News & Analysis as of July 23, 2025

Estate Planning › Best Practices

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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 -

8 Key Takeaways | Navigating Operating Agreements: Material Terms and Best Practices

Kilpatrick on 7/8/2025

At a recent Association of Corporate Counsel (Charlotte Chapter) event, Kilpatrick’s Mikail Clark presented on the topic of “Navigating Operating Agreements: Material Terms and Best Practices.”...more

[Webinar] Hello 2023: What 2022 Estate and Trust Developments Mean for the New Year - January 19th, 12:00 pm - 12:30 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on 12/27/2022

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

Advising Trustees Who Manage Closely-Held Business Interests - Presentation

Winstead PC on 7/6/2022

David F. Johnson presented “Advising Trustees Who Manage Closely-Held Business Interest” to the WealthCounsel webinar on June 30, 2022. Settlors often place some or all of the ownership in a closely-held business in a trust....more

When to Consider a Change in your Estate Planning Documents

Tucker Arensberg, P.C. on 5/27/2022

As estate planning attorneys, we not only discuss with clients the importance of having estate planning documents in place, but also the importance of updating documents when life changes. As a rule of thumb, estate planning...more

[Webinar] High Stakes Guardianships: Best Practices for Corporate Fiduciaries - October 12th, 2:00 pm - 3:00 pm EDT

UB Greensfelder LLP on 9/23/2021

Join Ulmer attorneys Daniela Paez and John R. Harrison as they host a complimentary webinar on high stakes guardianships and best practices for corporate fiduciaries. During the interactive presentation, Daniela and John will...more

Digital Planning Podcast - Interview With Leeza Garber

Troutman Pepper Locke on 8/17/2020

The Digital Planning Podcast is designed to educate individuals about all things digital in connection with estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and...more

Estate and Financial Planning in Uncertain Times

Harris Beach Murtha PLLC on 3/25/2020

The COVID-19 crisis in our communities and overseas, coupled with the volatile economic atmosphere, has raised a number of concerns with regard to estate and financial planning. Here are a few quick tips and reminders to...more

Estate Planning During a Divorce: Four Key Considerations

Chambliss, Bahner & Stophel, P.C. on 12/11/2019

You have planned your life carefully. With your spouse you have drawn up a will and established trusts to organize your estate after your deaths. You have made decisions about the guardianship of your children should anything...more

IRA News: Beware, the IRS May be Your New Biggest Beneficiary

Cohen Seglias Pallas Greenhall & Furman PC on 12/9/2019

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more

Insight on Estate Planning - Year End 2019: 7 deadly estate planning sins

Adler Pollock & Sheehan P.C. on 12/6/2019

According to literature, the “seven deadly sins” are lust, gluttony, greed, laziness, wrath, envy and pride. Although individuals may be guilty of these from time to time, other types of “sins” can be fatal to an estate plan...more

The Impossible Choice

Jaburg Wilk on 10/23/2019

Selecting a Guardian for Your Children - You put so much thought into caring for your children - finding the best doctors, the healthiest foods, and the schools that best suit their personalities. But if you are like many...more

To Understand a Client's Needs Requires Exploration

Jaburg Wilk on 10/8/2019

JW Way Fundamental #4: Walk in your client’s shoes. See the world from their perspective. Empathize by understanding their fears and concerns and showing you care. Ask, “If I were in their shoes, what would I want to know and...more

Discussing Death and Dying

Conn Kavanaugh on 10/2/2019

A morbid topic? Of course! But for our older clients and their adult children in the sandwich generation (young children of their own and aging parents) having the discussion can be extremely beneficial to both the elder and...more

Insight on Estate Planning - August/September 2019: Protect your will from legal challenges

Adler Pollock & Sheehan P.C. on 8/2/2019

To avoid family disputes over a will after one’s death, it’s worth taking the time now to institute steps to protect the will from legal challenges. This article details four specific steps for bulletproofing a will. A...more

A Quick Reminder: Three Best Practices for Beneficiary Designations

Snell & Wilmer on 5/21/2019

Three best practices for plan administration that often fall by the wayside include: (1) regularly reminding participants to review and update their beneficiary designations; (2) checking recordkeeping practices to avoid loss...more

Insight on Estate Planning - February/March 2019: Estate Planning Red Flag: You’re using an online form to draft your will

Adler Pollock & Sheehan P.C. on 2/7/2019

Today, one can do practically anything online that used to require face-to-face contact — and that includes downloading a form to write his or her will. This brief article discusses the downsides of a “do-it-yourself” will....more

Trustee Fees in California – Tips for Family Member Trustees

Downey Brand LLP on 12/11/2018

What is a reasonable trustee’s fee in California for a family member who acts as trustee? We see a high degree of conflict over this issue even when the amount of the claimed fee is small compared to value of the trust...more

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Estate Planning › Best Practices

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