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Read Wills, Trusts, & Estate Planning updates, articles, and legal commentary from leading lawyers and law firms:
Freeman Law

The King of Pop, Michael Jackson’s, Estate Wins Big at Tax Court

Freeman Law on

Two things are virtually certain in life: death and taxes. But, one more should be added to the list where the two converge—an IRS audit. Indeed, this scenario played out all too well for the “King of Pop,” Michael...more

Burns & Levinson LLP

When Do You Need a Lawyer? Understanding Fiduciary Litigation

Burns & Levinson LLP on

We have previously discussed the different types of litigation, but when do you need to hire a lawyer? There are many reasons to hire a lawyer, and below are the top five reasons to hire a lawyer who specializes in fiduciary...more

Charles E. Rounds, Jr.

Some non-US trust jurisdictions may not recognize the revocable inter vivos trust

Charles E. Rounds, Jr. on

A note of caution: Not all trust jurisdictions have been receptive to the concept of a “revocable” inter vivos trust: “For example, trusts with assets and objects totally under the control of the settlor until death or...more

Goulston & Storrs PC

Coming Attractions: Potential Individual Income & Transfer Tax Changes Under the New Administration

Goulston & Storrs PC on

On April 28, 2021, in an address to a Joint Session of Congress and a Fact Sheet published by the White House, President Biden introduced the “American Families Plan,” the President’s plan for spending and a series of tax...more

Bowditch & Dewey

What Happens if I Die Without a Valid Will in Massachusetts?

Bowditch & Dewey on

During this pandemic, a question that often arises with new and prospective clients is, “What will happen if I die without a will?” The short answer is this: if you die without a valid will, Massachusetts estate law will...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] An Executor’s Guide to Administering an Estate - May 25th, 12:00 pm - 12:30 pm ET

The executor position is an important but often misunderstood role. In this webinar on estate administration, Whitney O’Reilly will detail an executor’s duties, from locating the deceased’s will to making the final...more

Adler Pollock & Sheehan P.C.

Family Advancement Sustainability Trust: A Flexible Trust That Can Achieve Many Estate Planning Goals

While, ultimately, you create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting your assets from creditors’ claims, you should also consider “softer,” yet equally critical,...more

Downey Brand LLP

Britney Spears and “Marla Grayson” May Propel Tightened Oversight Over California Conservators

Downey Brand LLP on

When a California probate court establishes a conservatorship, the conservator is charged with managing the conservatee’s person and/or estate in the conservatee’s best interests. The large majority of professional...more

Ruder Ware

4 Reasons You Need a Custom Financial Power of Attorney for Medicaid Planning

Ruder Ware on

We all want to save time and money when possible. So, when I am asked if the standard Wisconsin power of attorney for finances is sufficient, I understand the motivation to put a crucial document in place quickly and...more

Rivkin Radler LLP

“Earth To Earth”: Real Estate, Death And Biden’s Tax Proposals

Rivkin Radler LLP on

Go After Real Estate? During the 2020 presidential campaign, there was one segment of the “rich” for which then-candidate Biden seemed to have reserved some of his harshest criticism – wealthy real estate investors....more

Whitman Legal Solutions, LLC

American Families Plan and Real Estate Investments–Stepped-up Basis

This article part of a series discussing how the American Families Plan might affect real estate investments. A previous article discussed how the American Families Plan proposes to change how long-term capital gains and...more

Shutts & Bowen LLP

Written Disclosure Requirements for Attorney Fees in Trust and Estate Administrations

Shutts & Bowen LLP on

House Bill 625 (2021), sponsored by Representative Clay Yarborough, R–Jacksonville, amends Sections 733.6167 and 736.1007 of the Florida Statutes to provide that if an attorney intends to charge a fee for an estate or initial...more

Chambliss, Bahner & Stophel, P.C.

Medicaid Recipients Have a Little More Time to Spend Down Their Stimulus Money

The one-year deadline for nursing home residents on Medicaid to spend down their first round of stimulus checks is here, but they may have a little extra time. In March 2020, the Coronavirus Aid, Relief, and Economic...more

Winstead PC

Court Properly Admitted A Will To Probate Where The Evidence Did Not Establish Mental Incompetence Or Undue Influence As A Matter...

Winstead PC on

In Neal v. Neal, the decedent died leaving three sons. No. 01-19-00427-CV, 2021 Tex. App. LEXIS 2051 (Tex. App.—Houston [1st Dist.] March 18, 2021, no pet. history)....more

Chambliss, Bahner & Stophel, P.C.

Senators Propose Sweeping Changes to the Taxation of Estates and Inherited Gains

Vermont senator Bernie Sanders (D) has introduced legislation that would require more estates to pay estate tax and that raises the amounts they would pay. Another proposed law would eliminate the step-up in basis that...more

Proskauer - Tax Talks

Tax Provisions of the American Families Plan

Proskauer - Tax Talks on

On Wednesday, April 28th, the White House announced the American Families Plan, the “human capital” infrastructure proposal. The American Families Plan would spend $1.8 trillion, including $800 billion in tax cuts over ten...more

Chambliss, Bahner & Stophel, P.C.

Pandemic Pets and Pet Companionship: Seven Benefits/Considerations for Care Coordination and Estate Planning

When my kids started to feel isolated and bored spending so much time at home due to the pandemic, we volunteered to be foster parents for a sweet four-week old kitty, Marigold. She was a fuzzball so tiny that I could hold...more

Skadden, Arps, Slate, Meagher & Flom LLP

Increased Funding Would Support IRS Drive To Audit More Partnerships and Wealthy Individuals

More — and more rigorous — IRS examinations are coming. The Biden administration is committed to closing the “tax gap” (the difference between taxes owed and taxes actually paid on time). Increased enforcement efforts are...more

Jaburg Wilk

How to Probate-Proof your LLC Interest

Jaburg Wilk on

Whether I’m working on a business transaction or assisting business owners with their estate planning, I always look at how the ownership of the LLC is structured. While many business owners have set up a revocable living...more

McGuireWoods LLP

Recent Cases of Interest to Fiduciaries - May 2021

McGuireWoods LLP on

In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the law concerning various topics are examined through the following: In...more

White and Williams LLP

The Powerful Power of Attorney: Changes Coming in New York State

Small but significant changes are coming soon to the New York State statutory power of attorney form effective June 13, 2021. By legislation passed on December 13, 2020 and signed into law by Governor Andrew Cuomo, all powers...more

Levenfeld Pearlstein, LLC

Insurance. Insurance Trusts. Insurance Trusts NOW.

“Insurance.” The word itself evokes different reactions. The range of emotions expands when we mention “life insurance.” And if we add, trust – “life insurance trust” – you may just stop reading. But don’t. Now is exactly the...more

Foster Swift Collins & Smith

How Should We Celebrate Elder Law Month?

With 2020 in the rear view mirror and 2021 well underway, the COVID-19 pandemic continues to generate urgency for elder law planning for those most at risk. May is National Elder Law Month which allows the opportunity to...more

Davis Wright Tremaine LLP

No Time Like the Present: Estate Planning Strategies for Potential Changes in 2021 and Beyond

The Estate Planning Team at Davis Wright Tremaine LLP issues advisories regularly to communicate important law changes and other matters of interest to our clients, their advisors, and our friends. The 2020 presidential...more

Patton Sullivan Brodehl LLP

Deeds of Trust and Community Property

A deed of trust beneficiary usually feels pretty confident with the validity of the deed as long as it is signed by an owner of the property. But when the property constitutes community property of a married couple, is...more

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Updated: Apr 27, 2021:

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Privacy Officer
JD Supra, LLC
10 Liberty Ship Way, Suite 300
Sausalito, California 94965

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Privacy Officer
JD Supra, LLC
10 Liberty Ship Way, Suite 300
Sausalito, California 94965

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Changes in Our Privacy Policy

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Updates to This Policy

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Contacting JD Supra

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