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
The IRS has released new inflation-adjusted figures that can impact your estate and gift planning. These numbers seem like a lot to sift through, but understanding them could make a big difference in your financial future....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
Grantor trusts allow for tax deductions on income generated by trust assets whereas non-grantor trusts do not allow for these deductions. It is crucial for people to carefully decide which type of trust is best for their...more
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
A successful trust administration starts with the right trustee. Whether you have been appointed as a trustee in someone’s will or trust or need to appoint someone as trustee in your own will or trust, you must understand the...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
Presented by Whitney Patience O'Reilly on February 16, 2021.
Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this...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
Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly will cover the basics of a good estate plan...more
Presented by Cohen Seglias attorney Whitney Patience O'Reilly on December 15, 2020.
As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any...more
1/14/2021
/ Death Tax ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Gifts ,
Heirs ,
Income Taxes ,
Trusts ,
Year-End Tax Planning
As we approach the end of the year, individuals face decisions about whether or not to gift money and the potential ramifications for any gifts they make now or in the future. Join Whitney O’Reilly in this interactive webinar...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
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
Presented by Cohen Seglias Associate Whitney Patience O'Reilly on July 24, 2019.
A successful estate administration starts with the right executor. Whether you have been appointed as an executor in someone’s will or trust or...more
A successful estate administration starts with the right executor. Whether you have been appointed as an executor in someone’s will or trust or need to appoint someone as executor in your own will or trust, you must...more
If your will has a trust arrangement in place for your spouse, -and it probably does, the trust must be a sole use trust for Pennsylvania purposes in order to qualify the trust assets to be taxed at 0%. If the trust under...more