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
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
Governor Andy Beshear recently signed Senate Bill 50 into law, ushering in one of the most significant updates to Kentucky inheritance and estate administration laws in recent years. Effective July 2026, the legislation...more
Major changes to inheritance tax (IHT) are on the way. From 6 April 2027, most death benefits paid by registered pension schemes will be treated as part of the deceased member’s estate for IHT purposes. This applies whether...more
Qualified Small Business Stock, or QSBS, remains one of the most valuable tax incentives available to founders, early employees and startup investors. Under Section 1202, eligible taxpayers may exclude a significant amount of...more
New York State’s legislature is poised to approve a new annual tax on second homes in New York City valued at over $5 million, with the tax expected to take effect on July 1, 2026, and generate approximately $500 million in...more
Minnesota’s 2026 legislative session concluded without passage of House File 4616 (HF 4616), the high‑profile proposal that would have created the nation’s first state‑level annual wealth tax. Although the bill advanced far...more
Most people are familiar with the concept of inheriting property under a deceased person’s will. As a general matter, if there is a specific bequest of property under a will, the executor is obligated to make the conveyance...more
Many in the wine industry are part of a legacy, or hope to create one, where properties and business interests are ultimately passed down to the next generation and beyond. While many plan to pass these long-term assets along...more
A recent lawsuit seeking to clarify the extent of an advisor’s privileges with respect to a donor-advised fund (DAF) has been filed in the U.S. District Court for the District of Colorado. In Peterson v. WaterStone, a DAF...more
On May 12, 2026, a Bill entitled the “Fair Trusts for Fiscal Responsibility Act” was introduced in the Senate by Sen. Patty Murray and co-led by Sen. Ron Wyden. The proposed legislation would impose an annual “withholding...more
Effective estate planning involves a careful consideration of assets and their distribution to ensure intended beneficiaries experience a seamless transfer of assets when the time comes. Understanding the difference between...more
In the high-stakes arena of trust and estate mediations, disputes often masquerade as cold financial disagreements over an investment decision, asset valuation, or fiduciary accounting....more