Estate Planning News
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A JD Supra law news feed - pass it on
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A JD Supra law news feed - pass it on
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Remainder Beneficiaries of a Revocable Trust May Lack Standing to Seek a Trust Accounting for the Period Prior to the Grantor’s Death
Remainder Beneficiaries of a Revocable Trust May Lack Standing to Seek a Trust Accounting for the Period Prior to the Grantor’s Death
When representing fiduciaries in litigation that estate and trust beneficiaries commence, my Farrell Fritz, P.C. colleagues and I seek to limit...
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December 20, 2025 at 3:34 AM
Remainder Beneficiaries of a Revocable Trust May Lack Standing to Seek a Trust Accounting for the Period Prior to the Grantor’s Death
Until Death Do Us Part: Leveraging the Step Up in Basis (Smart Business)
Until Death Do Us Part: Leveraging the Step Up in Basis (Smart Business)
With the recent increase of the 2026 federal estate and gift tax exemption to an unprecedented and astounding $15 million per person (a whopping...
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December 18, 2025 at 5:35 PM
Until Death Do Us Part: Leveraging the Step Up in Basis (Smart Business)
The Year in Estate Planning – 2025 Popular Reads on JD Supra
The Year in Estate Planning – 2025 Popular Reads on JD Supra
A year-end roundup of some of the most popular estate planning reads published on JD Supra throughout 2025.
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December 18, 2025 at 12:50 AM
The Year in Estate Planning – 2025 Popular Reads on JD Supra
OBBBA Changes Create New Tax Planning Opportunities
OBBBA Changes Create New Tax Planning Opportunities
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced wide-ranging tax and policy changes. It contains hundreds of...
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December 17, 2025 at 5:40 PM
OBBBA Changes Create New Tax Planning Opportunities
A Transactional Approach to Business and Investment Planning
A Transactional Approach to Business and Investment Planning
Why should you consider a transactional approach to business and investment planning? What is the best strategy to protect your assets while...
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December 17, 2025 at 2:07 PM
A Transactional Approach to Business and Investment Planning
Doing Good and Doing It Well: An Overview of Options for Charitable Giving
Doing Good and Doing It Well: An Overview of Options for Charitable Giving
Charitable planning during your lifetime is an opportunity to use your assets for good and see the impact. While you may give as much as you wish...
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December 17, 2025 at 6:28 AM
Doing Good and Doing It Well: An Overview of Options for Charitable Giving
DNA Testing in BC Estate Litigation: Key Takeaways for Parentage and Inheritance Disputes
DNA Testing in BC Estate Litigation: Key Takeaways for Parentage and Inheritance Disputes
Courts in British Columbia continue to evaluate when genetic testing should be used to resolve estate disputes. A recent Supreme Court of British...
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December 16, 2025 at 5:23 PM
DNA Testing in BC Estate Litigation: Key Takeaways for Parentage and Inheritance Disputes
Surviving Spouse's Checklist
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,...
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December 16, 2025 at 5:23 PM
Surviving Spouse's Checklist
2026 Legal Checklist for Michigan Farmers
2026 Legal Checklist for Michigan Farmers
As Michigan farmers enter 2026, they face a rapidly evolving landscape with new legal challenges and opportunities. Regularly reviewing the...
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December 16, 2025 at 3:03 PM
2026 Legal Checklist for Michigan Farmers
Personal Planning Strategies - December 2025
Personal Planning Strategies - December 2025
What This Means for Your Current Will, Revocable Trust and Estate Plan -
The federal estate and gift tax regimes have been unified since the...
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December 11, 2025 at 3:46 PM
Personal Planning Strategies - December 2025
Wealth Management Update - December 2025
Wealth Management Update - December 2025
The December 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in November....
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December 11, 2025 at 3:44 PM
Wealth Management Update - December 2025
Bakwin Ruling Sheds Light on Trustee Removal and No Contest Clauses in Virginia
Bakwin Ruling Sheds Light on Trustee Removal and No Contest Clauses in Virginia
The Virginia Court of Appeals recently ruled that a lawsuit seeking to remove a trustee does not trigger a no contest clause. This decision is...
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December 11, 2025 at 6:02 AM
Bakwin Ruling Sheds Light on Trustee Removal and No Contest Clauses in Virginia
Estate Planning Considerations for Blended Families
Estate Planning Considerations for Blended Families
Although blended families are common, they often encounter unique complexities after the death of a loved one. Assets may be left outright to a...
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December 10, 2025 at 8:16 PM
Estate Planning Considerations for Blended Families
Trusts and Estates Law Changes – Looking Ahead to 2026
Trusts and Estates Law Changes – Looking Ahead to 2026
The beginning of 2025 marked an uncertain year for estate tax planning purposes. With the estate tax exemptions set forth by the 2017 Tax Cuts...
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December 10, 2025 at 8:05 PM
Trusts and Estates Law Changes – Looking Ahead to 2026
Joining a Multi-Strategy Hedge Fund? Don't Overlook the Immediate Estate Planning Opportunity
Joining a Multi-Strategy Hedge Fund? Don't Overlook the Immediate Estate Planning Opportunity
Landing a portfolio manager role at a top multi-strategy hedge fund can be a career-defining moment. It can also catapult your personal net worth...
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December 10, 2025 at 5:39 PM
Joining a Multi-Strategy Hedge Fund? Don't Overlook the Immediate Estate Planning Opportunity
After centuries of courtroom battles, states breathe new life into undue influence claims
After centuries of courtroom battles, states breathe new life into undue influence claims
When a person manipulates someone into changing their will, what’s a family member who finds themselves cut out of an inheritance to do?
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December 9, 2025 at 7:35 PM
After centuries of courtroom battles, states breathe new life into undue influence claims
Why Guernsey trusts continue to matter: Practical uses for families, entrepreneurs and businesses
Why Guernsey trusts continue to matter: Practical uses for families, entrepreneurs and businesses
Guernsey has long been recognised as a stable, sophisticated and adaptable jurisdiction for trust structuring.
Its trusts regime offers a...
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December 9, 2025 at 3:16 PM
Why Guernsey trusts continue to matter: Practical uses for families, entrepreneurs and businesses
Make Planning for the Future Your New Year’s Resolution
Make Planning for the Future Your New Year’s Resolution
The future is not an easy topic to discuss but a necessary one to ensure that your wishes are carried out. As the saying goes, there are two...
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December 8, 2025 at 10:05 PM
Make Planning for the Future Your New Year’s Resolution
Who Needs a Prenuptial Agreement?
Who Needs a Prenuptial Agreement?
My son got married recently and shortly before the wedding, a non-lawyer friend asked me if my son and his now wife had a prenuptial agreement,...
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December 8, 2025 at 5:53 PM
Who Needs a Prenuptial Agreement?
A Different Kind of Holiday Checklist: Essential Estate Planning Documents
A Different Kind of Holiday Checklist: Essential Estate Planning Documents
The holidays are a time to reminisce, celebrate the many joys of the season, and spend time with your loved ones. If you are like me, you plan...
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December 8, 2025 at 11:42 AM
A Different Kind of Holiday Checklist: Essential Estate Planning Documents
Elder Law Is for Everyone Part 2: Medicaid Homecare
Elder Law Is for Everyone Part 2: Medicaid Homecare
Often, people with long-term medical or cognitive conditions that limit their ability to manage their daily care need in-home assistance. Since...
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December 5, 2025 at 8:28 PM
Elder Law Is for Everyone Part 2: Medicaid Homecare
Trust Structures Under Fire: What High-Net-Worth Divorce Means for Advisers
Trust Structures Under Fire: What High-Net-Worth Divorce Means for Advisers
What began as a high-asset marital dissolution between John and Laura Overdeck has transformed into a wide-ranging challenge to modern trust...
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December 5, 2025 at 7:35 PM
Trust Structures Under Fire: What High-Net-Worth Divorce Means for Advisers
Making a List and Checking It Twice: Year-End Planning Ideas, Part 1 of 2
Making a List and Checking It Twice: Year-End Planning Ideas, Part 1 of 2
As 2025 draws to a close, there are several areas in which high-net-worth taxpayers should be focusing their attention to maximize tax savings...
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December 4, 2025 at 6:55 PM
Making a List and Checking It Twice: Year-End Planning Ideas, Part 1 of 2
Constructive Trust Claims
Constructive Trust Claims
Constructive trust claims regularly arise in trusts and estates litigation. Based upon a recent decision that Suffolk County Surrogate Vincent...
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December 3, 2025 at 3:54 AM
Constructive Trust Claims
How Trustees Can Balance Landlord Obligations and Fiduciary Duties to Beneficiaries
How Trustees Can Balance Landlord Obligations and Fiduciary Duties to Beneficiaries
When an estate owns rental property, the Personal Representative must strike a careful balance between the statutory obligations landlords owe to...
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December 2, 2025 at 3:37 PM
How Trustees Can Balance Landlord Obligations and Fiduciary Duties to Beneficiaries