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Estate Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Harris Beach Murtha

Five Reasons Why a Power of Attorney May Fail in Medicaid Planning (Especially in New York)

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Many families believe they are 'covered' once a Power of Attorney (POA) is executed. It is one of the most practical documents in any estate plan, allowing a trusted person to step in and manage finances when you cannot....more

Fleurinord Law PLLC

Texas Probate Without a Will: What Families Need to Know in 2026

Fleurinord Law PLLC on

Losing a loved one is one of life’s most difficult moments. When that person also left behind no will, the grief quickly becomes complicated by legal questions that feel urgent and unfamiliar. What happens to the house? Who...more

Walkers

Family investment companies - The benefits and Jersey considerations

Walkers on

The tightening of the UK tax treatment of trusts and rising UK corporation tax rates, combined with other socio-economic influences, have led to an increased interest in family investment companies (FICs), a more flexible...more

Foster Swift Collins & Smith

How an ESOP Can Cut Your Tax Bill

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Owners usually ask this sooner or later: “Great, so what does an ESOP do for my taxes?” Depending on your entity type, the answer can be “a lot.” Employee Stock Ownership Plans (ESOPs) offer tax advantages that most...more

Whiteford

Common Scenarios of Breach of Fiduciary Duty by an Executor or Administrator of an Estate in Virginia

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Serving as an executor (when there is a will) or an administrator (when there is no will) is a position of trust. In a prior post, we described how Virginia law imposes fiduciary duties on these individuals to protect the...more

Lasher

The “I Love You Will” Trap: How Washington Estate Tax Can Cost Families Thousands

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It is the most natural estate plan anyone can think of. You sit down with your spouse and agree: “If I go first, you get everything. When you go, the kids split what is left.” It’s simple, it’s fair, and it reflects your...more

Dinsmore & Shohl LLP

New Kentucky Legislation Modernizes Inheritance Laws

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Governor Andy Beshear recently signed Senate Bill 50 into law, ushering in one of the most significant updates to Kentucky inheritance and estate administration laws in recent years. Effective July 2026, the legislation...more

Fleurinord Law PLLC

Business Succession Planning for Houston Entrepreneurs

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You’ve built something real. A business with employees who depend on you, clients who trust you, and a brand you’ve spent years developing in the Houston market. You have a will. You may have life insurance. But here’s a...more

Pillsbury Winthrop Shaw Pittman LLP

QSBS Stacking and Potential Treasury Guidance: Why Good Planning Withstands Scrutiny

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Qualified Small Business Stock, or QSBS, remains one of the most valuable tax incentives available to founders, early employees and startup investors. Under Section 1202, eligible taxpayers may exclude a significant amount of...more

Venable LLP

QSBS Stacking in the Crosshairs?

Venable LLP on

"Just want to give you a little tip. Just keep an eye out for that." With those words on May 20, Kenneth Kies, Treasury's assistant secretary for tax policy and acting IRS chief counsel, put the tax planning community on...more

Walkers

Protecting the vulnerable beneficiary: Guernsey's toolkit beyond discretionary trusts

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When settlors think about protecting a vulnerable family member, whether a child prone to profligacy, an adult struggling with addiction or an elderly relative suffering cognitive decline, the instinctive response is often to...more

Whiteford

Special Claims of Spouses (and Others) Against Estates – Family Allowance, Homestead Allowance, and the Exempt Property Allowance

Whiteford on

Most people are familiar with the concept of inheriting property under a deceased person’s will. As a general matter, if there is a specific bequest of property under a will, the executor is obligated to make the conveyance...more

A&O Shearman

UK Pensions: What’s new this week? - May 2026 #4

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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....more

Farella Braun + Martel LLP

A Good Environment for Gifting: Taking Advantage of Low Valuations for Family Legacy Planning

Farella Braun + Martel LLP on

Many in the wine industry are part of a legacy, or hope to create one, where properties and business interests are ultimately passed down to the next generation and beyond. While many plan to pass these long-term assets along...more

Holland & Knight LLP

Podcast - U.S. Real Estate Tax Planning for Global Families

Holland & Knight LLP on

Tax structure at acquisition can determine whether a global family's U.S. real estate investment preserves value or creates avoidable exposure for years to come. Real Estate attorney Shawn Amuial joins Private Wealth Services...more

Farrell Fritz, P.C.

New Bill Proposes Annual Withholding Tax on Trusts with Assets Exceeding $50M

Farrell Fritz, P.C. on

On May 12, 2026, a Bill entitled the “Fair Trusts for Fiscal Responsibility Act” was introduced in the Senate by Sen. Patty Murray and co-led by Sen. Ron Wyden. The proposed legislation would impose an annual “withholding...more

Levenfeld Pearlstein, LLC

How Estate Planners Can Effectively Manage Non-Probate Assets

Levenfeld Pearlstein, LLC on

Effective estate planning involves a careful consideration of assets and their distribution to ensure intended beneficiaries experience a seamless transfer of assets when the time comes. Understanding the difference between...more

Chambliss, Bahner & Stophel, P.C.

Who Are the Key Players in Special Needs Planning?

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Special needs planning requires a team of various professionals, such as attorneys, financial planners, trustees, and care managers. These experts help families address the legal, financial, and daily care needs of people...more

Seyfarth Shaw LLP

China-US Alliance: Private Wealth Forum 2026 in Shanghai – Strengthening Cross-Border Insights

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Cross-border wealth and estate planning have become increasingly important among high-net-worth families in the APAC region, particularly those with ties to Mainland China, Hong Kong, and the United States, as well as ties to...more

A&O Shearman

Pensions and inheritance tax—preparing for 2027 - Changes ahead for pension scheme death benefits

A&O Shearman on

From April 6, 2027, the way that pension scheme death benefits are treated for inheritance tax (IHT) purposes will change significantly. Unused pension funds and death benefit lump sums will largely be brought within the...more

Amundsen Davis LLC

Section 529 Accounts: Expanded Education Uses and New Tax‑Free Planning Opportunities

Amundsen Davis LLC on

It’s not just a crying baby keeping many new parents up at night—rising education costs have made planning for a child’s future a top concern. Section 529 accounts have long served as a powerful tax‑advantaged tool to help...more

Offit Kurman

Dealing with Loss: Understanding Your Estate Planning Steps

Offit Kurman on

In this episode of Trust Us: Estate Planning Wisdom, Danielle Friedman, Herb Fineburg, and Charles Max McCauley walk through the essential first steps after the loss of a spouse. From handling funeral arrangements to locating...more

Bilzin Sumberg

When Is Florida Really Home? A New Florida Ruling on Domicile for International Families

Bilzin Sumberg on

A Florida appellate court has just reaffirmed a doctrine that every cross-border family with Florida ties should understand — and that their estate plan should proactively address....more

Buchalter

Estate Planning Alert!

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Monday, May 18, 2026, Senators Patty Murray, WA and Ron Wyden, OR introduced the “Fair Trusts for Fiscal Responsibility Act” which would place an annual tax on the fair market value of assets held in a trust with a value in...more

Farrell Fritz, P.C.

In New York, Are a Decedent’s Survivors Entitled to See the Decedent’s Electronic Communications After the Decedent Dies?

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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

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