Discovering Strength Through Caregiving with Lisa McCarty
Legacy Planning, Once Removed: Moving Assets Into Revocable Trusts — The ‘Why’ and ‘How’
Legacy Planning, Once Removed: Filling Out Beneficiary Designations and Payable-on-Death Designations
Legacy Planning, Once Removed: Estate Planning as Spring Cleaning
Legacy Planning, Once Removed: ‘Trust Reveal’ — An Intriguing Concept
The Legal Canvas
Building a Legacy of Love with Christy Byrne Yates
Caregiving Strategies and Avoiding Financial Scams with Chuck Whitlock
The Talented Mr. Ripley: Steps to Protect, Help, and Educate Trust Beneficiaries
Building Sustainable Peace with Shalom Center's Father Patrick Devine
Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA
The Importance of Supportive Care with Sheri Biller & Anneliese Barron
How Much Estate Information Should You Share with Your Kids?
Mastering Financial Caregiving Techniques with Beth Pinsker
Autism. Science. Hope.
Bar Exam Toolbox Podcast Episode 340: Listen and Learn -- Trust Formation and Administration
Dean Blandino on Family, Career, and the Sandwich Generation
Cybersecurity Insights for the Sandwich Generation with Dan Krutoy
Bar Exam Toolbox Podcast Episode 337: Listen and Learn -- Will Revocation
With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30 million for married couples). That can make...more
In In re Est. of Lopez, Guadalupe Lopez, Jr. applied for independent administration and heirship determination after his father’s death. 724 S.W.3d 847 (Tex. 2025)....more
In Shaw v. Simpson, Sarah Shaw inherited her husband Shad’s business interests after his intestate death in 2018. No. 13-23-00549-CV, 2025 Tex. App. LEXIS 8545 (Tex. App.—Corpus Christi November 6, 2025, no pet.)....more
A recent decision from the Virginia Court of Appeals significantly limits the protections available to lenders and other third parties who rely in good faith on a power of attorney. ...more
In most cases it is advisable to have a Jersey Will to cover investments held in Jersey, as this allows personal representatives to gather and realise or distribute assets more quickly. While a fast-track process can...more
Carolyn Daly and Lisa Roskos will be presenting along with Dr. Susan Bernstein of Divorce Coach Plus and Elizabeth McKenna of Merrill Lynch in an upcoming webinar, Special Needs Divorce: How a Collaborative Team Helps...more
When a loved one passes away, families are often faced with not only emotional challenges but also legal responsibilities. One of the most common processes they encounter is probate. Understanding probate can help families...more
Inter vivos gifts – property transfers made during a person’s lifetime – are often intended to simplify estate administration, avoid probate, or provide immediate help to loved ones. In practice, however, lifetime transfers...more
When most people think about creating a trust, they picture a complicated set of documents full of legal jargon. But at its core, a trust is much simpler than that. It is a legal arrangement built on a relationship,...more
When Jane Doe died, her family assumed everything was in order. She had always been organized. She talked openly about “having her papers done.” Her three children gathered a few days after the funeral, expecting a...more
The so-called 2026 Billionaire Tax Act is a California ballot initiative that has been filed to appear on the November 2026 ballot. If approved by California voters, the initiative would generally impose a one-time tax of 5%...more
Host Candace Dellacona welcomes acclaimed writer Lisa McCarty for a powerful conversation on caregiving, resilience, and the courage to tell deeply personal stories. McCarty reflects on her essays that resonated with...more
Section 1202 of the Internal Revenue Code provides one of the most valuable tax benefits available to entrepreneurs and investors who own qualified small business stock (QSBS). Subject to certain limitations, Section 1202...more
The legislative framework in the UAE that regulates family and personal status matters has undergone a substantial transformation, transitioning to a more sophisticated and inclusive system. This transformation is anchored by...more
Family-owned businesses are vital to the economy and I dare say the American way of life. According to a recent estimate, around 90% of all business firms in the U.S. are family owned, numbering over 30 million and generating...more
On Wednesday, April 29, 2026, Governor DeSantis signed House Bill 895 into law, creating Section 736.10081 of the Florida Statutes. The new statute establishes a nonjudicial summary procedure for the settlement of a trustee’s...more
Family offices are navigating a period of significant change driven by federal tax legislation, evolving Internal Revenue Service (IRS) enforcement priorities, and increasingly complex structuring considerations across...more
Introduction - On April 24, 2026, a Los Angeles County judge denied Cher’s emergency petition for a temporary conservatorship over her 49-year-old son, Elijah Blue Allman, for the second time in roughly two years. Cher’s case...more
For high-net-worth families, charitable giving is often more than a financial decision — it is a reflection of deeply held values and a cornerstone of family legacy. Two of the most popular vehicles for structured...more
In modern Guernsey trust practice, trustees are commonly vested with both a power of advancement and a power of appointment. These powers are often described in similar language, exercised in similar circumstances and...more
Key Takeaways - OIG weighs in on physician-owned ASC succession planning. Advisory Opinion No. 26-04 addressed a physician’s phased plan to transition ASC ownership to family members ahead of retirement, offering rare insight...more
New Medicaid Work Requirements: What Older Adults and Families Need to Know - In 2025, Congress passed a sweeping federal spending law widely referred to as the “One Big Beautiful Bill Act” (H.R. 1). Among its many...more
The media is filled with stories of deceased celebrities whose final wishes were either unknown or disputed. An important lesson: You can retain control of your visitation, funeral, and burial (or cremation) plans after...more
As predicted in the March 16, 2026, Foley Blog, a number of states recently moved to enact or propose income taxes aimed at individuals with high annual incomes, over $1 million, or wealth taxes. As California’s proposed...more
For decades, prenuptial agreements (or “prenups”) have carried a cultural stigma. Many assumed that prenups were only necessary for the wealthy or that raising the topic implied a lack of trust between partners....more