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
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
Thoughtful estate planning is essential for artists seeking to ensure the long‑term preservation, management, and presentation of their lifelong work....more
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
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
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
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
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
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
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...more
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
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
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
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
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
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
Beginning March 1, 2026, certain non-financed transfers of residential real estate to legal entities and trusts will trigger new federal reporting requirements. Federal authorities have long been concerned that bad actors use...more
In In re Est. Living Trust U/A Dated December 2023, the court addressed whether a trustee may appear pro se in litigation on behalf of a trust. No. 14-25-00521-CV, 2025 Tex. App. LEXIS 4958 (Tex. App.—Houston [14th Dist.]...more
A perennial tension in trust law concerns the extent to which trustees may accede to a settlor's wishes to maintain secrecy over the existence of a trust and its beneficial class. This article considers the position of...more
In In re Estate of Bird, Jimmy and Ada were married for almost 70 years and operated a family ranch together. No. 07-24-00184-CV, 2025 Tex. App. LEXIS 4535 (Tex. App.—Amarillo June 26, 2025, no pet.)....more
New federal reporting requirements affecting residential real estate transactions take effect March 1. FinCEN’s new Residential Real Estate Rule reaches far beyond traditional home purchases and will impact a broad range of...more
Tune into the latest episode of The Sandwich Generation Survival Guide as host Candace Dellacona speaks with Sheri Biller (of The Sheri and Les Biller Foundation) and Anneliese Barron (Executive Director of Bradley Cooper’s...more
After a divorce, most people assume that updating their benefits is as simple as sending a quick message to HR. A recent federal appeals court decision demonstrates just how costly that assumption can be and why working with...more
A trust is a legal arrangement which distinguishes between the legal and beneficial ownership of property. Legal ownership is transferred to a trustee who manages and administers the property for the benefit of the...more
The High Court in Khanna v Khanna [2025] EWHC 3278 (Ch) dismissed the First Defendant’s application to set aside an order for service by alternative means (i.e., email) in India (the “Order”) and his application for...more
When an original will cannot be found after death, families often fear that the will‑maker must have destroyed it and revoked their estate plan. Although this assumption is common, British Columbia law does not treat a...more
Advisory: This posting assumes knowledge of the difference between a power of attorney and a power of appointment. A legally incompetent trust-settlor cannot exercise a reserved right of amendment or revocation. Recall that...more