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Estate Planning › Succession Planning

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... more +
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 -
Pullman & Comley, LLC

Is It Time to Update Your Estate Planning?

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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

Allen Barron, Inc.

The Prudence of Estate Planning

Allen Barron, Inc. on

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

Saul Ewing LLP

Planning for the Ongoing Care of Your Pets

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To many of us, our pets are members of the family. However, they are often overlooked in putting together an estate plan, where the traditional focus is on the disposition of a client’s assets and naming guardians for his or...more

Saul Ewing LLP

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

Saul Ewing LLP on

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

Levenfeld Pearlstein, LLC

Securing Your Legacy: Essential Estate and Succession Planning for Family Life Insurance Businesses

Levenfeld Pearlstein, LLC on

Experienced trusts and estates attorneys consistently observe how proper planning can mean the difference between a thriving legacy and a fragmented enterprise. For family-owned life insurance businesses, the stakes are...more

Offit Kurman

Choosing a Trustee: Navigating the Complexities and Key Considerations

Offit Kurman on

In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee, the...more

Maynard Nexsen

Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences...

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This week, Lynnsey and Lauren are joined by Maynard Nexsen attorney Jennifer McEwen, who helps clients with business planning, estate and trust planning, and tax planning. Jennifer shares essential business strategies for...more

Jaburg Wilk

Keeping the Family Cabin, in the Family

Jaburg Wilk on

Planning for Generations - As an estate planning attorney, a question I am frequently asked is, “How can we make sure the family cabin, ranch, or rental property stays in the family?” Real property carries deep sentimental...more

Awatif Mohammad Shoqi Advocates & Legal...

Inheritance Law And The Disposal Of Assets In The UAE

Awatif Mohammad Shoqi Advocates & Legal... on

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

Ward and Smith, P.A.

Long-Term Care and the Family Farm: Legal Planning to Preserve Agricultural Assets

Ward and Smith, P.A. on

As the population grows older, the costs associated with long-term care (LTC) present a significant and growing threat to the stability of agricultural operations. Without proper planning, farmland and other critical assets...more

WilmerHale

New Supplemental Swiss Arbitration Rules for Trust, Estate and Foundation Disputes

WilmerHale on

The Swiss Arbitration Centre published the Supplemental Swiss Rules for Trust, Estate and Foundation Disputes (“TEF Rules”) on 22 May 2025. They come into effect on 1 July 2025, and apply to trust, estate and foundation...more

Ward and Smith, P.A.

More Than Dirt, Seed, and Tractors: Why Today’s Farms Need Real Strategy

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But today, large-scale agricultural operations aren’t just production-focused—they’re complex businesses operating in a dynamic, heavily regulated environment. Sophisticated growers across North Carolina are managing...more

Winstead PC

Presentation - Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas

Winstead PC on

On May 21, 2025, David Johnson gave his presentation “Parting Is Such Sweet Sorrow: Issues Arising From Trust Termination and Trustee Succession In Texas,” to the North Texas Estate Planning Council. This presentation...more

American Conference Institute (ACI)

[Event] High-Net-Worth Contentious Disputes - June 12th - 13th, New York, NY

American Conference Institute (ACI) on

As the landscape of HNW disputes remains increasingly complex — with cross-border disputes, challenges with tracing and valuating digital assets, contentious trusts, and privacy concerns playing larger roles — ACI's Inaugural...more

Walkers

The future of family offices: Evolving needs, enduring structures

Walkers on

Across the globe, second and third generations are inheriting significant wealth and with it, the opportunity to professionalise how their family manages, governs and grows that wealth. Many are establishing dynamic,...more

Walkers

Hope for the best, but prepare for the worst: Wealth planning for mental incapacity

Walkers on

It’s always wise to hope for the best but plan for the worst, and, with global rates of dementia on the increase, planning for incapacity should be part of everyone's wealth and succession strategy. Where the assets held...more

Farella Braun + Martel LLP

Mamma Mia!: Common Estate Planning Issues for Blended Families

Farella Braun + Martel LLP on

Welcome to The Verdict: Estate Planning Through Film. I'm Hons Yung, and today I’m joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone,...more

Hinckley Allen

The Essential Guide to Document Preservation for Estate and Business Planning

Hinckley Allen on

Over the course of a lifetime, each of us will accumulate a small mountain of documents, paperwork that is often carelessly tossed in a drawer and then, perhaps, eventually discarded. Though much of this paperwork is...more

Walkers

Intergenerational wealth transfer part 2: Execution

Walkers on

The best plan is worthless if not properly executed. This article follows on from our earlier discussion on issues clients may need to consider before passing assets to their intended heirs. Here, we highlight some...more

Schwabe, Williamson & Wyatt PC

Estate Plan Maintenance

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Having a fantastic estate plan does not mean much if you do not take steps to implement and maintain it. Just like your car, your estate plan requires maintenance. We have a few tips to help you keep your estate plan up to...more

The Estate Lawyers

Four Estate Planning Lessons from the Deaths of Gene Hackman and Betsy Arakawa

The Estate Lawyers on

The recent passing of legendary actor Gene Hackman, 95, and his wife, Betsy Arakawa, 65, within days of each other in their Santa Fe, New Mexico, home underscores the importance of contingency planning and other factors in...more

Allen Barron, Inc.

Estate Planning for Pets in San Diego and Throughout California

Allen Barron, Inc. on

What do you need to know about estate planning for pets in San Diego and throughout California? What are some of the essential elements of an effective estate plan that will protect your beloved companion(s) while ensuring...more

Kerr Russell

“Quiet Trusts” Now Authorized in Michigan, Offering Potential Benefits When Leaving Significant Assets to a Future Generation

Kerr Russell on

One of the biggest concerns that parents have when leaving substantial assets to the next generation is that if a child knows or expects that they will receive those assets in the future, it may stifle the child’s ambition to...more

Jaburg Wilk

Naming Co-Trustees of Your Trust – When Being “Fair” Creates More Problems Than It Solves

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A component of creating a trust, is naming trustees for the trust. They are given powers which include managing the trust and its assets. Trust can have a single trustee or co-trustees named. Additionally, a successor...more

Warner Norcross + Judd

Hot Topics for Private Clients and Family Offices from 2025 Heckerling Institute on Estate Planning – Part One

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As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more

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