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
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
The Middle East is home to an estimated 528 family offices, which collectively manage an estimated US$500 billion in assets under management (which are expected to surpass US$1 trillion by 2030). As a number of traditional...more
Financial elder abuse is one of the least reported and misunderstood issues affecting families in California. Despite not always looking like theft, it often begins with small, seemingly innocuous shifts. Common patterns...more
From 6th April 2026, the inheritance tax landscape has shifted, making careful succession planning of even greater importance. What is the most significant of these changes? The answer to that is the reform of Agricultural...more
Minnesota lawmakers are advancing a significant tax proposal that would establish a first‑of‑its‑kind, state‑level wealth tax beginning in tax year 2026. House File 4616 (HF4616), authored by Rep. Aisha Gomez, would impose an...more
Philanthropic-minded individuals face changes to their charitable giving strategies as new tax provisions take effect in 2026. The One Big Beautiful Bill Act (OBBBA) introduces both opportunities and limitations that require...more
The Administration just released its proposed budget for Fiscal Year 2027. The Budget proposes to streamline IRS operations by reducing the agency’s budget to $9.8 billion – a $1.4 billion cut from current spending...more
Chris and Jason would never leave anything to chance. They ordered their movie tickets online in case the show sold out before they got to the theater. They always bought travel insurance, on the off chance their vacation...more
On March 9, 2026, the U.S. Department of Health and Human Services Office of Inspector General (OIG) issued an advisory opinion addressing whether a physician’s proposed transfer of ownership interests in an ambulatory...more
Host Candace Dellacona welcomes Christy Byrne Yates—author, psychologist, and former podcaster—to discuss her book, "Building a Legacy of Love: Thriving in the Sandwich Generation" and the realities of caring for aging...more
In Bernsen v. Allison, the settlor signed a new will in December of 2012 that left everything to his daughter and omitted the children from his deceased son. No. 14-22-00902-CV, 2025 Tex. App. LEXIS 5171 (Tex. App.—Houston...more
Estate planning is about family. Often, individuals opt to establish a trust to preserve and plan for the benefit of their spouse, children, and generations to come. Trusts are intended to create a plan for the inheritance of...more
“Gambit”: A calculated move, a stratagem. An example might be to buy a mineral interest with a long and complicated title history from the incarcerated son of a deceased parent and to bet on a court favoring your...more
Classic equity doctrine. By the 1940s, it was settled law that a funded revocable inter vivos trust with multiple beneficiaries was a true trust. See Nat’l Shawmut Bnk v. Joy, 53 N.E.2nd 113 (1944). It was not merely a failed...more
Family heirlooms, jewelry, artwork, and treasured household items often carry far more emotional value than financial worth. Because of this, when these items are not included in your estate plan, they easily become sources...more
On March 4, 2025, the US Court of Appeals for the Second Circuit in Estate of Kalikow v. Comm’r., 135 AFTR 2d 2025-831 (2d Cir. 2025), upheld the US Tax Court’s prior ruling in Estate of Kalikow v. Comm’r., T.C. Memo....more
Those of us living in the middle of the Sandwich Generation know that the role is rarely just about caretaking and logistics. It is about judgment, advocacy, and sometimes the uncomfortable responsibility of questioning what...more
Attorney Who Assisted Decedent in Signing Will Not Disqualified as Witness to Execution of Will - Matter of Nires, 241 A.D.3d 555 (2d Dep’t 2025) - If an attorney assists a client in signing his will, is that attorney...more
The Superior Court of Connecticut, applying Connecticut law, has held that the question of whether a professional liability policy’s prior knowledge exclusion barred coverage for a malpractice action is an issue for the trier...more
Associate Alabama Tax Tribunal Judge Ralph M. Clements, III, recently appointed by Gov. Kay Ivey, has hit the ground running and issued two well-reasoned rulings that nevertheless illustrate traps for unwary taxpayers and...more
In 2024, the New York Legislature enacted Real Property Law (“RPL”) § 424, which codified New York’s public policy in favor of transfer-on-death deeds that provide for real property to pass to beneficiaries named therein upon...more
Some people may assume that if they do not make a will, their assets will “automatically” go to their spouse or children. But Virginia’s intestacy laws do not always align with what families expect. Dying without a will,...more
There is a particular kind of anxiety that settles in when the financial news cycle becomes impossible to ignore. Markets swing. Policy proposals emerge that could reshape taxation overnight....more
Many people are familiar with so‑called “no contest” or in terrorem clauses—provisions in a will or trust that attempt to discourage lawsuits by threatening to cut off a beneficiary who challenges the document. While these...more
In Kuers v. Shore, defendant was the trustee of a trust from 2016 to 2017, and he was then removed. No. 01-24-00098-CV, 2025 Tex. App. LEXIS 6124 (Tex. App.—Houston [1st Dist.] August 14, 2025, no pet.)....more
The April 2026 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, which is 0.20% less than the March 2026 rate...more