The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
Building Legacy Through Conversation with Jason Brown
Navigating Women's Health with Rachel Welch
Bar Exam Toolbox Podcast Episode 326: Listen and Learn -- Intestate Distribution (Wills and Trusts)
The Journey to Better Healthcare with Ben Kruger
College Financial Planning with Jack Wang
The Impact of One Big Beautiful Bill on Estate Planning
Piloting Compassion in Caregiving with Jonathan Knaul
Empowerment Through Hero Generation with Nicole a`Beckett and Dr. Shruti Roy
Choosing a Trustee: Navigating the Complexities and Key Considerations
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences with Jennifer McEwen of Maynard Nexsen
Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
CareYaya: A Revolutionary Approach to Elder Care
Mamma Mia!: Common Estate Planning Issues for Blended Families
Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One
Once Removed Episode 38: The Legacy Mindset: What It Is and How to Build It
The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates
The Risks of Bad Advice
Empowering Children in the Online Era with Katie Schumacher
Assume trustee of an irrevocable inter vivos trust leases entrusted land to an entity that employs the trustee. All rents properly accrue to the trust estate. The beneficiaries assert, however, that the trustee may have...more
In recent years this blog has closely followed caselaw developments concerning the powers of estate representatives of deceased LLC members to exercise member rights under Section 608 of the LLC Law....more
In White v. White, plaintiffs sued their uncles and their aunts for breaches of fiduciary duties related to the uncles’ individual trusts. No. 03-24-00110-CV, 2025 Tex. App. LEXIS 3643 (Tex. App.—Austin May 29, 2025, no...more
In Serna v. Banks, the central legal issue addressed was whether an heir has standing to bring tort claims (such as breach of fiduciary duty, conversion, fraud, and negligence) for property belonging to a decedent’s estate...more
For restaurant owners, divorce isn’t just about dividing assets—it’s about protecting the legacy you’ve built and ensuring the future of your business remains secure. Amidst the emotional and financial challenges of a...more
Selling a business is one of the most significant events in an entrepreneur’s life. Most of the transaction process will be driven by the market, a buyer’s goals, or industry dynamics outside of the seller’s control. There...more
The One Big Beautiful Bill Act (OBBBA) has made the gift, estate and generation-skipping transfer (GST) tax exemptions permanent. This brings a great deal of certainty to estate planning. And now even fewer taxpayers need to...more
When you’ve worked hard for what you have, the last thing you want is to see it lost in a contest over your estate. Perhaps more important than the financial cost of an estate contest is the emotional cost. Few events can...more
Bermuda has long been at the forefront of modern fiduciary practice and the recent introduction of new trust legislation further bolsters Bermuda’s position as a leading offshore fiduciary centre. The Trustee Amendment Act...more
The Perpetuities (Amendment) Act, 2024 (the Act) has now been in effect for just over a year marking a significant evolution in the Cayman Islands trust law framework. This legislative reform allows for the disapplication of...more
The defense of legal malpractice claims often hinges on a deceptively simple question: did the attorney breach their duty owed to their client?...more
Welcome to The Verdict: Estate Planning Through Film. Today, I’m joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company, to discuss the movie The...more
When someone acts as an agent under a power of attorney, they are entrusted with significant responsibility over another person’s property, finances, and affairs. Disputes may arise regarding what the agent is doing or has...more
According to a recent study conducted by Consumer Affairs, the average American moves 11.7 times in their lifetime. While the majority of these moves occur within the same county, or city, millions of Americans move every...more
Running a restaurant in New York City is demanding, but planning for the future is just as crucial as daily operations. Without a solid estate plan, a restaurant owner risks legal disputes, unnecessary taxes, and business...more
For restaurant owners, business succession planning is crucial to ensuring a smooth transition of ownership while protecting the legacy of their establishment. Whether the goal is to pass the restaurant to family, sell to a...more
In this episode of the Sandwich Generation Survival Guide, host Candace Dellacona welcomes Jason Brown, a legacy strategist and entrepreneur. Jason shares his compelling life story from being a young entrepreneur in...more
When a guardianship is no longer needed or circumstances change, families and individuals may face delays while waiting for a court to review their request. A new Pennsylvania law is designed to address that problem....more
When One Direction's 31-year-old band member, Liam Payne, fell from an Argentinian hotel balcony to his tragic death in October 2024, he left his then 8-year-old son, Bear, fatherless. However, as the sole heir to his...more
Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler Boyd’s Mac McLean shared...more
On October 24, 2025, Vice Chancellor Laster of the Delaware Court of Chancery denied motions to dismiss in a high-profile challenge to asbestos trust data-retention policies, allowing asbestos defendants’ claims to proceed...more
Of all the scary stories that can arise in estate planning, few scenarios are more genuinely terrifying than the chaos that unfolds when someone dies without a Will and other key estate planning documents in place. The...more
The IRS recently issued the 2026 annual adjustments for numerous tax provisions, including changes to the estate tax exemption, income tax brackets and standard deductions. Notable changes made under the One, Big, Beautiful...more
When Sarah remarried at 68, she thought her estate plan would protect both her new husband and her three adult children. Instead, conflicting expectations led to a four-year legal battle that left her family deeply divided....more
Assume a parcel of real estate was the subject of an irrevocable express trust until the trustee in breach of trust deeded the title to himself, ostensibly free of trust. Our self-dealing trustee is hereinafter referred to as...more