News & Analysis as of September 3, 2025

Estate Planning › Inheritance

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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 -

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

A Snowbird’s Guide to Estate Planning Across New Jersey and Florida State Lines

Flaster Greenberg PC on 8/5/2025

What Snowbirds Need to Know About the Substantive Differences Between New Jersey and Florida in Probate Administration, Homestead Protections, and Spousal Rights...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

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

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

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 Estate Planner, July/August 2025

Shumaker, Loop & Kendrick, LLP on 7/14/2025

Handle an inherited IRA with care - An inherited IRA can be a welcome financial windfall. But the rules governing required minimum distributions (RMDs) from these tax-deferred accounts are complex. IRA recipients should...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

Estate Planning Documents for Your ‘Adult’ Child

Rivkin Radler LLP on 7/1/2025

While we may know better, an 18-year-old is generally considered an adult under New York law. Many of those 18-year-olds will be heading off to college in the next couple of months. Parents’ rights to make decisions for their...more

Minnesota Appeals Court Rules on Property Disclaimers - An Unheralded But Key Estate Planning Tool

Lathrop GPM on 7/1/2025

On April 28, 2025, the Minnesota Court of Appeals issued its opinion in In re Estate of Bogren. The court addressed a matter of first impression in Minnesota – whether a disclaimer of property must clearly state the value of...more

Liam Payne’s Estate: What Happens Without a Will

Mandelbaum Barrett PC on 6/30/2025

Why estate planning matters—regardless of age or wealth - Many people believe estate planning is something to consider later in life, or only if they have significant assets. But the recent and tragic passing of Liam Payne,...more

Unintended Inheritance Happens More Than You Think: Ensuring Your Loved Ones Inherit as Intended

Offit Kurman on 6/24/2025

Roughly two-thirds of Americans are estimated to die without executing a valid will. As a result, assets in their name will pass under the laws of intestacy of their home state. The laws of intestacy are essentially default...more

Heir Tight: Locking Down the Legacy

Warner Norcross + Judd on 6/18/2025

A child’s wedding is an exciting and deeply meaningful milestone for any parent. It also marks a period of significant change, not only in your child’s life but in your own as well. As with any major life transition, it is...more

Common Misconceptions in Estate Planning: Wills Avoid Probate

Amundsen Davis LLC on 6/18/2025

It is a common misconception believed by many that having a will avoids probate. Not only is it false, it really could not be further from the truth. Rather, a will is a tool that is often used during the probate process and...more

New Washington Estate Tax Law Raises Exemption, Hikes Rates for Wealthy

Lasher Holzapfel Sperry & Ebberson PLLC on 6/17/2025

Since 2018, estate planning legislation in Washington has remained stagnant. Increases in our legislated estate tax exemption rate had been tied to a Consumer Price Index that no longer existed, and the legislature largely...more

Benefits of a Professional Trustee During the Great Generational Wealth Transfer

Bowditch & Dewey on 6/16/2025

As the population of the U.S. ages, we are in the midst of what some are calling the “great generational wealth transfer,” and some studies are suggesting there could be over $100 trillion passing to the next generation over...more

First Steps for Executors: What to Do When a Loved One Passes

Mandelbaum Barrett PC on 6/16/2025

When a loved one passes away, the emotional toll of the loss can be compounded by the sudden responsibility of managing the deceased person’s estate—especially if you’ve been named as the executor under a Last Will and...more

Special Needs Estate Planning: Ensuring a Secure Future for Your Loved One

Kohrman Jackson & Krantz LLP on 6/2/2025

Estate planning is a crucial process for anyone looking to protect their family and assets, but for families with a loved one who has special needs, it requires additional considerations. Without proper planning, a...more

From Purple Reign to Probate Pain: Lessons from Prince’s $156 Million Estate Planning Mistake

Fleurinord Law PLLC on 5/30/2025

The Purple Reign… in Chaos: Netflix, Secrets, and the Fight Over Prince's Legacy...more

Protecting And Empowering LGBTQ+ Iowans In Times Of Legal Uncertainty

Dentons on 5/28/2025

Recent years have seen an unprecedented rollback of many hard-won civil rights for LGBTQ+ Iowans at the state and federal levels. There are several ways LGBTQ+ Iowans can protect and empower themselves and their loved ones...more

Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More

Farella Braun + Martel LLP on 5/23/2025

Welcome to The Verdict: Estate Planning Through Film. Today, Farella podcast host Hons Yung is joined by Gigi Orta, a managing director at J.P. Morgan Private Bank, to discuss the movie Love Actually. Gigi and Hons...more

Kositzka v. Fick: Key Lessons on Trustee Fiduciary Duty in Virginia Trusts

Gordon Rees Scully Mansukhani on 5/20/2025

In a recent decision, the Court of Appeals of Virginia upheld a lower court’s ruling that Kositzka, Wicks and Company (KWC) breached its fiduciary duty to Edward Joseph Ryan, awarding his estate $999,050 in damages, attorney...more

10 Tips to Consider for Special Needs Planning

Chambliss, Bahner & Stophel, P.C. on 5/19/2025

Careful planning for the future of a loved one with disabilities is crucial. Consider using legal entities such as a special needs trust to protect their ability to qualify for government benefits while meeting their...more

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Estate Planning › Inheritance

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