Gray Monster Takeover: Essential Estate Planning Tips for the Sandwich Generation with Candace Dellacona
Parenting Pitfalls and Practical Solutions with Dr. Ann-Louise Lockhart
Dealing with Loss: Understanding Your Estate Planning Steps
Podcast - Anatomía de un protocolo de familia
Managing Complex Parent-Child Relationships with Karen Shepard
Art, Auctions, and Advocacy: A Conversation with Bonnie Brennan
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
For most business owners, succession planning for their business involves preparing the company for transfer, determining its value, and identifying a buyer or recipient (third-party, internal, family), often to maximize...more
For mission-driven founders, embedding purpose into a company’s DNA is a priority. However, the right approach depends on a variety of factors, including stage, resources and investor expectations....more
You asked. We answered. Gray Monster’s Kim Elliott takes over The Sandwich Generation Survival Guide to bring real, unfiltered answers to your most pressing questions. She puts host Candace Dellacona in the hot seat, where...more
Virginia’s 2026 legislative session introduces several impactful changes for financial institutions, with key provisions taking effect July 1, 2026. The updates focus on garnishments, mortgage servicing, and debt collection...more
A brief introduction from the author: My name is Sage Shaheen and I am a summer associate here at Pierce Atwood. I am a rising 2L at Vermont Law School and, as a long-time reader of the Maine Appeals blog (before ever setting...more
Medicaid is an essential source of health coverage for millions of Americans, but it is also widely misunderstood. Misconceptions about who qualifies, what services are covered, and how Medicaid affects personal assets can...more
In Marshall v. Marshall, the Marshall Grandchildren’s Trust (“Trust”) was established in 1987 for Preston Marshall’s benefit, with his parents Elaine and E. Pierce Marshall as trustees. No. 14-23-00276-CV, 2025 Tex. App....more
One of the most common questions I receive from clients is whether they need a trust as part of their estate plan. The answer is not always straightforward....more
The Texas Supreme Court recently granted the petition for review in the Estate of Charles Edward Long, No. 25-0601. This case deals with a will that provided for bequests to the testator’s daughter and his brothers’ trusts....more
The administration and distribution of an estate does not necessarily bring creditor issues to an end. New Jersey law establishes a detailed framework governing creditor claims against estates, and fiduciaries and...more
A Transformational Planning Tool for Disability Financial Independence - The Achieving a Better Life Experience (ABLE) account, authorized under Internal Revenue Code § 529A, represents one of the most significant...more
An increasing number of our clients, particularly professional athletes, public figures, and other high-profile, high-net-worth individuals, are expressing heightened concerns regarding privacy, asset protection, and exposure...more
On June 4, 2026, a division of the Colorado Court of Appeals held that a medical durable power of attorney (MDPOA) does not, by itself, give an agent authority to sign a binding arbitration agreement on behalf of the...more
When your divorce proceedings have concluded and judgment has entered, it is important to remember that there is a post-divorce to-do list. In addition to ensuring that you are in compliance with all obligations included in...more
The termination or liquidation of a private foundation is generally governed by Internal Revenue Code section 507, applicable state law, and the governing documents of the private foundation....more
Equity not the law is the jurisprudential context. Assume trustee without authority self-deals with trust estate. Absent an applicable statute of limitations, laches doctrine governs whether the dilatory beneficiary is...more
As the Millennial generation begins to enter middle age, there have been several recent articles that discuss the great wealth transfer that will be occurring in the next few years when the baby boomer generation passes their...more
When you create an estate plan, it reflects your goals and wishes at that moment in time. Undoubtedly, life brings changes, and your estate plan should evolve with it....more
When undertaking estate planning, many rightly focus on the importance of preserving their legacy and protecting their loved ones after death. While these are important concerns when creating an estate plan, the lifetime...more
Losing a loved one is one of life’s most difficult moments. When that person also left behind no will, the grief quickly becomes complicated by legal questions that feel urgent and unfamiliar. What happens to the house? Who...more
The tightening of the UK tax treatment of trusts and rising UK corporation tax rates, combined with other socio-economic influences, have led to an increased interest in family investment companies (FICs), a more flexible...more
Serving as an executor (when there is a will) or an administrator (when there is no will) is a position of trust. In a prior post, we described how Virginia law imposes fiduciary duties on these individuals to protect the...more
It is the most natural estate plan anyone can think of. You sit down with your spouse and agree: “If I go first, you get everything. When you go, the kids split what is left.” It’s simple, it’s fair, and it reflects your...more
Even the best estate plans can leave an unintended gap. For parents of minor children, that gap may arise between a parent’s death or incapacity and the court’s formal appointment of a guardian....more
Season 4 of The Sandwich Generation Survival Guide continues with an extraordinary conversation with nationally recognized pediatric psychologist, parent coach, and bestselling author Dr. Ann-Louise Lockhart. Known for her...more