Global Evolution of Electronic Wills and COVID-19
On October 17, 2023, the U.S. Internal Revenue Service (IRS) updated its Internal Revenue Manual (IRM) to fully incorporate into the IRM certain e-signature policies and procedures permitting the use of electronic signatures...more
On December 29, 2022, the IRS issued proposed regulations that would permanently allow retirement plans to accept remote participant elections and spousal consents. PROPOSED REGULATIONS STEM FROM THE COVID-19 PANDEMIC-...more
On January 1, 2022, the Washington Uniform Electronic Wills Act (“Act”) took effect and in so doing brought estate planning documents into the 21st century. The Act modifies existing requirements in order to enable people to...more
The COVID-19 pandemic has highlighted the benefits of post-death planning, whilst also giving individuals the much-needed down-time to reflect on their wishes. This has brought about a flurry of requests for new wills to be...more
(Original Article dated April 14, 2020) - UPDATE: By Executive Order 202.72 dated November 3, 2020, Governor Cuomo has further extended his prior orders permitting the use of audio-visual technology for notarization and...more
Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you...more
In March, we wrote about the challenges self-isolation and social-distancing presented to the legalities of signing a will, in particular the requirement that a will is signed in the presence of at least two witnesses. We...more