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Read Wills, Trusts, & Estate Planning updates, articles, and legal commentary from leading lawyers and law firms:
Bradley Arant Boult Cummings LLP

Selling Shareholder Trusts Subject to ESOP Arbitration Award

The plaintiffs in this case filed a lawsuit in 2021 alleging that the trustee of the company’s ESOP and certain individuals breached their fiduciary duties by overpaying for the company's stock. Originally Published by...more

Stark & Stark

Estate Planning for Blended Families: Protecting Everyone You Love

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Blended families are increasingly common, and they present some of the most nuanced and emotionally layered estate‑planning challenges. When spouses bring children from prior relationships, acquire new property together, or...more

Whiteford

Virginia Executors: 10 Warning Signs a Beneficiary May Contest the Will

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Being named as executor of an estate in Virginia is a significant responsibility. You are expected to administer the estate according to the terms of the will, manage assets prudently, and act in good faith toward all...more

Mandelbaum Barrett PC

Elder Law Alert: New Jersey Amends and Readopts Inheritance Tax Regulations

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New Jersey has readopted and amended its inheritance tax regulations, with important changes that affect estate planning, estate administration, and families formed through assisted reproductive technology. Effective...more

McNees Wallace & Nurick LLC

Protecting NIL rights through estate planning

Estate planning is often viewed as a process that ends at death, with assets transferred and administration completed through probate or trust administration. For many forms of intellectual property, however, that view is...more

Cohen Seglias Pallas Greenhall & Furman PC

Wishful Thinking Could Cost Your Heirs Millions: The Vital Requirement for a Unified Carefully Drafted Approach to Divorce and...

Financial Planning for Family Meets the Cold Light of the Court Divorce is a reality for almost a million American couples each year. Across the range from amicable to hard fought, most divorces including children involve a...more

Rivkin Radler LLP

Consider Trusts for Your Kids

Rivkin Radler LLP on

If you have children under age 18, you should have trusts for each of them in your will or revocable trust. If minors under 18 years old inherit any assets from you, a guardian of the property (as opposed to a guardian of the...more

Farrell Fritz, P.C.

New York Trusts and Estates Legislative Developments of Which to be Aware in 2026 and Beyond

Farrell Fritz, P.C. on

Last year, the New York Legislature (the “Legislature”) enacted, and Governor Kathy Hochul signed, into law several pieces of legislation that are likely to significantly impact trusts and estates practice in 2026 and...more

Kohrman Jackson & Krantz LLP

Charitable Planning for Debt-Financed Real Estate: Leveraging NECTs and C Corporation Structures Beyond the 10-Year Exception

At first glance, leaving real estate to charity seems straightforward. In practice, highly appreciated property encumbered by mortgage debt is frequently declined. Public charities and private foundations are generally...more

Offit Kurman

Protecting the Modern Family with Mindful Estate Planning

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Early in the show Modern Family, we meet a family formed through remarriage, cultural differences, and a significant age gap. When Jay Pritchett marries Gloria Delgado, he becomes stepfather to her sensitive teenage son,...more

Offit Kurman

Divorce and the Estate Plan: Why Coordination Between Divorce and Estate Planning Counsel Matters

Offit Kurman on

Divorce reshapes nearly every aspect of a client’s legal and financial life, yet estate planning consequences are frequently overlooked. Many individuals assume that once a divorce is filed, their estranged spouse is...more

Offit Kurman

Using a Private Foundation to Preserve an Artist’s Legacy

Offit Kurman on

Thoughtful estate planning is essential for artists seeking to ensure the long‑term preservation, management, and presentation of their lifelong work....more

Rivkin Radler LLP

New Jersey Supreme Court Clarifies Attorney Duties to Non-Clients

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In a recent decision, the New Jersey Supreme Court highlighted the importance of clearly documenting client intent and the limits of an attorney’s duty to non-clients. In Christakos v. Boyadjis, 262 N.J. 447 (2026),...more

Hogan Lovells

HL UK Pensions Law Digest 6 March 2026

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A bite-sized summary of recent UK pension news Inheritance tax (IHT) on pensions: amendments to the Finance (No 2) Bill Clarification from the government of how the IHT provisions will work; Pension Protection Fund:...more

Awatif Mohammad Shoqi Advocates & Legal...

Inheritance Lawyer in UAE: When Do You Need One?

Think of passing an estate to your family like handing over a safe deposit box full of valuables: if the key (a valid will) is clear and everyone knows the code, the handover is calm. If you lose the key, the box stays...more

IR Global

Planning for their Future: All creatures great and small

IR Global on

It is estimated that the global pet population is around 1 billion and just over 50% of the population of the United Kingdom own a pet....more

Farrell Fritz, P.C.

New Report Highlights Increase in Lifetime Real Estate Transfers in the U.S.

Farrell Fritz, P.C. on

Leaving real estate to heirs through a will or a revocable trust has long been standard practice in estate planning. Many clients expect to pass along the home they have lived in for years only after they are gone. But recent...more

Fisher Phillips

7th Circuit’s Recent Ruling in ERISA Change-of-Beneficiary Dispute Offers Key Takeaways for Employers and Retirement Plan...

Fisher Phillips on

Love may fade, but beneficiary designations do not. That was the hard lesson learned in a legal dispute between a man’s estate and his ex-spouse over his retirement plan proceeds – ultimately, a federal appeals court in...more

Farella Braun + Martel LLP

Batman Begins: Benefits of a Directed Trust and Highlights of the OBBBA

Welcome to The Verdict: Estate Planning Through Film. Farella associate Lucy Campbell joins Farella partner and The Verdict podcast host Hons Yung to discuss the movie Batman Begins. Join them as they explore the streets of...more

ArentFox Schiff

Fifteen Years With the Family Office Rule: Lessons From Both Sides of the Table

ArentFox Schiff on

Later this year marks the 15th anniversary of the US Securities and Exchange Commission’s adoption of Rule 202(a)(11)(G)-1 under the Investment Advisers Act of 1940 (the Family Office Rule)....more

Winthrop & Weinstine, P.A.

FinCEN Reporting for Residential Real Estate Transactions Begins March 1, 2026

As of March 1, 2026, the Financial Crimes Enforcement Network (FinCEN) is enforcing its new “Residential Real Estate Rule,” which requires certain professionals involved in real estate closings and settlements to submit...more

Bilzin Sumberg

New FinCEN Requirements for Residential Real Estate Transactions

Bilzin Sumberg on

Beginning on March 1, 2026, certain professionals involved in residential real estate closings and settlements or other innocuous transfers of residential real estate will be required to submit reports to the Department of...more

Tucker Arensberg, P.C.

Why Estate Planning Is Essential in Pennsylvania

Let’s face it, we don’t necessarily want to start planning for what happens when we die—who gets all my “stuff”? Where do I want to be buried? How do I make sure my wishes are followed? ...more

Steptoe & Johnson PLLC

FinCEN Finalizes New Residential Real Estate Reporting Rule

The U.S. Treasury Financial Crimes Enforcement Network (FinCEN) has finalized a new Residential Real Estate Rule (RRER) that requires the reporting of certain “non-financed” transfers of residential real estate where the...more

Davidoff Hutcher & Citron LLP

Protecting Your Personal Assets from Wage & Hour Liability

If you own and operate a restaurant in New York, your LLC or corporation does not protect your personal assets from wage and hour claims. This is the single most significant source of personal liability for restaurant owners...more

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