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
Navigating Women's Health with Rachel Welch
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
Even the most carefully crafted estate plan can unravel if the wrong individuals are appointed to serve as executor or trustee. Executors and trustees are fiduciaries vested with broad authority to administer assets under...more
Nearly 60% of Americans rely on Medicaid at some point in their lives, and roughly 15% of non-institutionalized adults between the ages of 21-64 receive Supplemental Security Income (SSI) at any given moment. These programs...more
Most people know the proverb "shirtsleeves to shirtsleeves in three generations." It describes a cycle: The first generation builds wealth through hard work, the second enjoys it and the third squanders it, returning the...more
As the son of a former business owner, I understand how crucial it is to plan for the future, whether that be passing down your business or preparing for a transition. As a business owner, the decision of how to transfer your...more
On July 4, 2025, President Trump signed the "One Big Beautiful Bill" Act (OBBBA) introducing major changes affecting high-net-worth individuals, family businesses and family offices. The bill impacted a variety of tax areas,...more
Many young couples with a house, bank accounts and some retirement savings often assume all they need is "a super simple estate plan, nothing fancy." If only! Unfortunately, most new parents fail to consider the...more
Welcome to our monthly update on current legal issues for trustees of DB and hybrid pension schemes, designed to help you stay up to date with key developments between trustee meetings and to support the legal update item on...more
It is not common for federal circuit courts to rule on trust litigation, and it’s even less common for a federal circuit to analyze trust law outside of its jurisdiction. ...more
Christakos v. Boyadjis, 262 N.J. 447 (2026) - When does an attorney owe a non-client a duty of care? And when can that non-client bring forth an action for legal malpractice? Christakos v. Boyadjis, 262 N.J. 447 (2026),...more
The U.S. Department of Health and Human Services (HHS) Office of Inspector General (OIG) issued a favorable advisory opinion on March 4, 2026, with respect to proposed ownership transfers in a Medicare-certified ambulatory...more
The 2027 Edition of Loring and Rounds: A Trustee’s Handbook, due out in mid-December of 2026, is a work in progress. Chapter 10 is being repurposed to house a one-stop digest and compilation for trust scriveners of the...more
Estate disputes often arise when disappointed beneficiaries challenge the validity of a will based on alleged lack of capacity, undue influence, or suspicious circumstances. While some claims raise legitimate concerns that...more
What Is a Pour-Over Will? When people begin estate planning, they often think first about a simple will. While a will is an important document, it may not always provide the most efficient way to transfer assets after...more
For many business owners in New Jersey and Pennsylvania, the company you’ve built over the years represents far more than a line item on a balance sheet. It is often your life’s work, your retirement strategy, and the legacy...more
Host Candace Dellacona welcomes investigative journalist and author Chuck Whitlock to this episode of The Sandwich Generation Survival Guide to discuss caregiving, advocacy, and protecting seniors. Chuck shares how writing...more