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
Bar Exam Toolbox Podcast Episode 326: Listen and Learn -- Intestate Distribution (Wills and Trusts)
The Journey to Better Healthcare with Ben Kruger
College Financial Planning with Jack Wang
The Impact of One Big Beautiful Bill on Estate Planning
Piloting Compassion in Caregiving with Jonathan Knaul
Empowerment Through Hero Generation with Nicole a`Beckett and Dr. Shruti Roy
Choosing a Trustee: Navigating the Complexities and Key Considerations
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences with Jennifer McEwen of Maynard Nexsen
Being named a trustee in California is an honor that carries serious legal responsibilities because your actions determine whether families experience smooth trust administration or costly litigation. Understanding your...more
When was the last time you checked your beneficiary designations? Imagine spending years building your savings and crafting an estate plan, only to have your assets pass to the wrong person. Often, individuals think that once...more
When DNA Tests Meet Estate Plans: Surprise Heirs and the Legal Fallout - For many families, at-home DNA testing kits like 23andMe and Ancestry.com have provided fascinating insights into ancestry and genetic health. But...more
Timely insights into the latest developments in wealth transfer, estate administration, trust planning, and estate tax portability. Join the Williams Mullen Private Client & Fiduciary Services team for our 17th Annual...more
A recent decision from the US Court of Appeals for the Seventh Circuit involving the retirement plan account of a deceased participant usefully illustrates the importance of following plan procedures when updating beneficiary...more
Key Takeaways - As set forth in alerts and advisories from the Financial Crimes Enforcement Network (FinCEN), illicit actors intent on laundering funds through residential real property often use legal entities and trusts...more
One of the most common estate-planning mistakes has nothing to do with wills or trusts. It happens quietly through joint accounts and beneficiary designations that people set up years earlier and forget about....more
When a person manipulates someone into changing their will, what’s a family member who finds themselves cut out of an inheritance to do? The answer has played out in courtrooms for hundreds of years and increasingly in...more
If you are a professional, entrepreneur, investor, or family steward with meaningful personal assets, a well‑crafted Domestic Asset Protection Trust (DAPT) can help you proactively shield wealth from lawsuits, creditor...more
In a year rich with meaningful content from the Cayman Islands office, the pieces that captured our readers’ attention most came from our Regulatory & Risk Advisory, Private Client & Trust, Corporate, and Litigation &...more
Growing a restaurant group in New York isn’t just about finding the next great location or perfecting your menu. It’s about building a legal foundation that protects what you’ve already built while giving you room to grow....more
On this episode of The Sandwich Generation Survival Guide, host Candace Dellacona sits down with Dr. Theresa Lyons—a Yale-educated scientist and founder of Navigating AWEtism—to talk candidly about raising a child with autism...more
On January 14, 2026, Complementary Law 227 (“CL 227/2026” or the “Complementary Law”) was published, containing the additional regulation of the Tax Reform on Consumption. In summary, L 227/2026 sets forth rules on the...more
Private clients investing in US-situs assets, such as interests in US real property or stock of a US corporation, take particular care to ensure that their investments are structured in a tax-efficient manner. For many...more
Two recent decisions from the British Columbia Court of Appeal, Kroeger v. Bush Estate, 2026 BCCA 16, and Lewis v. Jack, 2026 BCCA 18, provide timely guidance on two recurring pressure points in estate law: the validity of a...more
Both corporate legal work and estate planning may play key roles, but different ones, in the long-term success of construction and real estate companies. Originally published in the Oregon Daily Journal of Commerce -...more
For many years, certain trusts have proven exceptionally effective for wealthy individuals and to transfer some of their assets to the next generation that minimizes gift and estate taxes. Two of the most powerful tools in...more
As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger generations over the next two decades, family business owners face critical decisions regarding business...more
Revocable trusts are often the centerpiece of a client’s estate plan for the many benefits that they provide. Revocable trusts are private agreements that are easily amendable, and avoid the costs and delays associated with...more
How many times have you prepared your income tax returns for the previous year, only wishing you knew then what you know now, so you could go back and make more advantageous tax decisions? Typically, the choices you make...more
In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Matt Savare and Bart Feller, Principal flute of the New Jersey Symphony, New York City Opera Orchestra, and Santa Fe Opera Orchestra, to...more
When a loved one leaves you a life estate in land that has natural resources (like timber, minerals, or natural gas), you receive the right to use and enjoy the property during your lifetime. But that right comes with limits...more
Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to serve as the executor of an estate or the trustee for a family trust. Once the glow of the honor...more
On December 12, 2025, Governor Hochul signed the New York Electronic Wills Act into law (the “EWA”). Per the terms of the EWA, the legislation takes effect on June 10, 2027 (i.e., 545 days from its enactment), and will be...more
Estate planning traditionally focuses on tangible assets, including real estate, investments, and personal property. But in today’s digital age, your intellectual property may be just as valuable, and often more vulnerable....more