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Life Insurance

Offit Kurman

LGBTQ+ Estate Planning —A Tale of Two Couples

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Chris and Jason would never leave anything to chance. They ordered their movie tickets online in case the show sold out before they got to the theater. They always bought travel insurance, on the off chance their vacation...more

Troutman Pepper Locke

NAIC Signals Potential Tightening of Annuity Illustration Practices

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In 2026, the NAIC Life Insurance and Annuities (A) Committee, chaired by Iowa and vice chaired by Michigan, is largely focusing on annuity sales practices, including annuity buyers guides, suitability, and annuity...more

Stark & Stark

Business Succession: Integrating Buy‑Sell Agreements

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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

Whiteford

Lawsuits Challenging a Beneficiary Designation, Pay-on-Death Designation, or a Transfer-on-Death Designation in Virginia

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In addition to will contests, many estate disputes involve challenges to other estate-related documents such as beneficiary designations, pay-on-death designations (sometimes referred to as “POD”), or transfer-on-death...more

McDermott Will & Schulte

Fundamental estate planning documents

In these uncertain times, it is more important than ever to review your fundamental estate planning documents to ensure that they protect you and your family and carry out your wishes....more

Foley & Lardner LLP

Using Loan Regime Split-Dollar Life Insurance to Navigate Nonprofit Executive Compensation Rules

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Share on LinkedIn Share on Twitter Print Share by Email Share Back to top A loan regime split-dollar life insurance arrangement can be an important option to provide retirement benefits to nonprofit executives while...more

Carlton Fields

Regulators Open the Door to Revising Annuity Illustration Requirements

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On February 24, 2026, the National Association of Insurance Commissioners’ Life Insurance and Annuities Illustrations Working Group made its debut appearance. As a prelude, Ben Slutsker, director of life actuarial valuation...more

Fox Rothschild LLP

Court Decision Shows Importance of Following Change of Beneficiary Procedures

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After a divorce, most people assume that updating their benefits is as simple as sending a quick message to HR. A recent federal appeals court decision demonstrates just how costly that assumption can be and why working with...more

Skadden, Arps, Slate, Meagher & Flom LLP

ReFocus 2026 Life and Annuity Conference Key Takeaways

Skadden’s Insurance practice was prominently represented among attendees of ReFocus 2026. Drawing from conversations at ReFocus 2026 and our observations of current market trends, we have the following five key takeaways for...more

Patomak Global Partners

Understanding Regulatory Attention on Private Assets and AI Across Capital Markets and Insurance

Private assets and artificial intelligence (AI) are playing an increasingly prominent role across the financial system, including in capital markets and insurance....more

Allen Barron, Inc.

What Will Happen to Your Company if You Aren’t There to Run It?

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Most business owners spend their time focused on the operation of their business, and the next steps in its growth. How can we exceed revenue targets, improve market share, hire the right people, reduce operational costs,...more

Bond Schoeneck & King PLLC

Have You Checked Your Beneficiary Designations?

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

Mandelbaum Barrett PC

Elder Law, Probate Litigation and Special Needs Newsletter: January 2026 Issue

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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

Offit Kurman

Joint Accounts, Beneficiary Designations, and the Accidental Disinheritance Problem

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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

Bressler, Amery & Ross, P.C.

Seventh Circuit Equates UL Monthly Policy Charges to Premiums to Hold Illinois Premium Notice Statute Does Not Apply

In Dahleh v. Minnesota Life Ins. Co., No. 25-1315, 2026 U.S. App. LEXIS 1378 (7th Cir. Jan. 20, 2026), the Seventh Circuit affirmed the District Court’s award of summary judgment to Minnesota Life on plaintiff’s claim that...more

Mayer Brown

UK Regulator Sets Out Insurance Supervision Priorities for 2026

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On 15 January 2026, the Prudential Regulation Authority ("PRA") published its annual letter setting out supervisory priorities for the UK insurance sector for the year ahead. What is the purpose of the PRA's 2025...more

Schwabe, Williamson & Wyatt PC

OP-ED: Align Corporate Governance and Owner Estate Planning

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

Robinson+Cole Class Actions Insider

Ninth Circuit Says Class Members Must Demonstrate Standing at Summary Judgment for Certified Damages Classes

A recent Ninth Circuit decision held that both named and unnamed class members in a class seeking monetary damages must come forward with sufficient evidence of Article III standing at the summary judgment stage—not merely at...more

Burr & Forman

A Win-Win for Independent Contractors and Hiring Companies: Alabama’s New Portable Benefit Accounts

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In an attempt to modernize benefits, Alabama has taken the bold step of being the first state to enact legislation allowing independent contractors to build portable benefit coverage. Traditionally, employee sponsored...more

Mayer Brown

Alternative Capital for the Life Insurance Sector

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Introduction: The Prudential Regulation Authority (PRA) has for several years been heavily focussed on developments in the UK life sector. A significant part of the focus has taken the form of tightened regulatory...more

Carlton Fields

NAIC Fall Meeting Lineup: Key Acts to Watch

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At the National Association of Insurance Commissioners (NAIC) Fall National Meeting, new updates and activities from various NAIC groups stepped up to the main stage. Here are the headliners for life insurance and...more

Hogan Lovells

The new EU Anti-Money Laundering Regime: implications for life insurers and insurance intermediaries

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With the aim of strengthening and harmonising the anti-money laundering (AML) and counter-terrorism financing (CFT) requirements across the EU, the latest overhaul of the AML/CFT Framework represents a significant shift in...more

Haynes Boone

Evidence of Insurability: Why Employers Must Get This Right

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Evidence of Insurability (“EOI”) is one of the easiest benefits steps for employers to overlook—and one of the most dangerous. For life insurance or disability plans, EOI is required when an employee elects coverage above...more

Cohen Seglias Pallas Greenhall & Furman PC

Surviving Spouse's Checklist

Losing a spouse is an overwhelming experience, and the practical tasks that follow can feel especially daunting. While every estate is different, having a clear roadmap of what to address and when can help you stay organized...more

Bowditch & Dewey

Life Insurance, Buy-Sell Agreements, and the Connelly Problem: What Closely Held Business Owners Need to Know

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Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or repurchases, and life...more

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