News & Analysis as of

Wealth Management Financial Planning

Robins Kaplan LLP

The Wealth Dispute Navigator: Which Profile Are You?

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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

Keating Muething & Klekamp PLL

Using Trust Provisions to Incentivize Beneficiary Behavior

For many individuals new to estate planning, particularly younger couples, there is something almost taboo when you start to discuss a revocable trust: does that mean our children will be trust fund babies?...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, May/June 2024

Sharing is caring - How much should you tell your loved ones about your estate plan? After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more

Williams Mullen

[Event] 15th Annual Fiduciary Focus - February 23rd, Richmond, VA

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Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Using Trustee Investment Statements - Strategies to Avoid Fiduciary...more

Pullman & Comley, LLC

Do You Know Who Your Children Are? How the Connecticut Parentage Act Affects Estate Planning

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The changing landscape of American families has resulted in new laws that expand who may be considered your child or grandchild. A recent Connecticut law, known as The Connecticut Parentage Act (the “Act”), may impact your...more

Winthrop & Weinstine, P.A.

Minnesota Court of Appeals Ruling Impacts Estate Administration for Medical Assistance Recipients

In a unanimous decision filed Monday, November 20, 2023, the Minnesota Court of Appeals affirmed a district court opinion that limits medical assistance claims against estates to only the amount of long-term-care services...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Preparing and Protecting Your Estate Plan for Rising Interest Rates - November 30th, 12:00 pm - 1:00 pm ET

From 2010 to 2021, interest rates remained at historically low levels, and as a result, many estate plans were designed to work best in such environments. However, with the rise in interest rates, it is crucial to consider...more

White & Case LLP

Sector trends - September 2023: Asset/Wealth Management

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UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Asset/Wealth Management - Sub-sector M&A activity levels soar—market moving deals across wealth management, financial planning, fund management, debt...more

Lowndes

All Eyes on Oher: The Crucial Role of Quality Legal Counsel for Proposed Wards in Guardianship Cases

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Michael Oher, retired NFL star, filed a petition in probate court on Monday asserting that he was tricked into consenting to a conservatorship (in Florida we refer to this as guardianship) which he believed was an adoption by...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, July/August 2023

Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more

Pullman & Comley, LLC

Legacy Planning for the Farm and Agriculture Community

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Farmers and their families face unique challenges when they are planning for the succession of their businesses and the real estate associated with their farms.  Oftentimes, farms are successively held and then given to...more

Adler Pollock & Sheehan P.C.

Asset Protection and Your Estate Plan – Preserve and Protect Your Wealth For Your Heirs

Asset protection is about preserving your hard-earned wealth in the face of unreasonable creditors’ claims, frivolous lawsuits or financial predators. It’s not about evading legitimate debts, hiding assets or defrauding...more

Robins Kaplan LLP

The Robins Kaplan Spotlight, Vol 8 No. 1 - Expecting the Unexpected: Navigating Fiduciary Relationships

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The Spotlight is the result of ongoing collaboration between our national trial practice and estate planning groups, with the goal of providing a forum to discuss the latest news and other issues impacting the trusts and...more

Robins Kaplan LLP

Should you take financial advice from Magnum P.I.?

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Unless you rely solely on streaming services, at some point in recent years, you have likely seen Tom Selleck pitching reverse mortgages as a retirement strategy. Is that a product for you? Or your parents? This article won’t...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, March/April 2023

Funding long-term care expenses: What are your options? Few things can derail your estate plan as quickly as unanticipated long-term care (LTC) expenses. Most people will need some form of LTC — such as a nursing home or...more

Williams Mullen

[Event] 2023 Fiduciary Focus - February 24th, Richmond, VA

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...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Corporate Transparency Act Compliance...more

Goulston & Storrs PC

Trust Administration and Estate Planning in the Age of Climate Change

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A recent foreboding report by the UN’s Intergovernmental Panel on Climate Change offers warnings to policy makers and others about dire consequences that have and will continue to arise due to rapid climate change. Rising...more

Nelson Mullins Riley & Scarborough LLP

[Webinar] FinTech University: Wealth Preservation Planning Strategies - November 15th, 2:00 pm - 3:00 pm EDT

Join us for the next edition of FinTech University as we focus on wealth preservation. Experienced Nelson Mullins attorney Jonathan Gopman, along with David Warren at Bridgeford Trust Company, and Mark Sims at Captive...more

Burns & Levinson LLP

Will My Estate Plan Protect My Loved Ones?

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It is a common misconception that if a person has a will, there will be no need for court proceedings upon their death. In Massachusetts, however, a will must always be admitted to probate, a process requiring various forms...more

White & Case LLP

Sector trends - July 2022: Asset/Wealth Management

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UK & European Financial Services M&A: Sector trends H2 2021 | H1 2022 — Asset/Wealth Management - With over 350 deals in the European AWM sector in 2021, M&A consolidation activity is hotter than it has ever been in the...more

Kohrman Jackson & Krantz LLP

Frequently Asked Questions About Inheritance and Adoption

As an Estate, Wealth & Succession attorney, I often assist individuals with a variety of matters ranging from basic estate plans to more complex business succession arrangements. Frequently, when assisting families with...more

Burns & Levinson LLP

Why Young Adults Need Estate Plans Too

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After graduating college and getting your life started, you are filled with pride, excitement and anticipation for your new career and freedom from school. Your last thought is to hire an attorney and prepare an estate plan....more

Kaufman & Canoles

When Athletes Transition to Moguls

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In the past few weeks, there have been a handful of news reports regarding active or retired athletes’ off-court business interests, each of which has exhibited a good example of when athletes transition into moguls by...more

Pullman & Comley, LLC

What You Need to Know About Conservatorships in Connecticut

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There have been a few notable instances recently in pop culture that have shined a spotlight on conservatorships. As one might expect, the laws regarding conservatorships vary from state to state. Another type of individual...more

Venable LLP

Private Placement Life Insurance as a Tool to Mitigate Taxes Despite Market Volatility and Global Uncertainty

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Despite recent volatility in the U.S. stock market, the rising costs of inflation, and the Russian invasion of Ukraine, there are still ways to control the taxes you pay on your investments and the taxes that your family will...more

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