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Wills, Trusts, & Estate Planning Updates

Read Wills, Trusts, & Estate Planning updates, articles, and legal commentary from leading lawyers and law firms:
Williams Mullen

IRS to Address Questions About Code § 67(G)

by Williams Mullen on

On Friday, July 13, 2018, the U.S. Department of the Treasury (the “Treasury”) and the IRS published Notice 2018-61 (the “Notice”), stating that they plan to issue regulations providing clarification of the effect of § 67(g)...more

Hinshaw & Culbertson LLP

Estate Planning Newsletter - Second Quarter 2018

by Hinshaw & Culbertson LLP on

We created the Estate Planning Newsletter to help you stay up to date on current estate planning topics, as well as other relevant legal developments and trends. We highlight two alerts in this edition: the first considers...more

Ward and Smith, P.A.

Family Affair: Potential Problems with Family-Owned Businesses

by Ward and Smith, P.A. on

Some of the most heartbreaking situations we see in our closely-held business and estate practices are families torn apart over differences in dealing with family-owned businesses. When there are problems with...more

LeClairRyan

Legislative Update: Virginia’s General Assembly Acts to Reduce Inconsistencies between Revocable Living Trusts and Wills

by LeClairRyan on

As more people elect to use revocable living trusts for estate planning purposes instead of traditional wills, the disposition of property will increasingly depend on the interpretation and determination of revocable living...more

McGuireWoods LLP

IRS to Issue Regulations on Effect of Section 67(g) on Certain Deductions for Estates and Nongrantor Trusts

by McGuireWoods LLP on

The U.S. Treasury Department and the IRS announced on Friday, July 13, 2018, that they intend to issue regulations on the impact of new section 67(g) of the Internal Revenue Code of 1986 on certain deductions for estates and...more

Holland & Hart - Fiduciary Law Blog

Avoiding Fiduciary Conflicts of Interest

It is very difficult for a trustee to have conflicts of interest without breaching the duty of loyalty. We typically think of trustee conflicts as they relate to self-dealing by the trustee, which is almost always a problem...more

Blake, Cassels & Graydon LLP

Pensions Newsletter – July 2018

FAMILY LAW - Malbon v. Malbon, 2017 BCCA 427 - Leslie Alan Malbon (Appellant) and Teresa Ruth Malbon (Respondent) married in 1980 and separated in 2002. In 2007, they entered into a consent divorce order (Order), which...more

Cozen O'Connor

DeLorean Estate Alleges ‘Back To The Future’ Royalties Were Improperly Distributed

by Cozen O'Connor on

The John DeLorean estate is in a clash once again with the unaffiliated DeLorean Motor Company (DMC), this time over royalty payments that Universal Pictures (Universal) allegedly directed to DMC instead of to the estate for...more

Winstead PC

Court Denied Mandamus Relief To Review Order Denying Trustee’s Request To Pay His Attorney’s Fees In The Interim

by Winstead PC on

In In re Cousins, a trustee filed a mandamus proceeding to challenge a trial court’s order denying his motion to pay his attorney’s fees from the trust. No. 12-18-00104-CV, 2018 Tex. App. LEXIS 3930 (Tex. App.—Tyler May 31,...more

Kramer Levin Naftalis & Frankel LLP

Did You Choose the Right Trustee?

Selecting the right trustee to administer the property you have placed in a trust is an important decision, and can be more difficult than choosing the executor who will administer your estate. ...more

Holland & Knight LLP

La Suprema Corte de Justicia de México Aclara los Limites en Materia de Poderes Generales - La Decision Resuleve una Contradicción...

by Holland & Knight LLP on

• La Primera Sala de la Suprema Corte de Justicia de México ha decidió sobre una contradicción de tesis de los tribunales federales, una decisión que aclara un antiguo punto de controversia en ley mexicana en materia de...more

Holland & Knight LLP

Mexico's Supreme Court of Justice Clarifies Limits on General Powers of Attorney - Ruling Resolves Conflicting Precedents...

by Holland & Knight LLP on

Ruling Resolves Conflicting Precedents Regarding Powers for Acts of Management as well as Litigation and Collections The First Chamber of Mexico's Supreme Court of Justice has decided on a conflicting line of precedent set...more

Chambliss, Bahner & Stophel, P.C.

Feds Expand Oversight of Representative Payees for SSDI and SSI Recipients

For most Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) beneficiaries, the Social Security Administration (SSA) issues monthly checks directly to the recipients. However, where the...more

Murtha Cullina

Your Mid-Year Estate Planning Checklist

by Murtha Cullina on

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future and the future of your...more

Chambliss, Bahner & Stophel, P.C.

Is Your Child Eligible for Childhood Disabled Beneficiary Benefits?

Understanding what benefits might be available to your child or loved one with special needs can be confusing. Different benefits apply in different circumstances, and sometimes different benefit programs can work together to...more

Ruder Ware

Will Parents’ Long-Term Care Costs Sink the Farm?

by Ruder Ware on

Originally Published on © 2018 Agri-View. Madison, WI. Problems can result when parents maintain ownership of a farm but need long-term health-care services from an assisted-living facility or nursing home. Expenses...more

Farrell Fritz, P.C.

Will, Trusts & Estates: Plain and Simple – Back to Basics: Wills & Revocable Trusts

by Farrell Fritz, P.C. on

Wills and revocable trusts basically do the same thing – each is a document in which you give away your assets to your beneficiaries upon your death. Both can be revoked and changed whenever and as often as you desire. In...more

SmithAmundsen LLC

Are Your Kids Heading Off To College? Consider Setting Up A Power Of Attorney

by SmithAmundsen LLC on

The summer before I went off to college, my dad made me sign a Durable Power of Attorney for Finances. My dad was a lawyer and I was his third child, so he knew that in order to talk to the university and find out my grades,...more

New U.S. EPA e-Manifesting System Took Effect June 30th

by Cohen & Gresser LLP on

The U.S. Environmental Protection Agency (the “EPA”) launched its new Hazardous Waste Electronic Manifest (“e-Manifest”) System on June 30, 2018. The new requirements impact all U.S. companies that handle waste requiring a...more

Charles (Chuck) Rubin

Supreme Court Upholds Changes To Beneficiaries Upon Divorce

by Charles (Chuck) Rubin on

Married persons often name the other spouse as beneficiaries of their estate, life insurance, pensions, IRA’s, annuities and other contractual arrangements upon the death of the first spouse. Upon divorce, they often do not...more

Proskauer Rose LLP

Wealth Management Update - July 2018

by Proskauer Rose LLP on

July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16) - The July § 7520 rate for use with estate planning techniques such as CRTs,...more

McGuireWoods LLP

Estate Tax Changes Past, Present and Future July 2018

by McGuireWoods LLP on

I. INTRODUCTION - This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts to repeal the estate tax in President Clinton’s second term and...more

Holland & Hart - Fiduciary Law Blog

No Contest Clauses – Not Just for Wills

Fiduciary litigation continues to grow and often times outpaces the development of case law regarding the myriad of issues that arise in estate and trust disputes. Historically fiduciary litigation involved disputing family...more

Faegre Baker Daniels

No More Compromise: Indiana Supreme Court Closes Door to Pre-Mortem Settlement Agreements, Leaves Open Window

by Faegre Baker Daniels on

On June 19, the Indiana Supreme Court decided In the Matter of the Supervised Estate of Kent v. Kerr, rejecting a pre-mortem settlement agreement the Court of Appeals had unanimously validated last year. Aging Hoosiers often...more

Barley Snyder

New Pennsylvania Law Expected to Make Life Insurance Search Easier

by Barley Snyder on

People often purchase life insurance as a means of financially protecting themselves and their loved ones after the death of a family member. Many times, these policies are purchased years, even decades, before the...more

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Privacy Officer
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Privacy Officer
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