Asset Management, Trustees, Family Members

Clear Drafting in Estate Planning: Lessons from Abitol v. Clark

Poyner Spruill LLP on 12/30/2024

The North Carolina Court of Appeals’ recent decision on December 3, 2024 in Abitol v. Clark highlights the critical role of clear drafting in estate planning and raises novel legal questions regarding the inheritance rights...more

Grave Reservations: Everything You Didn’t Realize You Want to Know About Cemeteries

Lowenstein Sandler LLP on 12/30/2024

Host Warren K. Racusin, Chair of Lowenstein’s Trusts & Estates practice, talks about the law and lore of cemeteries with Eric D. Weinstock, and Rich Moylan, president of Green-Wood Cemetery in Brooklyn, New York. They discuss...more

The Wealth Dispute Navigator: Which Profile Are You?

Robins Kaplan LLP on 9/19/2024

Over the next two decades, reports are estimating that baby boomers will pass down a combined $84.4 trillion in assets to younger generations. Dubbed the “Great Wealth Transfer,” this phenomenon is already underway and will...more

The Estate Planner, May/June 2022

Shumaker, Loop & Kendrick, LLP on 5/23/2022

You’ve received an inheritance: Now what? If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan...more

Planning in Panic Mode

Sands Anderson PC on 5/11/2022

A few years ago, I spent a memorable weekend going back and forth between my office and a client’s hospital room. I spent hours sitting at hospital cafeteria tables or by my client’s bedside while he waited for an operation,...more

Who Gets the Tahoe House and Other California Real Estate Inheritance Disputes

Downey Brand LLP on 10/27/2020

Many California trust and estate disputes involve the allocation of real estate amongst several beneficiaries. Mom and Dad, may they rest in peace, owned an upscale home in the Fab 40s neighborhood of East Sacramento, a sweet...more