News & Analysis as of

Wills Guardians

Charles E. Rounds, Jr. - Suffolk University...

Whether an equitable power of appointment incident to a trust relationship is “in gross” or “collateral”: The practical...

Section 17.3, comment f, of the Restatement (Third) of Property (Wills and Other Donative Transfers) explains the difference between a collateral power of appointment and a power of appointment in gross: “In traditional...more

Rivkin Radler LLP

Wendy and Jen Wreck the Movies: Baby Mama (2008), or What Not to Leave to Chance When You Are Expecting

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Kate Holbrook discovers that her chances of becoming pregnant are drastically reduced. Kate considers adoption, but a misguided social worker convinces her that her chances of being approved as an adoptive parent are limited...more

Bowditch & Dewey

Estates Under $2 Million – Do I Need an Estate Plan?

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With the exciting and long overdue news of the increase in the Massachusetts estate tax exemption from $1 million to $2 million for decedents dying on or after January 1, 2023, many Massachusetts residents have been left...more

Dunlap Bennett & Ludwig PLLC

What Is A Standby Guardian?

A standby Guardian is a person or persons you, the parent, or guardian, pre-ordains to be your preferred Guardian in the event of several triggering events. Obviously, a Will covers this in the event of death, but not in...more

Bowditch & Dewey

8 Estate Planning Considerations - Don’t Tax Yourself

Bowditch & Dewey on

The idea of a visit to an attorney for your estate planning can be daunting. Below is a list of to-do items or at least items to think about before your visit. MAKE A LIST OF YOUR ASSETS AND AN ESTIMATED VALUE OF THE...more

Rivkin Radler LLP

Wendy and Jen Wreck the Movies: Life As We Know It (2010) or Why Your Fraternity Brother May Not Be Suitable for Carpool

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What Happens? In a twisted psychological experiment, Allison and Peter Novak set up their friends Holly Berenson and Eric Messer (a/k/a Messer) on a date. Holly and Messer are as incompatible as pineapple and New York...more

Sands Anderson PC

Planning in Transition

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All of us go through periods of transition. Things change, for better and for worse, and every transition is an opportunity to take a fresh look at where we are, what we have done, and where we want to be....more

Burns & Levinson LLP

Avoiding Probate Litigation: An Attorney’s Top 5 Tips

Burns & Levinson LLP on

The most basic and streamlined approach to avoiding probate litigation is planning ahead. Plans may include full, comprehensive estate plans, simple transfers of real estate, the implementation of protective measures or...more

Mitchell, Williams, Selig, Gates & Woodyard,...

Do I Need to Update My Estate Plan?

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan. Unfortunately, as...more

Burns & Levinson LLP

Do I Need to Nominate a Guardian for My Child or Pet?

Burns & Levinson LLP on

In the unfortunate situation where you are not available to care for your child or pet, it is prudent to plan ahead by nominating a guardian for your child and/or pet. Advance planning avoids potential court fights over...more

Rivkin Radler LLP

NY’s Gestational Surrogacy Law Comes With Estate Planning Requirements

Rivkin Radler LLP on

On February 16, 2021, New York state legalized compensated gestational surrogacy. The Child-Parent Security Act (the Act) imposes estate planning requirements on the intended parents. Required Estate Planning- Prior to...more

Bowditch & Dewey

Four Basic Estate Planning Documents that Everyone Needs

Bowditch & Dewey on

Many people think they don’t need “estate planning” because they don’t have enough assets to generate an estate tax; however, there are four basic estate planning documents everyone should have regardless of net worth. 1....more

Jaburg Wilk

Your Guide to Essential Estate Planning Documents

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If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure you and your family are...more

Obermayer Rebmann Maxwell & Hippel LLP

When Is It Time To Update My Estate Plan?

Many people believe that once they have executed their estate planning documents, those documents can remain in the safe deposit box until the day when they may be needed. However, your estate planning documents should be...more

Jaburg Wilk

5 Things Every New Parent Needs to Know About Wills

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As a new parent, you naturally want to ensure your new baby’s future in every way. For many new parents, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, the process...more

Ward and Smith, P.A.

Happy 18th Birthday! Your College-Aged Child is an Adult. Now What?

Ward and Smith, P.A. on

Believe it or not, as of your child's 18th birthday, your child graduated from being a "minor" to becoming a "legal adult." While your child is home from college this summer or preparing to head off to college in the fall,...more

Smith Debnam Narron Drake Saintsing & Myers,...

The Truth Why You Need A Will

It’s the holiday season…one of the busiest times of the year. So, it’s a pretty safe bet that folks are not spending time right now thinking about what would happen to their financial assets and material possessions after...more

McNees Wallace & Nurick LLC

Are You Considering A Revocable Living Trust?

The revocable living trust is often advertised as a “must have” part of your estate plan. While a revocable living trust may be useful in some situations, it is not an estate planning cure all. The following are issues to...more

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