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
During the divorce process, one often overlooked area is updating your estate plan. Divorce can impact beneficiary designations on life insurance policies, retirement accounts, and other assets and can also have tax...more
Say somebody close to you—a parent, a cousin, a friend—becomes incapacitated and is unable to make medical, financial or other personal decisions. If they have no planning documents in place (i.e., a power of attorney for...more
More than 50% of Americans lack an estate plan, which can lead to tricky situations down the road when a loved one gets sick or passes away. A living will, or advanced directive, in particular, can be a critical document in...more
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 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
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
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