News & Analysis as of September 3, 2025

Probate

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Arizona’s New Name, Image and Likeness Law – Why Young Athletes Need an Estate Plan

Jaburg Wilk on 9/3/2025

Arizona’s recent creation of a Name, Image, and Likeness (NIL) law has transformed opportunities for student-athletes. For the first time, state universities can directly compensate athletes for the use of their NIL and...more

August is National Make-A-Will Month

Jaburg Wilk on 8/25/2025

Every August, National Make-A-Will Month serves as a reminder of something most people would like to avoid. Planning for the end of life. Creating a will isn’t about dwelling on death. It is about taking control, protecting...more

When to Use an Irrevocable Trust in Your Estate Plan

Allen Barron, Inc. on 8/22/2025

What is an irrevocable trust? It is important to know when to use an irrevocable trust as part of your estate plan. What is the difference between an irrevocable trust and a revocable trust?...more

Estate Planning for a Blended Famil

Allen Barron, Inc. on 8/20/2025

What are the essential elements of estate planning for a blended family here in San Diego or across California? According to the U.S. Census Bureau, almost 1 in 5 households in the United States involves a subsequent...more

When Executors Go Too Far: What to Do About Fiduciary Misconduct in Pennsylvania Estates

Stark & Stark on 8/19/2025

Executors play a crucial role in managing and distributing an estate according to the wishes outlined in a will. But what happens when an executor steps outside their duties or abuses their power?...more

Your comprehensive guide to appointing an executor

Walkers on 8/19/2025

What you need to know before appointing an executor under your Will - Appointing the right executor is one of the most important decisions when preparing a Will. Executors play a central role in the administration of an...more

Gone But Not Forgotten: How to Handle Final Pay and Benefits When an Employee Passes Away

Seyfarth Shaw LLP on 8/18/2025

Let’s face it—no one wants to think about what happens when an employee dies. It’s a deeply human moment, and yet, somewhere between the condolences and the memorial service, someone in Human Resources is quietly asking: “So…...more

Executing A Foreign Will In The UAE

Awatif Mohammad Shoqi Advocates & Legal... on 8/11/2025

The UAE has established a comprehensive system of laws and registries for the draft and execution of Wills. This has been done for the benefit of the large expatriate community in the UAE who own movable and immovable assets...more

The Hidden Dangers of Joint Bank Accounts in Pennsylvania Estate Disputes

Stark & Stark on 8/8/2025

Joint bank accounts are often viewed as a convenient way to manage finances or pass assets seamlessly upon death. However, in Pennsylvania estate disputes, joint accounts can become a major source of conflict among heirs and...more

August Is National Make-A-Will Month: Here’s Why It Matters

Flaster Greenberg PC on 8/8/2025

August is National Make-A-Will Month, a timely reminder for individuals and families to prioritize one of the most important — and often overlooked — aspects of long-term planning: creating a Last Will and Testament. While...more

The importance of a will in estate planning

Walkers on 8/5/2025

Speaking about death can be difficult but planning ahead brings peace of mind and protects loved ones from unnecessary stress. Having a professionally drafted will ensures your wishes are followed and your estate is handled...more

U.S. Savings Bonds and Death of the Bondholder

Bowditch & Dewey on 8/1/2025

What happens to U.S. Savings Bonds with the death of the bondholder? The answer depends on who owns the savings bond and whether others are also listed as owners or beneficiaries....more

What Happens When There’s No Will? Navigating Intestate Litigation in Pennsylvania

Stark & Stark on 7/31/2025

When someone passes away without a valid will, they are said to have died intestate. In Pennsylvania, dying intestate can create confusion and disputes among surviving family members over how the estate should be distributed....more

Caveats in Probate: How to Challenge a Will in New Jersey

Mandelbaum Barrett PC on 7/29/2025

After the loss of a loved one, families often face difficult questions—especially when the terms of a will are unexpected or the person named as executor is unfit. In these situations, it’s important to know that you do have...more

Is It Time to Update Your Estate Planning?

Pullman & Comley, LLC on 7/23/2025

An estate plan allows a person to direct where their assets go on their death—having your estate planning in order allows your voice and your wishes to be heard. If you die without an estate plan, your wishes may not be...more

The Prudence of Estate Planning

Allen Barron, Inc. on 7/23/2025

The prudence of estate planning extends far beyond the question of “what happens to my money, assets, and belongings at the end of my life?” Estate planning facilitates shrewd planning and management of one’s life and...more

What is the “Probate” Process? How Does It Work? Why Do People Want to Avoid It?

Saul Ewing LLP on 7/22/2025

Probate is the legal process of administering a Decedent’s Last Will & Testament (“Will”), whereby assets owned by the Decedent at death are distributed pursuant to the terms of their Will, or if there is no Will, according...more

Preserving Relationships and Crafting a Resolution: The Advantages of Mediation in Probate Disputes

Miles Mediation & Arbitration on 7/21/2025

While every probate dispute is unique, there are some issues that commonly arise. When the validity of a will or trust is contested, one family member or group may accuse other family member or members of undue influence or...more

The Importance of Estate Planning for Families

Conn Kavanaugh on 7/18/2025

Everyone should have an estate plan. Your estate plan is the roadmap in a crisis, providing guidance to loved ones on how to proceed and ensuring your wishes and goals are met. For those with young children or children with...more

Washington has an Expansive “Slayer Statute”

Lasher Holzapfel Sperry & Ebberson PLLC on 7/18/2025

Nearly 140 years ago, the United States Supreme Court first recognized that one who causes harm to another should not financially benefit from the estate of the harmed person. In Mutual Life v. Armstrong, the defendant was...more

The Hazards of Not Changing Beneficiaries Post-Divorce

Dickinson Wright on 7/17/2025

A recent case by the Tennessee Court of Appeals highlights the importance of changing one’s insurance and retirement policy beneficiaries after divorce. This is true no matter what the divorce documents say and no matter what...more

Wealth Management Update - July 2025

Proskauer Rose LLP on 7/7/2025

The July 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the June 2025 Section 7520 rate...more

Inheritance Law And The Disposal Of Assets In The UAE

Awatif Mohammad Shoqi Advocates & Legal... on 7/7/2025

Inheritance is a very important aspect of family law. It is the branch of law that ensures welfare of family members and the continuity of the family unit after the death of an individual. Inheritance law in the UAE includes...more

Elder Law, Probate Litigation and Special Needs Newsletter: June 2025 Issue

Mandelbaum Barrett PC on 6/30/2025

Heirs, Assets, and Arguments: Why Elder Law Attorneys Are Key in Probate Litigation - Probate is the legal process through which a deceased person’s assets are distributed to heirs or beneficiaries and debts are settled....more

Legacy Lesson: Will or Trust? Estate Planning for Single Parents

Mandelbaum Barrett PC on 6/30/2025

In this episode of Legacy Lessons, Shawn R. McClelland, Partner in our Tax, Trusts, and Estates Practice Group, walks us through one of the most common estate planning questions families face: Should I create a will, or do I...more

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