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

Fraud in an Oil Deal Revealed after Nine Years

Gray Reed on

In the Estate of Larry Wayne Ewers is a reminder of a few guidelines for oil and gas investing:   Think twice before giving money to your scripture-spouting friend from church....more

Vaysman Legal

Options in Embryo Disposition

Vaysman Legal on

In turning to assisted reproductive technology to build their family, such as through in-vitro fertilization (IVF) or surrogacy, individuals are creating embryos, either with their own genetic material or with third party egg...more

Rivkin Radler LLP

New York Enacts Transfer-on-Death Deed Law

Rivkin Radler LLP on

On April 20, 2024, New York State adopted legislation that allows for so-called transfer-on-death (TOD) deeds as part of its Fiscal Year 2025 Executive Budget. The TOD Deed Law, which takes effect on July 19, 2024, will be...more

Charles E. Rounds, Jr. - Suffolk University...

When the parties to a trust relationship, as well as its subject property, are located in different states, which state’s law...

Consider the following situation. Settlor owns a thousand acres of land in a domestic-asset- protection haven (DAPT state). While he is alive, he transfers in trust the land to a corporate trustee that does business...more

Amundsen Davis LLC

Estate Planning for Young Adults: Essential Documents as Your Child Heads to College

Amundsen Davis LLC on

As your child approaches their milestone 18th birthday, it's crucial to understand the changes and responsibilities that accompany reaching the age of majority in the eyes of the law. This moment marks their transition into...more

Mitchell, Williams, Selig, Gates & Woodyard,...

SOS - We're flying to Europe in two hours and don't have an estate plan!

Most attorneys who work in the estate planning field have received a panicky, last-minute call from a client or potential client who is about to go overseas on a big trip (generally, the vacation of a lifetime). The anxiety,...more

DarrowEverett LLP

Maximizing QSBS Benefits with Estate Planning: The Art of Stacking

DarrowEverett LLP on

The number of taxpayers seeking the benefits of Qualified Small Business Stock (“QSBS”) has picked up steam in recent years, particularly since the Tax Cuts and Jobs Act (“TCJA”) lowered the federal corporate tax rates to...more

Kaufman & Canoles

Court of Appeals of Virginia Holds Plaintiff Who Did Not Seek Reimbursement in its Partition Complaint

Kaufman & Canoles on

On Tuesday, in Lehmann v. WFV Holdings, LLC, Record No. 0201-23-2 (Ct. App. Va. May 14, 2024), available here, the Court of Appeals of Virginia reversed a decision from the Circuit Court of Amelia County, holding that because...more

Conyers

Ready, Jet, Go!

Conyers on

Despite mounting environmental concerns and political pressure around the use of private jets, the private aviation sector continues to experience strong growth, particularly in the Middle East and Asia. With increasing...more

Kilpatrick

Death, Taxes, and the Sale of Business Interests

Kilpatrick on

Introduction: What is Estate Tax and Who Has to Pay? Over 200 years have passed since Benjamin Franklin famously wrote, “in this world, nothing can be said to be certain, except for death and taxes.” This sentiment still...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 5: Estate Planning and the M&A Process

Blank Rome LLP on

Once the business owner is ready to sell the business, there will be considerable time and energy focused on that goal. The client may engage an investment banker or business broker to assist in the sale, along with dedicated...more

Goulston & Storrs PC

Surrogate’s Court Orders DNA Testing to Verify Claim to Be Decedent’s Biological Child

Goulston & Storrs PC on

Can a person claiming to be the decedent’s biological child out of wedlock obtain a court order directing DNA testing of the decedent’s acknowledged children, in order to verify her claim?  In Matter of Estate of McGuire, 203...more

Goulston & Storrs PC

SJC Finds Words of Survivorship Sufficient to Avoid Anti-Lapse Statute

Goulston & Storrs PC on

Does the phrase “if they survive me” demonstrate a testator’s intent to avoid the Massachusetts Uniform Probate Code (“MUPC”) anti-lapse statute, Massachusetts General Laws Chapter 190B § 2-603? The Massachusetts Supreme...more

Woodruff Sawyer

The Impact of Current Trends on Investment Firm Risk Management

Woodruff Sawyer on

Looking ahead at the investment advisory industry, three trends stand out: an increase in the number of investment advisors, expansion of investment firm services, and a growing population of trust clients. In this...more

McNees Wallace & Nurick LLC

Franklin and Fulton Counties Enact a New Local Rule Requiring a Guardianship Acknowledgment Form and Rescind Other Local Rules

On April 17, 2024, President Judge Shawn D. Meyers signed an Order adopting a new Local Rule for Franklin and Fulton counties, which is codified at 39th Jud.Dist.O.C. Rule 14.8.1. This new Local Rule requires the completion...more

Baker Donelson

Florida Court Reverses Desbrunes Decision Based on Homestead Status

Baker Donelson on

Florida's Fourth District Court of Appeal issued on May 8, 2024, its much-anticipated new opinion on the lender's motion for rehearing in Ronald Desbrunes v. U.S. Bank National Association, as Trustee, which affirms the final...more

Jackson Lewis P.C.

The Importance of Whistleblower Protection and Wellbeing in the Age of Mental Health Awareness

Jackson Lewis P.C. on

There are countless examples in recent news highlighting the potential for far-reaching consequences when wrongdoing goes unchecked, and when whistleblowers face unbridled public scrutiny. Safety hazards could result in...more

Farrell Fritz, P.C.

Creative Writing: Reforming Wills And Trusts To Achieve Settlements

Farrell Fritz, P.C. on

When reforming a will or trust, the Surrogate’s Court “changes the language of the will [or trust instrument] itself by the addition or deletion of words in an attempt to conform [the instrument] to the decedent’s intent”...more

Rivkin Radler LLP

Estate Planning for Families with Children Who Have Special Needs

Rivkin Radler LLP on

A supplemental needs trust (SNT) is an important estate planning tool for those with a special needs child. It ensures that your special needs child is taken care of after you are gone. Unlike other types of trusts, assets...more

Chambliss, Bahner & Stophel, P.C.

Supplemental vs. Special Needs Trusts: Any Difference?

Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The simple answer is that there’s no difference. Whether supplemental or special, these trusts serve the...more

Lasher Holzapfel Sperry & Ebberson PLLC

Estate Planning for the Modern Global Family

Estate planning tends to be a topic that overwhelms most people. It can be further complicated for modern-day global families whose lives include international nuances. For example, when one spouse is not a U.S. citizen,...more

Blank Rome LLP

Estate Planning for the Business Owner Series, Part 4: Document the Transfer

Blank Rome LLP on

Once a business owner has an understanding of the value of the business and the tax and cash flow impacts of the transfer, the next step is to document the transfer. This may be done by the client’s separate business legal...more

Mandelbaum Barrett PC

Navigating Probate Litigation in New York: A Comprehensive Guide

Mandelbaum Barrett PC on

Probate litigation can be a complicated and emotionally taxing process, especially in a state like New York known for its stringent probate laws. When disputes arise over the distribution of assets or the validity of a will,...more

Conn Kavanaugh

Documents Your Children Need to Sign When They Turn 18

Conn Kavanaugh on

It’s an exciting moment when your children turn 18 and become adults. They might leave home, go to college, travel by themselves, or they might get a new job in a new place. Now, they need to make their own decisions. And as...more

Chambliss, Bahner & Stophel, P.C.

Navigating the Driving Dilemma: Strategies for Caregivers of Loved Ones With Dementia

While facilitating a monthly circle of support for caregivers, I’ve noticed one of the most distressing issues they face is the “driving dilemma,” meaning their loved one who has been diagnosed with dementia continues to...more

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Updated: Dec 28, 2021:

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Privacy Officer
JD Supra, LLC
150 Harbor Drive, #2760
Sausalito, CA 94965

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Privacy Officer
JD Supra, LLC
150 Harbor Drive, #2760
Sausalito, CA 94965

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Updates to This Policy

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