News & Analysis as of September 6, 2025

Special Needs Trust

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Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.

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

Starting a Difficult but Important Discussion

Rivkin Radler LLP on 1/24/2025

Looking for a way to stop family arguments over politics? Well, who isn’t. A quick way to derail a familial political scuffle: Quietly announce that you want to talk about your will. The silence should be automatic. It’s...more

The Role of AI in Estate Planning: Benefits and Limitations

Kohrman Jackson & Krantz LLP on 6/24/2024

As AI increasingly becomes part of our everyday lives, individuals and families are exploring the use of AI programs to prepare estate plans. The answer to whether AI can be used for this purpose is, of course, yes. AI...more

Estate Planning for Families with Children Who Have Special Needs

Farrell Fritz, P.C. on 4/14/2017

Estate planning for families who have children with special needs is similar to estate planning for families who do not have special needs children. From an estate tax perspective, the considerations do not differ. The key,...more

Insight on Estate Planning - Year End 2013

Adler Pollock & Sheehan P.C. on 11/20/2013

In This Issue: - State death taxes can be hazardous to your estate - Can portability help preserve retirement benefits? - Provide for family members with special needs using an SNT - Estate...more

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