News & Analysis as of August 29, 2025

Estate Planning

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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 -

How to Prepare for the $84 Trillion Inheritance Boom

Buckingham, Doolittle & Burroughs, LLC on 4/21/2025

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

The Robins Kaplan Spotlight, Vol. 5 No. 4, Winter 2021 - The Case for Charitable Giving

Robins Kaplan LLP on 2/9/2021

Last year brought with it several unexpected challenges due to the COVID-19 pandemic, including economic, social, and financial hardships that have left many in a position of extraordinary need. ...more

The Time to Plan for Tax Code Changes Is Now

Rivkin Radler LLP on 10/19/2020

The election is only weeks away, and with it is likely to come significant changes to the tax code. Many economists anticipate that, regardless of the outcome, there will likely be tax increases to reduce the federal deficit,...more

Legal Considerations of Living Together in a Multi-Generational Home

Bowditch & Dewey on 10/13/2020

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

[Webinar] Virtual Tax Forum: Tax and Wealth Planning Updates - August 5th, 12:00 pm - 1:00 pm ET

Williams Mullen on 7/29/2020

COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to...more

Wills, Trusts & Estates: Plain and Simple – Estate Planning In The Time Of Coronavirus

Farrell Fritz, P.C. on 5/21/2020

This is a surrealistic time for most of us, but we will come out on the “other side” and we still need to plan for the future. We should continue to take at least basic steps to plan our estates, like preparing wills and/or...more

Estate Planning Opportunities in a COVID-19 Environment

Troutman Pepper Locke on 5/21/2020

COVID-19 has created uncertainty in many aspects of our daily lives and caused an unprecedented disruption to the economy. Financial markets have been turned upside down, asset values have dropped, and interest rates have...more

Revised COVID-19-related FAQs From the IRS

Farrell Fritz, P.C. on 5/4/2020

The IRS has revised its COVID-19-related FAQs. The updated “frequently asked questions” – reproduced below – address estate tax return filings and tax payments, portability, qualified disclaimers, allocation of GST exemption,...more

What Happens in California if You Do Not Have an Estate Plan at Your Death?

Lewitt Hackman on 4/27/2020

With the coronavirus pandemic, many people have asked, “what happens if I die without an estate plan?” Without a properly prepared estate plan, California does your planning for you. ...more

Estate Planning Opportunities in the COVID-19 Era

Goulston & Storrs PC on 4/10/2020

There is no question that COVID-19 has permeated every aspect of our personal and professional lives, causing mounting uncertainty and underscoring the importance of prioritizing the health of ourselves and our loved ones....more

The Remote Witnessing Of Estate Planninig Documents During The COVID-19 Pandemic

Farrell Fritz, P.C. on 4/8/2020

As our everyday life continues to be impacted by the novel coronavirus (COVID-19), Governor Andrew Cuomo has signed various executive orders to address the issues faced by the State and its residents during these...more

Personal Planning Strategies - March 2020

Proskauer Rose LLP on 4/6/2020

Clients and Friends: We at Proskauer wish you health and safety during these tumultuous times. It is our hope that you are handling this new reality with as much normalcy as is possible. We are sending you this...more

Tax and Estate Planning Perspectives

Holland & Hart LLP on 4/6/2020

From a tax and estate planning perspective, we would like to make you aware of the following - Tax Filing Extensions - The IRS has extended the filing and payment deadline for all 2019 income tax returns to July 15,...more

COVID-19: We're (Still) Here For You

Pierce Atwood LLP on 4/3/2020

We’re reaching out to you, our clients, colleagues, and friends, to share some of the rapidly developing matters affecting estate and tax planning that are demanding our attention and action at this extraordinary time of the...more

Who, What, When, Where, & Why of Estate Planning During Covid-19 and Beyond

Cranfill Sumner LLP on 4/2/2020

When a health crisis hits, families often scramble to find and locate estate planning documents and other legal documents. At times, loved ones learn that the documents are not consistent with the plans they believed were in...more

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

Woods Rogers on 4/1/2020

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

COVID-19 and Estate Planning: Strategies to Consider Now

Winthrop & Weinstine, P.A. on 3/31/2020

The COVID-19 pandemic has led to dramatic fluctuations in the stock market and the value of closely held businesses. Although we all hope that the massive dips in values are temporary, these challenges present unique...more

Tax and Estate Planning in the Current Environment

Snell & Wilmer on 3/25/2020

In response to the COVID-19 pandemic and the resulting financial market turmoil, taxpayers are left with many questions regarding their obligations and the future of their holdings. In the near term, taxing authorities across...more

Client Alert: Lowered Interest Rates, Market Declines and Increased Exemptions Present an Opportune Time for Tax Planning

Neal, Gerber & Eisenberg LLP on 3/23/2020

The current economic environment may be an opportune time to implement certain planning techniques that could be enormously beneficial to you and your family from an estate and tax planning perspective. There are at least...more

Estate Planning in Uncertain Times

Ballard Spahr LLP on 3/18/2020

The coronavirus (COVID-19) outbreak has given reason for us to not only make sure our estate plans reflect current wishes, but also to seek potential opportunities for smart tax planning. In the words of Albert Einstein,...more

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Coronavirus/COVID-19 › Tax Planning › Estate Planning

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