News & Analysis as of August 4, 2025

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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 -

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

Are You in Charge of You? Important Changes to New York State’s Health Care Proxy Law

Rivkin Radler LLP on 11/29/2023

As of November 2023, having a valid Health Care Proxy became easier for New Yorkers. A Health Care Proxy allows a competent adult to appoint an agent to make health care choices for them if they lose the ability to make those...more

The Art of the Dealership: A Legal Road Map for Buying and Selling Automotive Dealerships

Sheppard Mullin Richter & Hampton LLP on 6/9/2023

The past few years have seen dramatic shifts for mergers and acquisitions involving automotive dealerships. It has been estimated that approximately 3% of dealerships undergo a change of ownership in an average year...more

Nothing to Prove: Making the Case for Self-Proving Affidavits

Ruder Ware on 11/16/2022

In the beginning of the COVID-19 pandemic, I wrote a blog post on how to create a valid will in Wisconsin. At the time, we were all stuck at home by government order, and many clients signed their wills without a notary...more

How to Apply for FEMA’s COVID-19 Funeral Assistance

Shutts & Bowen LLP on 10/7/2021

COVID-19 is an unprecedented global pandemic that has impacted all aspects of normal life. To defray expenses for those hit the hardest by COVID-19, the Federal Emergency Management Agency (FEMA) is reimbursing funeral...more

Zach Young, Second Generation Fiduciary, Helps Families with Transitions

Downey Brand LLP on 9/21/2021

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

What We Know (And Don’t Know) About Remote Witnessing And Notarizing And Electronic Wills And Notarization

Levenfeld Pearlstein, LLC on 6/28/2021

The new normal for signing estate planning documents in Illinois that began with Governor Pritzker’s March 26, 2020, Executive Order (No. 2020-14) is about to change. The Order authorized both the remote witnessing and the...more

Interview with Lisa Grayson - Digital Planning Podcast

Troutman Pepper Locke on 5/27/2021

Listen to our digital planning podcast and learn about all things “digital” as to estate planning, business planning, and estate administration. Your hosts — attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide...more

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

Chambliss, Bahner & Stophel, P.C. on 5/6/2021

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

How Should We Celebrate Elder Law Month?

Foster Swift Collins & Smith on 5/4/2021

With 2020 in the rear view mirror and 2021 well underway, the COVID-19 pandemic continues to generate urgency for elder law planning for those most at risk. May is National Elder Law Month which allows the opportunity to...more

Lessons Learned from COVID-19 – an Estate Planner’s Perspective

Jaburg Wilk on 3/29/2021

One of the best things about working with someone or a couple on their estate plan is that a primary goal is usually to take care of their children, grandchildren, and other loved ones. I enjoy getting to know the families,...more

Commercial Real Estate—Planning for the Office of the Future

Sands Anderson PC on 3/22/2021

Last time, I wrote about the post-pandemic future of commercial real estate. With more and more folks getting vaccinated or otherwise immunized, it seems we’re finally in the ‘red zone’ (to use more football parlance). Even...more

How Dealings Between Related Parties Doomed A Captive Insurer

Farrell Fritz, P.C. on 3/17/2021

Insurance: What is it? How does it work? Assume that Acme Co is paying premiums for commercial insurance coverage to protect itself from economic losses that may arise out of various events. These premiums are deductible...more

Corporate Law Considerations in Estate Planning and Administration

Farrell Fritz, P.C. on 3/16/2021

Introduction - This publication addresses the unintended consequences of attorneys and clients failing to consider the impact of transfers of ownership by PPP borrowers and last remaining member issues during the estate...more

Silver Lining: COVID-19 Engagements Allow More Time for Premarital Financial Planning

Faegre Drinker Biddle & Reath LLP on 2/25/2021

The effects of COVID-19 have been felt across the globe in almost all aspects of life. From the transition to remote work and virtual learning for students, to the shuttering of businesses and recreational activities, to...more

Remote Witnessing of Wills: A Step in the Right Direction

McDermott Will & Emery on 2/10/2021

The COVID-19 pandemic has highlighted the benefits of post-death planning, whilst also giving individuals the much-needed down-time to reflect on their wishes. This has brought about a flurry of requests for new wills to be...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

Admission of Remotely Witnessed Will to Probate

Farrell Fritz, P.C. on 1/29/2021

In an April 2020 post to this Blog entitled “The Remote Witnessing of Estate Planning Documents during the COVID-19 Pandemic,” my colleague Cheryl L. Erato addressed Governor Cuomo’s Executive Order authorizing the remote...more

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End - Update

Schwabe, Williamson & Wyatt PC on 12/14/2020

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Year-End Gifting Of Equity In A Business — With An Outstanding PPP Loan?

Farrell Fritz, P.C. on 12/7/2020

“Annus Horribilis”- Just over three weeks to go, then 2020 will be behind you. But don’t drop your guard just yet. Three weeks is a long time – plenty of time, in fact, for one more punch to the gut, another kick in the...more

Update on Virtual Execution of Estate Planning Documents in Alberta

Bennett Jones LLP on 12/2/2020

On May 15, 2020, in response to the COVID-19 pandemic, Alberta introduced temporary legislative changes to allow for virtual signing and witnessing of Wills, Enduring Power of Attorneys and Personal Directives (Estate...more

Global Evolution of Electronic Wills and COVID-19

Troutman Pepper Locke on 11/10/2020

Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you...more

[Webinar] Wine Industry Roundtable - November 5th, 10:00 am - 11:30 am PT

Farella Braun + Martel LLP on 10/29/2020

COVID, fires, shut downs, smoke taint: 2020 has brought one challenge after another to the wine industry. With our roots in the industry we ourselves are dealing, and are seeing our clients and friends deal, with many novel...more

The Estate Planner - November/December 2020

Shumaker, Loop & Kendrick, LLP on 10/21/2020

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

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

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