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
Choosing a Trustee: Navigating the Complexities and Key Considerations
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences with Jennifer McEwen of Maynard Nexsen
Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024
A spousal lifetime access non-grantor trust (often referred to as a "SLANT") is an irrevocable trust structured to benefit the donor's spouse, while avoiding grantor trust treatment for income tax purposes. The structure is...more
As clients navigate major life transitions such as divorce, career changes, or starting new businesses, they need guidance that blends practical financial strategy with empathy and emotional awareness. While Artificial...more
Cross‑border marriages are becoming increasingly common, and so are the estate planning surprises that come with them. If at least one spouse is not a U.S. citizen, familiar tools like the unlimited marital deduction and...more
When it comes to estate planning, trusts are among the most versatile and powerful tools available. They allow you to manage your assets, protect your legacy, and provide for loved ones with clarity and control. ...more
If you reside in New Jersey (or have substantial ties to the state), estate planning isn’t just about wills, trusts or who gets Grandma’s china—it’s also about considering how taxes may erode what your loved ones receive....more
On December 17, 2025, Governor Kathy Hochul announced that a deal was reached with lawmakers to move forward with signing the Medical Aid in Dying Act into law. Hochul’s announcement paves the way for New York to join 12...more
If you are considering challenging a decedent’s last will and testament, this article will provide a general overview as to three potential challenges which can be levied against a decedent’s purported last will and...more
It has long been settled that one via a will may effectively “pour over” one’s real and personal property into an inter vivos trust. See §2.1.1 of Loring and Rounds: A Trustee’s Handbook (2026), the relevant portions of which...more
A recent WSJ article highlights a critical alert for beneficiaries who inherited traditional IRAs after 2019: the window to take distributions is limited and time-sensitive. Under the post-SECURE Act guidance from the...more
Welcome back to the Bar Exam Toolbox podcast! This episode of our "Listen and Learn" series explains the fundamentals of trust formation and administration, covering the requirements for creating both private and charitable...more
For a quarter of a century, the Venezuelan people have faced profound economic, social and institutional disruptions. For many high-net-worth families, these circumstances have meant not only the fragmentation of assets and...more
As the new year begins, Howard S. Krooks shares insights into one of the most challenging issues many families face: navigating the complexities of family caregiving and end-of-life financial planning. His perspective is...more
A recent Tax Court decision highlights a mistake we continue to see far too often: assuming estate tax filings can be handled later, fixed retroactively, or cleaned up with a request to the IRS....more
Serving as a fiduciary carries significant responsibility. Whether you are an executor, administrator or trustee, the role requires careful attention to legal, financial and administrative details, often at a time when...more
In recent decision (Teel v. Teel), the Virginia Court of Appeals agreed with a lower court's decision that Sue Anderson Teel lost her right to a share of her late husband Gene “Bull” Atkins Teel’s estate because she...more
The uncertainty at the start of 2025 as to the United States transfer (gift and estate) tax exemption has been resolved with the passage of the One Big Beautiful Bill Act (the “Act”) signed into law on July 4, 2025. The...more
This is the third of a four-part series focusing on estate planning for founders. In this installment, we will cover why an Intentionally Defective Grantor Trust (IDGT) may be an effective estate planning tool for founders. ...more
Assume wrongdoer procures title to a traceable portfolio of stocks by fraud, duress, or undue influence from rightful owner and then transfers title on to an innocent third party for nominal consideration, i.e. to a non-BFP....more
An executor who pays himself before the tax bill comes due may end up paying twice. In Estate of Spenlinhauer v. Commissioner, the U.S. Tax Court held that an executor–residuary beneficiary was personally liable as a...more
Each year, I revisit the most common estate planning missteps I see in my practice. These mistakes cost families time, money, and peace of mind. If you’ve been putting off your plan, consider this your annual nudge to take...more
As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2026 planning options. ...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Dean Blandino, Fox Sports NFL and College Football Rules Analyst and former VP of NFL Officiating. Dean shares his journey from...more
What Are Trump Accounts? The term “Trump Accounts” comes directly from the Notice, which instructs that these accounts be designated as such in a manner outlined by the Secretary. While initially it seemed the label might be...more
The Holiday Season as a Time for Reflection - As the year comes to a close, the holiday season offers a natural opportunity to reflect—not only on family and traditions, but also on important planning considerations that can...more
For many families, at-home DNA testing kits like 23andMe and Ancestry.com have provided fascinating insights into ancestry and genetic health. But for those of us practicing Elder Law and Estate Administration, they’ve also...more