News & Analysis as of September 20, 2024

Trusts

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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 -

Remember to Adjust Your Estate Plan During or After a Divorce

Bowditch & Dewey on 8/23/2024

Married couples often have wills naming one another as their primary beneficiary. People also often name their spouse as beneficiary of retirement accounts and life insurance policies. Upon commencing a divorce action,...more

Colorado Case Holds That A Beneficiary’s Lifestyle Is Judged At The Time That The Settlor Dies Or When The Trust Becomes...

Winstead PC on 12/4/2023

In Reece Trust v. Reece, a husband created a trust for his wife, and they then began divorce proceedings. No. 22CA1393, 2023 COA 89, 2023 Colo. App. LEXIS 1456 (Colo. App. September 28, 2023)....more

The Crucial Importance of Updating Documents After Divorce

Stark & Stark on 11/21/2023

Divorce can be a challenging and emotionally draining experience, leaving individuals with numerous legal and personal matters to resolve. Amidst all the turmoil, it is vital for people to understand the significance of...more

The Sad Tale of Hubby and Lovey: Preparing One’s Estate for the Possibility of Divorce

Lowenstein Sandler LLP on 7/28/2023

In this episode of “Splitting Heirs,” Warren K. Racusin, partner and Chair of Lowenstein’s Trusts & Estates practice, speaks with Sharon L. Klein, EVP, President - Family Wealth, Eastern U.S. Region & Head of National Divorce...more

Divorcing the Wealthy is Often a Matter of “Trusts”

Fox Rothschild LLP on 7/27/2023

I received a call recently from a colleague looking to refer a client for a divorce. Our firm had done estate planning for the client and spouse, thus we were not eligible to represent either party in a marital break up as...more

When Do I Need an Estate Plan?

Lasher Holzapfel Sperry & Ebberson PLLC on 6/22/2023

One of the most common questions we receive in our Estate Planning practice is “when do I need a personalized estate plan?” While there are many factors to consider, you will want a personalized estate plan when there is a...more

Once Removed Episode 12: SLATs and the Case of McKim vs. McKim

McGuireWoods LLP on 6/22/2023

Steve Murphy, chair of the private wealth services group, dives deeper into the subject of SLATs in this episode. SLATs can work well with estate tax benefits and creditor protection benefits, all while giving the spouse...more

Trust Issues in Divorce Proceedings - Presentation - May 2023

Winstead PC on 5/9/2023

David F. Johnson presented to the Tarrant County Probate Bar Association on May 4, 2023, on the topic of “Trust Issues in Divorce Proceedings.” This program discussed some of the many trust issues that arise in divorce...more

Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will

Adler Pollock & Sheehan P.C. on 5/3/2023

Perhaps you drafted your will years ago and it references many of your existing assets, including retirement plan accounts and life insurance policies. But you also have paperwork on file with the applicable financial...more

Avoiding Estate Litigation: Estate Planning During and After Divorce

Obermayer Rebmann Maxwell & Hippel LLP on 4/10/2023

It is highly likely that if you’re going through a divorce, your estate plan is going to be the last thing on your mind. However, this is an imperative time to make sure you have the necessary documents in place to protect...more

Don’t Let Your Dead Body Become “A Loose Ball.”

Fox Rothschild LLP on 9/22/2022

Forgive the title but this is written amidst the Eagles-Vikings game and on the same date as Queen Elizabeth’s funeral. Commentators noted that the Queen’s final event was more than a generation in the planning and was...more

[Webinar] Financial Services - Trust Issues In Divorce Proceedings - May 24th, 10:00 am - 11:00 am CT

Winstead PC on 4/21/2022

This presentation covers trust issues that arise in divorce disputes, such as spouses creating an irrevocable trust, fraud claims to void a trust, conflict of interest issues raised by the same attorney drafting both spouse’s...more

Wendy And Jen Wreck the Movies – Citizen Kane (1941) Or Deposit Money, Not Children, in the Bank

Rivkin Radler LLP on 1/20/2022

“Legendary was the Xanadu where Kubla Kahn decreed his stately pleasure dome.” Legendary too were the colossal errors made by Mary Kane in this celebrated classic movie which follows a journalist as he tries to uncover the...more

Trust Issues In Divorce Proceedings - Presentation

Winstead PC on 11/22/2021

David F. Johnson presented “Trust Issues In Divorce Proceedings” on November 17, 2021. This presentation covered trust issues that arise in divorce disputes, such as spouses creating an irrevocable trust, fraud claims to void...more

CONVEYANCES OF MARITAL PROPERTY INTO TRUSTS Superior Court Holds Such Gifts May Be Fraudulent

Fox Rothschild LLP on 10/13/2021

The Superior Court issued a non precedential decision on September 21 grappling with a question that has lingered since Pennsylvania adopted equitable distribution forty years ago. What happens to transfers of marital assets...more

Protecting Your Inheritance

Ruder Ware on 9/21/2021

So you’ve received an inheritance and you’re married. The person who left you the inheritance probably intended for it to benefit you, not your spouse, if you get divorced. How do you protect the inheritance?...more

Trusts in divorce: an update on the English approach

Conyers on 8/24/2021

July brought the long-awaited conclusion to the latest high profile case in which offshore trusts came under attack from the Family Division in England and Wales. Mr and Mrs Akhmedova endured eight years of litigation before...more

I Created An Estate Plan When My Spouse And I Had Kids, Why Should I Update It Now?

Lasher Holzapfel Sperry & Ebberson PLLC on 4/23/2021

When you were younger, after getting married and having children, you met with a lawyer and created an estate plan. Now the kids are grown, finished with college, and are is settled in their adult lives. Of your three...more

Five Fast Facts About Qualified Spousal Trusts

Mitchell, Williams, Selig, Gates & Woodyard,... on 5/4/2020

The Qualified Spousal Trust Act (the “Act”) was passed by the Arkansas Legislature during the Spring 2019 Legislative Session. The Act applies to joint revocable trusts created by married individuals prior to or after the...more

Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce?

Cohen Seglias Pallas Greenhall & Furman PC on 1/28/2020

Presented by Cohen Seglias Attorneys Brian Lawton and Whitney Patience O'Reilly on January 23, 2020. It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an...more

[Webinar] Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce? - January 23rd, 12:00...

Cohen Seglias Pallas Greenhall & Furman PC on 1/8/2020

It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so...more

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Estate Planning › Divorce › Trusts

Remember to Adjust Your Estate Plan During or After a Divorce

Colorado Case Holds That A Beneficiary’s Lifestyle Is Judged At The Time That The Settlor Dies Or When The Trust Becomes...

The Crucial Importance of Updating Documents After Divorce

The Sad Tale of Hubby and Lovey: Preparing One’s Estate for the Possibility of Divorce

Divorcing the Wealthy is Often a Matter of “Trusts”

When Do I Need an Estate Plan?

Once Removed Episode 12: SLATs and the Case of McKim vs. McKim

Trust Issues in Divorce Proceedings - Presentation - May 2023

Estate Planning Pitfall: You Haven’t Coordinated Beneficiary Designations With Your Will

Avoiding Estate Litigation: Estate Planning During and After Divorce

Don’t Let Your Dead Body Become “A Loose Ball.”

[Webinar] Financial Services - Trust Issues In Divorce Proceedings - May 24th, 10:00 am - 11:00 am CT

Wendy And Jen Wreck the Movies – Citizen Kane (1941) Or Deposit Money, Not Children, in the Bank

Trust Issues In Divorce Proceedings - Presentation

CONVEYANCES OF MARITAL PROPERTY INTO TRUSTS Superior Court Holds Such Gifts May Be Fraudulent

Protecting Your Inheritance

Trusts in divorce: an update on the English approach

I Created An Estate Plan When My Spouse And I Had Kids, Why Should I Update It Now?

Five Fast Facts About Qualified Spousal Trusts

Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce?

[Webinar] Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce? - January 23rd, 12:00...

Estate Planning and Re-tying the Knot

Estate Planning During a Divorce: Four Key Considerations

Your Slice of the Pizza – Only Directly Inherited Asset Qualifies as Separate Property

Updating Your Estate Plan in the Event of Divorce

Estate Planning › Divorce › Trusts

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