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Coronavirus/COVID-19 › Estate Planning › Trusts

Read guidance, analysis, and updates on the myriad issues arising from the global response to the COVID-19 pandemic. Updated hourly every day, the insights published here are written by leading lawyers and law firms... more +
Read guidance, analysis, and updates on the myriad issues arising from the global response to the COVID-19 pandemic. Updated hourly every day, the insights published here are written by leading lawyers and law firms helping to make sense of insurance, employment, tax, securities, M&A, risk management, and every other consideration touched by this crisis. Follow the channel for a daily email brief of the latest and best updates. less -
Buckingham, Doolittle & Burroughs, LLC

How to Prepare for the $84 Trillion Inheritance Boom

Buckingham, Doolittle & Burroughs, LLC on

The United States is on the brink of the largest transition of wealth in its history, known as the “Great Wealth Transfer.” By 2045, an estimated $84 trillion in assets will be transferred from baby-boomers to their heirs. In...more

Downey Brand LLP

Zach Young, Second Generation Fiduciary, Helps Families with Transitions

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Zachary Young is a private professional fiduciary with CMY Fiduciary Services in Sacramento. His mother, Carolyn M. Young, began work as a fiduciary in 1986. Zach received his bachelor’s degree in business and communications...more

Chambliss, Bahner & Stophel, P.C.

Pandemic Pets and Pet Companionship: Seven Benefits/Considerations for Care Coordination and Estate Planning

Chambliss, Bahner & Stophel, P.C. on

When my kids started to feel isolated and bored spending so much time at home due to the pandemic, we volunteered to be foster parents for a sweet four-week old kitty, Marigold. She was a fuzzball so tiny that I could hold...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner - November/December 2020

Shumaker, Loop & Kendrick, LLP on

A SPA trust can improve the flexibility of your estate plan - We live in uncertain times. There’s uncertainty about the economy as well as the possibility of tax increases to address the rising federal debt. For example,...more

Bowditch & Dewey

Legal Considerations of Living Together in a Multi-Generational Home

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During COVID, many of us are balancing working remotely while caring for our children. This autumn, most of our children are returning to part-time or all remote school. We are using our residences as a home, office, and...more

Ruder Ware

Peter, Paul, and Mary Should Make Large Gifts – Now!

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Peter, Paul, and Mary have done well for themselves. Each has a nice home, a seasonal residence, and a large IRA. Coincidentally, each also has an additional $11 million worth of real estate, savings, brokerage accounts, and...more

Bowditch & Dewey

Protecting Pets During the COVID-19 Pandemic

Bowditch & Dewey on

During the COVID-19 pandemic, many people are taking action to make sure that their affairs are in order – reviewing guardian nominations for their minor children, funding their revocable trusts and, in some cases, making...more

Fox Rothschild LLP

How Covid-19 Has Gotten More Animal Owners To Consider Creating Pet Trusts

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The rapid spread of the novel coronavirus (“COVID-19”) has sparked an interest in people all over the world to make sure their affairs are in order in case of sudden death or incapacitation. Many pet owners consider their...more

Downey Brand LLP

What California Trust and Estate Litigation Will Arise from the Economic Downturn?

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The COVID-19 pandemic has idled workers and the coming weeks will bring more news of business closures and bankruptcies. After a decade of sustained growth, we are facing a recession of uncertain depth and duration. The New...more

Downey Brand LLP

Helping Families and Solving Problems – A Conversation with Trust Officer Alysia Corell from Exchange Bank

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Bank trust departments, also referred to as corporate trustees, provide professional management to the administration of California trusts. People may choose to name a bank to act as successor trustee when they can no longer...more

McDermott Will & Schulte

[Webinar] Cutting Through the COVID-19 Chaos: Bullet-Proofing Your Estate Plan - June 2nd, 1:00 pm - 2:00 pm ET

McDermott Will & Schulte on

Nobody wants their plans frustrated or ignored by their beneficiaries, the courts or even the executors and trustees left in charge. Half a dozen new and emerging processes and laws now allow fairly easy modifications to...more

Cole Schotz

In the Midst Of The Pandemic, Advanced Directives Come To The Fore

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As the Covid-19 pandemic has swept across the nation and around the world, those of us who practice in the areas of Wills, Trusts and Estates have noted an increase in calls from clients alarmed by what they are seeing on the...more

Winstead PC

Administering Trusts In A Recession: The Support Trust/HEMS Distribution Standard

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When the economy has a downturn, trustees are under more pressure to make distributions. Beneficiaries lose jobs, their individual asset portfolios decrease, and they may make the decision to go back to school....more

Woods Rogers

COVID-19 Isolation – A Good Time to Review Your Estate Planning Documents

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Are you stuck at home, isolated from the public, and your normal social interactions?  Perhaps this would be a good time to review those old estate planning documents: your Will, Power of Attorney, Health Care Power of...more

Harris Beach Murtha PLLC

Estate Planning is On Sale Again!

Harris Beach Murtha PLLC on

Twelve years ago, the nation entered the Global Financial Crisis, caused by a combination of artificially inflated real estate prices and behaviors by certain financial institutions ranging from speculative to criminal. The...more

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