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
Autism. Science. Hope.
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
After a person passes away, a decedent’s survivors oftentimes attempt to access the decedent’s electronic communications. Whether motivated by mere curiosity or a desire to better understand the circumstances that led to a...more
Welcome to your weekly update from the A&O Shearman Pensions team, covering all the latest legal and regulatory developments in the world of workplace pensions. SUMMARY - • HMRC provides more detail on applying...more
Life is often unfair. That is the reality that most of us have come to realize as we age. While we would hope that we will be treated fairly by a loved one in their last will and testament, there is no guarantee, however,...more
The dissolution of a marriage is not only a significant life event emotionally — it also has a substantial impact on an estate plan. While there may be a sense of relief once a final decree is entered, important steps remain...more
Much has been written about IRC Section 1202. Section 1202 affords non-C corporation taxpayers who sell a corporation’s qualified small business stock (“QSBS” or “1202 Stock”) issued after July 4, 2025 (and who satisfied the...more
Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, and estate tax planning, valuation becomes a...more
Do it yourself (DIY) wills and trusts generated from commercial outfits, artificial intelligence (AI), and other similar platforms might save costs upfront, but can lead to costly disputes for your loved ones after your...more
When it comes to inheritance, the UAE uses a mix of civil law and, in some cases, Sharia law. Religion, nationality, and whether a valid will has been registered are all things that affect what law applies....more
The lawyer-agent owes an equity-based fiduciary duty of undivided loyalty to the client-principal. Incidents of that overarching duty are the sub-duties of confidentiality and full disclosure. Assume a lawyer proposes to...more
Host Caryn Keppler, a trust and estates attorney with Offit Kurman, welcomes Bonnie Brennan, Chief Executive Officer of Christie’s, for an in-depth conversation exploring the intersection of art, law, collecting, and legacy. ...more
So, you need to file a Medicaid application to secure Medicaid benefits for someone who is incapacitated or incompetent – someone who, due to mental and/or physical impairments, lacks sufficient understanding or capacity to...more
With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30 million for married couples). That can make...more
In In re Est. of Lopez, Guadalupe Lopez, Jr. applied for independent administration and heirship determination after his father’s death. 724 S.W.3d 847 (Tex. 2025)....more
In Shaw v. Simpson, Sarah Shaw inherited her husband Shad’s business interests after his intestate death in 2018. No. 13-23-00549-CV, 2025 Tex. App. LEXIS 8545 (Tex. App.—Corpus Christi November 6, 2025, no pet.)....more
A recent decision from the Virginia Court of Appeals significantly limits the protections available to lenders and other third parties who rely in good faith on a power of attorney. ...more
In most cases it is advisable to have a Jersey Will to cover investments held in Jersey, as this allows personal representatives to gather and realise or distribute assets more quickly. While a fast-track process can...more
Carolyn Daly and Lisa Roskos will be presenting along with Dr. Susan Bernstein of Divorce Coach Plus and Elizabeth McKenna of Merrill Lynch in an upcoming webinar, Special Needs Divorce: How a Collaborative Team Helps...more
When a loved one passes away, families are often faced with not only emotional challenges but also legal responsibilities. One of the most common processes they encounter is probate. Understanding probate can help families...more
Inter vivos gifts – property transfers made during a person’s lifetime – are often intended to simplify estate administration, avoid probate, or provide immediate help to loved ones. In practice, however, lifetime transfers...more
When most people think about creating a trust, they picture a complicated set of documents full of legal jargon. But at its core, a trust is much simpler than that. It is a legal arrangement built on a relationship,...more
When Jane Doe died, her family assumed everything was in order. She had always been organized. She talked openly about “having her papers done.” Her three children gathered a few days after the funeral, expecting a...more
The so-called 2026 Billionaire Tax Act is a California ballot initiative that has been filed to appear on the November 2026 ballot. If approved by California voters, the initiative would generally impose a one-time tax of 5%...more
Host Candace Dellacona welcomes acclaimed writer Lisa McCarty for a powerful conversation on caregiving, resilience, and the courage to tell deeply personal stories. McCarty reflects on her essays that resonated with...more
Section 1202 of the Internal Revenue Code provides one of the most valuable tax benefits available to entrepreneurs and investors who own qualified small business stock (QSBS). Subject to certain limitations, Section 1202...more
The legislative framework in the UAE that regulates family and personal status matters has undergone a substantial transformation, transitioning to a more sophisticated and inclusive system. This transformation is anchored by...more