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
Bar Exam Toolbox Podcast Episode 336: Listen and Learn -- Will Formation and Execution
Preserving Culture and Building Legacy with Genice Lee
Balancing Your Estate for Harmony
Embracing Family Through Adoption with Michele Katz
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
Realtors are now on the front lines of enhanced anti-money laundering oversight in the residential real estate market. The Financial Crimes Enforcement Network (FinCEN) has implemented new reporting requirements that expand...more
In this episode of Splitting Heirs, partners Beth Shapiro Kaufman, National Chair of Private Client Services and Trusts and Estates Chair, and Kristin V. Taylor join host Warren K. Racusin to discuss the One Big Beautiful...more
In In the Estate of Wheatfall, after Hugh Wheatfall died in 2018, Isaiah Wheatfall filed for letters of administration in February 2019, claiming intestacy, and Theresa DeBose filed to probate a 2009 will one week later. No....more
In Litoff v. Case, a beneficiary sued a trustee regarding a trust modification claim and a claim for an accounting. No. 03-24-00400-CV, 2025 Tex. App. LEXIS 3645 (Tex. App.—Austin May 29, 2025, no pet.). The trial court had...more
Caring for aging parents often means managing their money, too. On this episode of The Sandwich Generation Survival Guide, Candace Dellacona talks with Beth Pinsker—CFP, MarketWatch columnist, and author of ‘My Mother’s...more
Families often confuse the roles of an Agent under a Power of Attorney and an Executor or Administrator of an Estate. Understanding the distinction is essential to minimizing disputes and ensuring proper estate management....more
Most business owners spend their time focused on the operation of their business, and the next steps in its growth. How can we exceed revenue targets, improve market share, hire the right people, reduce operational costs,...more
Being named a trustee in California is an honor that carries serious legal responsibilities because your actions determine whether families experience smooth trust administration or costly litigation. Understanding your...more
When was the last time you checked your beneficiary designations? Imagine spending years building your savings and crafting an estate plan, only to have your assets pass to the wrong person. Often, individuals think that once...more
When DNA Tests Meet Estate Plans: Surprise Heirs and the Legal Fallout - For many families, at-home DNA testing kits like 23andMe and Ancestry.com have provided fascinating insights into ancestry and genetic health. But...more
Timely insights into the latest developments in wealth transfer, estate administration, trust planning, and estate tax portability. Join the Williams Mullen Private Client & Fiduciary Services team for our 17th Annual...more
A recent decision from the US Court of Appeals for the Seventh Circuit involving the retirement plan account of a deceased participant usefully illustrates the importance of following plan procedures when updating beneficiary...more
Key Takeaways - As set forth in alerts and advisories from the Financial Crimes Enforcement Network (FinCEN), illicit actors intent on laundering funds through residential real property often use legal entities and trusts...more
One of the most common estate-planning mistakes has nothing to do with wills or trusts. It happens quietly through joint accounts and beneficiary designations that people set up years earlier and forget about....more
When a person manipulates someone into changing their will, what’s a family member who finds themselves cut out of an inheritance to do? The answer has played out in courtrooms for hundreds of years and increasingly in...more
If you are a professional, entrepreneur, investor, or family steward with meaningful personal assets, a well‑crafted Domestic Asset Protection Trust (DAPT) can help you proactively shield wealth from lawsuits, creditor...more
In a year rich with meaningful content from the Cayman Islands office, the pieces that captured our readers’ attention most came from our Regulatory & Risk Advisory, Private Client & Trust, Corporate, and Litigation &...more
Growing a restaurant group in New York isn’t just about finding the next great location or perfecting your menu. It’s about building a legal foundation that protects what you’ve already built while giving you room to grow....more
On this episode of The Sandwich Generation Survival Guide, host Candace Dellacona sits down with Dr. Theresa Lyons—a Yale-educated scientist and founder of Navigating AWEtism—to talk candidly about raising a child with autism...more
On January 14, 2026, Complementary Law 227 (“CL 227/2026” or the “Complementary Law”) was published, containing the additional regulation of the Tax Reform on Consumption. In summary, L 227/2026 sets forth rules on the...more
Private clients investing in US-situs assets, such as interests in US real property or stock of a US corporation, take particular care to ensure that their investments are structured in a tax-efficient manner. For many...more
Two recent decisions from the British Columbia Court of Appeal, Kroeger v. Bush Estate, 2026 BCCA 16, and Lewis v. Jack, 2026 BCCA 18, provide timely guidance on two recurring pressure points in estate law: the validity of a...more
Both corporate legal work and estate planning may play key roles, but different ones, in the long-term success of construction and real estate companies. Originally published in the Oregon Daily Journal of Commerce -...more
For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next generation that minimizes gift and estate taxes. Two of the most powerful tools in...more