The Murdoch family and their media empire have long captivated national attention, with layers of legal and financial complexity shaping the future of one of the world’s most influential media dynasties. At the center of this...more
Celebrity estate disputes often make for dramatic headlines, but the legal challenges they reveal can resonate far beyond the rich and famous. Join Whitney O’Reilly, chair of our Trust & Estates Group, for an insightful...more
1/21/2025
/ Artificial Intelligence ,
Asset Protection ,
Beneficiaries ,
Celebrities ,
Creditors ,
Digital Assets ,
Emerging Technologies ,
Estate Claims ,
Estate Planning ,
Intestate Succession ,
Probate ,
Trusts ,
Webinars ,
Wills
2022 saw a number of changes to legislation affecting trust and estate planning and administration, including some revisions to tax guidelines. In this webinar, Whitney O’Reilly will recap key updates from the previous year,...more
As an attorney who prepares comprehensive estate plans and administers wills and trusts after death, I see questions arise at all phases as to who beneficiaries of accounts are and who they should be in a comprehensive estate...more
In the next webinar in our Estate Planning 101 series, wealth preservation attorney Whitney Patience O’Reilly will discuss the basics of trusts. She will review the differences between revocable and irrevocable trusts and...more
8/16/2021
/ Beneficiaries ,
Estate Planning ,
Inter Vivos Trust ,
Irrevocable Trusts ,
Probate ,
Revocable Trusts ,
Tax Planning ,
Testamentary Trust ,
Trust Distributions ,
Trusts ,
Webinars
The executor position is an important but often misunderstood role. In this webinar on estate administration, Whitney Patience O’Reilly details an executor’s duties, from locating the deceased’s will to making the final...more
The executor position is an important but often misunderstood role. In this webinar on estate administration, Whitney O’Reilly will detail an executor’s duties, from locating the deceased’s will to making the final...more
Presented by Cohen Seglias associate Whitney Patience O'Reilly on October 22, 2020.
An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life...more
An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was enacted on December 20, 2019, as part of a major appropriations bill. The SECURE Act is intended to make it easier for a broad range of...more
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was enacted on December 20, 2019, as part of a major appropriations bill. The SECURE Act is intended to make it easier for a broad range of...more
1/30/2020
/ 401k ,
Beneficiaries ,
Benefit Plan Sponsors ,
Employee Benefits ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
New Legislation ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act ,
Surviving Non-Spouse Beneficiaries ,
Trustees ,
Trusts ,
Webinars
Presented by Cohen Seglias Attorneys Brian Lawton and Whitney Patience O'Reilly on January 23, 2020.
It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an...more
1/28/2020
/ Asset Management ,
Asset Protection ,
Beneficiaries ,
Business Entities ,
Creditors ,
Divorce ,
Estate Planning ,
Fraudulent Transfers ,
Homestead Exemption ,
Individual Retirement Account (IRA) ,
Investment Management ,
Liability Insurance ,
Lifetime Benefits ,
Prenuptial Agreements ,
Retirement ,
Retirement Plan ,
Risk Mitigation ,
Trusts ,
Wealth Management ,
Wills
It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so...more
1/8/2020
/ Asset Management ,
Asset Protection ,
Beneficiaries ,
Business Entities ,
Creditors ,
Divorce ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Investment Management ,
Liability Insurance ,
Lifetime Benefits ,
Prenuptial Agreements ,
Retirement ,
Retirement Plan ,
Risk Mitigation ,
Trusts ,
Wealth Management ,
Webinars ,
Wills
In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more
In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more
Aretha Franklin, known by many as the Queen of Soul, died just a couple of months ago at age 76. She had four living children by multiple partners, her first at only 12 years old. Aretha was married multiple times but was not...more