apply to the beneficiaries or the trustee. Each of five experts in our study group picked up a certain area of law in this regard, analyzed the purpose of the law, and proposed solutions.